You are unique, just like your investment strategy.
Create and invest your portfolio in just 9 weeks.
Own your financial future.
Next expedition:
Wednesday evenings: July 2 - August 27, 2025
Expedition fees: Starting from CHF 2'486 (See plans ⬇️)
This is an extremely helpful course that taught me how to handle my finances to secure my future without stress 😎 I really think this should be an obligatory subject at school. I highly recommend it.
Last year I moved to Lausanne, a new place, new culture, and new tax and retirement laws that I must navigate now. I joined the course and got a certified financial advisor's in-depth guided tour of personal finance and investing. I'd recommend his course to anyone; if you think you cannot afford it, I suggest you find out how much financial ignorance is costing you already.
You want to learn from a neutral & independent expert (former financial advisor), who is no B.S., speaks human, not jargon, and makes investing fun.
Program overview
Create and invest in a portfolio YOU have designed to meet YOUR unique needs.
Gain clarity on your money goals and invest with confidence.
Start building long-term wealth for your family.
You will have crafted your very own financial plan, a unique tool aligned with your values and aspirations that will serve as your guiding light.
By learning how to create a plan from A to Z, you gain autonomy and you will know how to adjust it to adapt to your evolving situation.
You'll have built your portfolio, custom-designed for your investment goals, timeframe, and risk tolerance.
Through hands-on activities in small groups, and a lot of guidance from us, you’ll have opened an account and be ready to invest with confidence.
Meet your trainer
The difference between losing money or making money is whether you speculate (fruitless short-term trading) or invest (sticking to a long-term strategy).
In my 15+ years in business, I have founded 3 companies, sold 1, and invested in over a dozen companies across geographic markets, navigating two financial crises and economic recessions successfully.
Armed with an MBA and an investment management specialization, my journey took me from Switzerland to the United States and back to Geneva. Being exposed to Nobel prize winners and investment legends like Warren Buffet and Jack Bogle helped me refine my investment philosophy and strategy.
The purpose of this program is to teach busy young professionals who are investment amateurs or novices. This program is for those who want to grow their wealth with confidence, ease, and a manageable time commitment.
I'll share with you everything I know: from my costliest mistakes to the proprietary tools I’ve developed, and finally, the best way to create your own custom-built DIY portfolio.
If you’re sitting on spare cash or are frustrated with dabbling in the stock market, this program is for you.
Enabled me with simplicity to have a better visibility on the way I spend my money, and how to optimize it :) it’s not about taking risks, but about understanding how it works. I am grateful for a so great teacher !
Johan was able to popularize the world of investment in a 100% neutral way and really guided me on a path of understanding that exceeded my expectations! I have the impression of having complete control over my money, of understanding where it is currently allocated and of having all the cards in hand to secure my situation and make the appropriate amount prosper.
Really public utility training, Johan is reassuring, very informative and allows you to secure your future with complete peace of mind. Thanks again !
Wednesday evenings: July 2 - August 27, 2025
01
Money beliefs impact investment returns
During the first week you will gain a global outlook and discover the investing framework used by professionals.
02
A new perspective
In the second week you will discover the common investing pitfalls, look at your priorities from a different angle and unlock the tool that will help your financial decision-making for the rest of your life.
03
Starting with Why
The third week will help you discover motivation factors and come up with a vision that really reflects your deepest desires.
04
Giving a honest look at your finances
The fourth week will help you gain clarity over your cashflows and understand how the investing building blocks work.
05
Bridging the gap
During the fifth week you will translate your goals into financial milestones, understand economic cycles, and define your investing profiles.
06
The Swiss retirement system
Uncover the details of the Swiss retirement system, recover lost funds and explore how to integrate the 3 pillars in your plan.
07
Connecting the dots
In the seventh week, you will deepen your understanding of financial instruments and apply a Nobel-prize winning strategy to reduce your risk and maximize your returns.
08
Shopping time
The heighth week will allow you to understand sustainable finance, review your strategy, and select the right products to achieve your goals.
09
Making it real
During the ninth week you will dive into the inner workings of the financial system, open a brokerage account and place your first order.
10
Consistency is key
In the last week you will learn to adjust your strategy as time passes by, overcome the psychological obstacles you might face, and setup a system to ensure you stay the course and reach your goals confidently.
Up to 3 hours per week
Self-paced
Up to 30mn per week
Weekdays
7:00 PM - 8:30 PM
Self-paced
Up to an hour per week
Cohorts, personalized guidance and expert feedback
Surround yourself with like-minded people who want to grow alongside you. Working and helping each other with the group exercises ensures that no one gets left behind.
In a group of maximum 8 participants, make new friends with people who share your interests.
