PATH Investing Framework™ – 5 Week Program

Your Investment Journey

Investing is not about chasing random opportunities. It is about building clarity, understanding how different asset classes behave, and learning how to make decisions within a structured framework. This programme guides you through that journey one step at a time.

Course Content

PLAN: FINANCIAL FOUNDATIONS
PLAN Module • Lesson 1 Welcome to the PATH Framework
PLAN Module • Lesson 1 Setting Your Financial Goals
PLAN Module • Lesson 2 Assessing Your Financial Capacity
PLAN Module • Lesson 3 Investor Readiness Self-Assessment
PLAN Module • Lesson 4 Calculating Your Retirement Number
PLAN Module • Lesson 5 Emergency Fund Before Investment Decisions
PLAN Module • Lesson 6 Debt Position Before Wealth Building
PLAN Module • Lesson 7 Income Strength and Cash Flow Readiness
PLAN Module • Lesson 9 Defining Your Investment Destination
PLAN Module • Lesson 10 Your Personal Investment Blueprint
ACT MODULE 1 INVESTING IN UNIT TRUSTS
ACT Module 1 • Lesson 1 What Is a Unit Trust?
ACT Module 1 • Lesson 2 How Units Are Priced: NAV, Fees and Costs
ACT Module 1 • Lesson 3 Step 1 — Choose the Right Fund Type
ACT Module 1 • Lesson 4 Step 2 — Comparing Fund Managers: Framework
ACT Module 1 • Lesson 5 Step 2 — Fund Comparison in Practice
ACT Module 1 • Lesson 6 Calculating Returns: Capital Gain and Income
ACT Module 1 • Lesson 7 Reinvestment vs Cash Payout
ACT Module 1 • Lesson 8 Annual Costs, Fees and Their Impact
ACT Module 1 • Lesson 9 Consistency, Volatility and Final Fund Selection
ACT Module 1 • Lesson 10 Step 3 — Invest, Monitor, Redeem and Course Recap