Find answers to common questions about our finance education programs and investment knowledge base
For complete beginners, we recommend starting with our Foundation Package which includes Stock Trading Fundamentals and Portfolio Management Basics. These courses provide essential knowledge about market mechanics, investment principles, and risk management without requiring prior experience.
Course duration varies by program. Individual courses range from 4-12 weeks, with most requiring 3-5 hours of study per week. Our comprehensive certification programs typically take 6-9 months to complete, including practical projects and assessments.
All necessary tools and software access are included with your enrollment. We provide access to professional trading platforms, market data feeds, and analysis tools. You'll only need a computer with internet connection and basic office software.
Yes, we offer flexible payment options including monthly installments with 0% interest. You can also choose full upfront payment for a 5% discount. Corporate training packages have customized payment terms available.
We offer a 30-day money-back guarantee for all courses. If you're not satisfied within the first 30 days, we'll provide a full refund with no questions asked. You can keep any downloaded materials.
Our career support includes resume and portfolio building, interview preparation, networking events, and direct job placement assistance. We maintain partnerships with over 200 financial institutions and actively refer qualified graduates.
85% of our certification program graduates find relevant employment within 6 months of completion. The average salary increase for career changers is 67%, with many graduates advancing to senior positions within 2-3 years.
Stocks represent ownership shares in companies, offering potential for capital appreciation and dividends but with higher volatility. Bonds are debt securities that provide fixed income payments with generally lower risk but more limited growth potential. Both play important roles in diversified portfolios.
You can start investing with as little as $100 through many modern brokerages that offer fractional shares. However, we generally recommend having at least $1,000-$5,000 to build a properly diversified portfolio and minimize the impact of trading fees.
Risk tolerance is your ability and willingness to accept investment losses in pursuit of potential gains. It depends on factors like age, income, investment timeline, and personal comfort level. Understanding your risk tolerance helps determine appropriate asset allocation and investment strategies.
Yes, our learning platform is fully mobile-responsive and includes a dedicated mobile app. You can watch lectures, complete assignments, and participate in discussions from any device. However, some advanced trading simulations work best on desktop computers.
All live sessions are recorded and available within 24 hours. You'll receive automatic notifications when recordings are posted. We also provide session summaries and key takeaways for easy review. Make-up sessions are available for critical interactive workshops.
You can reach our support team through multiple channels: email at info@compasswealthinstitute.com, phone at +1 414 627 8493, or through the contact form on our website. We typically respond within 4-6 hours during business days.
Essential concepts and definitions for finance education
Fundamental concepts including asset classes, diversification, and portfolio theory
Learn MoreChart patterns, indicators, and trading signals for market timing and entry/exit decisions
Learn MoreCompany valuation methods, financial statement analysis, and economic indicators
Learn MorePortfolio protection strategies, position sizing, and risk assessment techniques
Learn MoreHow financial markets operate, order types, and market participant dynamics
Learn MoreRetirement planning, tax strategies, and long-term wealth building approaches
Learn MoreCan't find what you're looking for? Our education advisors are here to help you find the perfect program for your goals.