Best for people who want access to our learning resources.
Features |
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Learning | |
Access to Educational Resources about:
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✔ |
Planning | |
Calculate your FSI (Financial Strength Index™)
(What is this?)
|
✔ |
Extended analysis of your finances and current situation | ✕ |
Objectives and action plans to strengthen your most urgent financial areas | ✕ |
Access via chat to a financial expert | ✕ |
Investing | |
Portfolio generator: tool that will help you structure your portfolio | ✕ |
Investment Watchlist: curated list of recommended ETFs | ✕ |
Monthly investment newsletter | ✕ |
Best for people who want comprehensive guidance to self-manage their finances.
One-time payment
Features |
|
---|---|
Learning | |
Access to Educational Resources about:
|
✔ |
Planning | |
Calculate your FSI (Financial Strength Index™)
(What is this?)
|
✔ |
Extended analysis of your finances and current situation | ✔ |
Objectives and action plans to strengthen your most urgent financial areas | ✔ |
Access via chat to a financial expert | ✔ |
Investing | |
Portfolio generator: tool that will help you structure your portfolio | ✔ |
Investment Watchlist: curated list of recommended ETFs | ✔ |
Monthly investment newsletter | ✔ |
Learn how to invest in a diversified portfolio of ETFs to build wealth in the long term.
Course just available in Spanish
Prices include VAT (21%)
Basic |
Advanced |
|
---|---|---|
Free | € 40 | |
Learning | ||
Access to Educational Resources about:
|
✔ | ✔ |
Planning | ||
Calculate your FSI (Financial Strength Index™)
(What is this?)
|
✔ | ✔ |
Extended analysis of your finances and current situation | ✕ | ✔ |
Objectives and action plans to strengthen your most urgent financial areas | ✕ | ✔ |
Access via chat to a financial expert | ✕ | ✔ |
Investing | ||
Portfolio generator: tool that will help you structure your portfolio | ✕ | ✔ |
Investment Watchlist: curated list of recommended ETFs | ✕ | ✔ |
Monthly investment newsletter | ✕ | ✔ |
Talk with an advisor for 60 minutes to discuss the subjects that matter the most to you.
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