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Questo corso online

Dettagli

3 lezioni + 1 gratis (3o 9m)

2.5 CE Credits

Inglese

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From managing a private practice to working in a busy clinic, this program equips you with the knowledge and tools to build long-term wealth with confidence and clarity.

You will learn how to:

– Develop a wealth-building mindset beyond clinical income
– Understand core investment principles: ROI, risk, and liquidity
– Navigate major asset classes like real estate, equities, bonds, and crypto
– Design a global, diversified investment strategy that aligns with your lifestyle
– Build a simple, automated long-term portfolio using Exchange-Traded Funds (ETFs)
– Apply advanced strategies such as trend-following and core-satellite models
– Effectively manage risk while aiming for sustainable growth.

Ideal for dentists at any stage of their career, this course empowers you to grow and protect your wealth — on your own terms.

Lezione 1.Investment Basics: Wealth-Building Mindset for Healthcare Professionals

– The shift of mindset from active income to financial independence
– Identification and avoidance of emotional traps and financial scams
– Understanding of ROI, risk, volatility, and liquidity
– Recognition of the importance of long-term thinking
– Acknowledgment of the limitations of traditional bank savings
– The structure of financial products (wrappers, supports, underlying assets)
– Establishment of a financial safety net prior to investing.

Recommended for: Orthodontists, Prosthodontists, Functional dentists, Pediatric dentists, Endodontists, Restorative dentist, Periodontists, Implantologists, Oral and maxillofacial surgeons, Dental technicians, General dentists.

Lezione 2.Asset Classes and Building a Global Investment Strategy

– Clarification of the distinction between assets and liabilities
– Analysis of real estate in terms of leverage, yield, and taxation
– Understanding of equities including shares, indices, and growth potential
– Examination of bonds with a focus on yield versus risk
– Exploration of commodities as part of a diversified portfolio
– Clarification of the role and risks of crypto-assets
– Initiation of a global investment strategy draft.

Lezione 3.Portfolio Construction for the Long Term

– Economic cycles and macroeconomic quadrants
– Exploration of the Permanent Portfolio concept by Harry Browne
– Explanation of its suitability for busy professionals
– Introduction to Exchange-Traded Funds (ETFs), including their structure and acquisition methods
– Construction of a simple, long-term investment portfolio
– Emphasis on the importance of automation and investment discipline
– Diversification across geography, sectors, and currencies.

Lezione 4.Optimized Portfolios and Advanced Strategies

– Mastery of trend-following techniques using moving averages
– The barbell strategy developed by Nassim Taleb
– Exploration of the core-satellite strategy to blend stability and growth
– Balancing of aggressive and conservative asset allocations
– Development of skills to track, adjust, and rebalance portfolios confidently
– Discovery of risk management tools that preserve upside potential
– Construction of a flexible investment strategy aligned with personal goals and market changes.