In this course, you will create your investment portfolio. We will teach you to think about the composition of your portfolio and how to choose funds that meet your investment criteria.
We will also provide personalized feedback to every participant.
After each workshop, we will stay live to answer questions. This is the time to discuss any questions you have about concepts, portfolio design, specific issues you are running into, or anything else on your mind.
Grab a drink and come hang out with our trainer.
Expedition fees: CHF 3'552
Whether you are about flexibility or great prices, we have a solution for you.
Benefit from the best price by registering early.
You pay CHF 2'486 once instead of CHF 3'552.
Early bird until May 31st, 2025.
Enjoy a preferential rate by paying the expedition fees at once.
You pay CHF 3'197 instead of CHF 3'552.
Keep it easy with 3 monthly instalments of CHF 1'184.
You pay CHF 3'552 in total.
We take the time to meet our participants to ensure they have the best experience.
Step 1
Submit your application in less than 2 minutes.
Step 2
Ask your questions and confirm your registration with our expert.
Step 3
Join the adventure and put your money to work safely.
To get a benefit from anything, you need to do the work.
If you do the following, we are confident you'll achieve the outcomes listed above.
Show up live to every class
Spend two hours each week for videos and action items
Engage actively with your cohort
Free can be chaotic, confusing, and just plain wrong.
Many entities offer free information with the objective of selling you something afterwards.
It’s also hard to evaluate how credible your teacher is. You can’t ask questions or get real-time guidance.
You need expert guidance as you learn to keep calm when the market plummets. You need someone to show you how your fears cost you real money over your lifetime.
You will benefit from working with a neutral and independent partner who can guide you through the creation of your financial plan without interest.
Couples make better investment decisions together. Each partner’s different perspective and life experience helps to better vet investment decisions.
At every firm we worked for, we were required to solicit different perspectives and “check our thinking” with each other.
Why not do what the pros do? Two minds are better than one.
The sooner you start, the more wealth you can build. One of our trainer went from being over CHF 200'000 in debt at age 25 to being free to do whatever he wanted at age 34.
He did it by investing consistently and systematically, and not panicking when markets plunged. It’s the proven path to building long-term generational wealth and financial freedom.
Once a week we have live Zoom sessions. We debrief what you've learned, we clarify, you get to work in small groups, and we answer your questions.
We cover a lot of ground with hands-on practice, so it’s best to attend sessions in real-time. We know sometimes life gets in the way, so all sessions are recorded.
Several ways:
Our trainer will stay for 15 minutes after every session to answer questions
You can ask questions in the community
We'll encourage the group to interact in the community (monitored by us)
We'll respond by video where needed
No. But we'll empower you to understand investing. We will teach you how to choose the funds that are best suited for you.
Here’s a little-known truth: each person’s portfolio should be as unique as their fingerprints because each one of us has different goals, timelines, and risk tolerances.
No.
You can make money betting on the one “right” stock, but that’s risky and gambling.
We have yet to see anyone make consistent profits over the long term by gambling.
Our program teaches a framework that has been personally time-tested and backed by Nobel prize theories that have worked for investors over the last 100 years.
No. But, if you want we'll teach you how to think about an asset like Bitcoin, and its impact on your portfolio. You'll understand the risks and the benefits of adding a crypto asset to your portfolio.
No, and if anyone does, run away from them as fast as you can.
What we will do though, is teach you key investment concepts and frameworks and share our experience of 15+ years of investing.
You’ll know it all: what we learned from working in the industry, and how you can avoid our mistakes (That alone will save you big bucks).
You'll be asked to acknowledge this disclaimer and acknowledgment form.
This program is not financial advice according to FinSA.
This program teaches basic investing concepts and strategies that are not exhaustive.
This program does not guarantee you'll make money and it's possible you may lose all your money.
Wednesday evenings: July 2 - August 27, 2025
Great training, captivating, fun, which allows you to understand a vast and seemingly opaque subject, and integrate good daily practices to prepare your future with more serenity. Also great for young people because you can't learn this at school!
I finally have gained a general understanding of finances. So far, I was paying whatever had to be paid. Now I eventually pay more details to all the fees and, therefore, select only the best offer rather than any of them just to have it done. I also have never considered myself investing in stocks/funds/bonds (I even did not know there is a difference between those three) and now I have an investment account. This is very exciting.
I took the “Start to Invest Sustainable” courses and I really found this adventure incredible! I didn't really have any knowledge in the field of financial investment before starting this course, but over the weeks I was able to enrich my knowledge thanks to the educational videos as well as the various group quizzes. A huge thank you for the quality of your courses which I recommend 100%!