Build the Knowledge to Invest with Confidence
Learn how to build, manage, and grow a long-term investment portfolio using structured, evidence-based investing principles
Trusted by professionals, educators, and organizations
Program at a Glance:
Long-Term Investing
8 - 10 Hours
40+ Expert Led Lessons
Step-by-Step Learning
Trusted by learners, institutions, and professionals worldwide
500+
Learners Trained
20+
Institutional Partnerships
Global
Program Delivery
Practitioner
Led Education
Who Is It For?
Whether you’re investing for the first time or looking to improve your long-term strategy, this program provides the knowledge and confidence to make informed financial decisions.
First-time investors.
Families building long-term wealth.
Individuals managing a 401(k), IRA or Roth IRA.
Pre-retirees preparing for retirement.
Anyone who wants to invest with confidence.
What You’ll Learn
Build the knowledge and practical frameworks needed to plan, construct, and manage a long-term investment portfolio with greater confidence.
Investment Foundations
Understand how financial markets work and how different asset classes contribute to long-term portfolio growth.
Portfolio Construction
Learn how to build a diversified portfolio aligned with your financial goals, investment horizon, and tolerance for risk.
Retirement Planning
Develop practical strategies for managing retirement accounts, including 401(k)s, Traditional IRAs, and Roth IRAs.
Risk Management
Understand investment risk, market volatility, and how disciplined planning supports long-term success.
Tax-Efficient Investing
Explore the principles of tax-aware investing and how account selection can support wealth accumulation.
Program Snapshot
Delivery
100% Online, Self-Paced
Level
Beginner to Intermediate
Duration
8-10 hours
Format
Video Lessons, Knowledge Checks, and Application Roadmap
Resources
Downloadable Guides & References
Certificate
Certificate of Completion
Price
$250
Why Learn with Lumeric
Structure Learning Framework
Learn through real-world examples, practical exercises, and applied financial concepts.
Step-by-Step Application
Progress with a structured roadmap with practical examples and real-world applications
Developed by Finance Professionals
Learn from experienced finance professionals with real-world industry expertise.
Built for Everyone
Easy-to-follow lessons designed for learners of all backgrounds and experience levels.
Our Testimonials
“Bobby is very knowledgable and approachable”
I am a designer and wanted to learn how to start investing. I came across Bobby's program from his Youtube videos. The program can be intense at times, but the content is overall very good and thorough. Bobby is very knowledgable and approachable. He explains things clearly and is always there when you need help.
Jesus
Dubai, UAE
“Lumeric approaches trading as a professional skill”
I work in real-estate, and I have always been interested in trading, but it was difficult to find a reliable source to learn from. I really like the academic approach which gave me confidence in the program, and it delivered. Lumeric approaches trading as a professional skill rather than a shortcut to quick wealth. Highly recommended.
Neal
Seattle, Washington
Ready to Take Control of Your Financial Future?
Whether you’re investing for retirement, building long-term wealth, or simply looking to make more informed financial decisions, this program provides the structure, knowledge, and confidence to help you succeed.
Enroll Now