AdviseWise

Investment Planning
Deep DiveCut through the overwhelm and learn what the exam actually tests

Master Investments →

14 video lessons, 210+ practice problems. One weekend to finally make Investment Planning click.

Who it's for

You're retaking the exam

Recognize the questions this time around, instead of just guessing.

You're tackling the exam for the first time

Walk in with confidence when an Investments question shows up.

You're going through the coursework

Build the foundation now, so you're not relearning it during review.

What's inside

14 video lessons: taught by a visual learner, 10–15 minutes each
210+ practice problems: exam-style, paired with every lesson
Study downloads: asset class vocab sheet, returns formula summary, marked-up formula sheet
Live office hours (Oct 10): ask Lin anything live, or submit questions ahead and get the replay

Pricing

$300

One-time payment. Access until you pass.

Founding Member? Use the link in your email for a discount.

Common questions

Investment Planning doesn't need to be the reason you're still waiting.

Whether this exam means a promotion, a raise, a career change, or the chance to own your own practice, don't let one domain hold up your life. You can do this.