The Investor Program: Level 1 (Entry-Level)

Activities in this level are as follows:

• Read “The Investor” eBook to gain comprehensive insights on the role of investing on behalf of your children.
• Complete practical application exercises to reinforce key concepts from the eBook.
• Undergo a personalized risk assessment to understand your investment risk profile.
• Set clear investment goals with the assistance of our investment goal-setting tool.
• Participate in online meetings with our investment experts for a thorough review and guidance sessions.

Special Enrollment Options:

1. Parents with sufficient investment knowledge may enroll directly in Level 1.

2. For parents seeking comprehensive guidance, enrollment in both levels is recommended. Each level is paid separately, with Level 2 payable in up to 2 installments for added flexibility.

Note: all sessions take place online to accommodate your schedule and location.

The Investor Program Expression of Interest

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• The InvestorProgram Level 1 (Entry Level)
• The InvestorProgram Level 2 (Advanced Level)

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