Investments Made Simple

In this course you get, three simple strategies to select the right investments tailored to your needs in your employer plan, so you don't feel confused about what you are investing in.
Two professionals looking at a laptop

  • Learn how to save money on investments fees and avoid high cost funds

  • Become knowledgeable in choosing investments that match your risk tolerance

  • Have more confidence in understanding your investments

Limited Time Offer

Free Access To Licensed Financial Professionals

  • Strategy Session

    Get a one-on-one strategy session with a pre-screened license financial professional to further personalize your investment strategy in your employer plan and maximize your potential returns.

  • Special Savings

    Strategy sessions with financial professionals can cost $100 - $400 per hour just for the use of their time.

Get Started For Free Today!

A $200 Value Available for Free Access

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Course curriculum

  • 1

    Getting Started

    • Course Intro

    • The 401k Dilemma

    • Caution with Target Funds
  • 2

    Master The 3 Steps

    • Step 1: Risk Tolerance

    • Matching Risk Tolerance to Investments

    • Step 2: Avoiding High Fees

    • Step 3: Fund Performance

    • Test Your Knowledge
  • 3

    Putting It All Together

    • Example Demonstrations

    • Schedule My Financial Strategy Session

Frequently Asked Questions

  • How long does it take to go through the course?

    The course takes about 15 minutes to run through. It's a completely self-paced online course - you decide when you start and when you finish.

  • How long do I have to access the course?

    From the date of your enrollment, you will have access to this course for 30 days. After 30 days your enrollment will expire. You'll be able to login and view the content as often as you like while your enrollment is active.

  • How do you pre-screen the license financial professionals?

    Each financial professional has a minimum of 10 years experience, works full time, and holds licenses in life, health, series 6, and 63. Some of the professionals also hold series 65 as a fiduciary. They have a proven track record of customer service and integrity. They also have an ability to provide products and services from A rated companies only.

  • Are the license financial professionals part of ChaChang?

    No. The financial professionals referred to students as a complimentary resource for their course are not affiliated with ChaChang. They are a third party connected to their own company.

Instructor

Financial Coach

Rebecca Chang

Teaching financial literacy is a true passion of mine. Having been in the licensed financial industry and worked with some of the most reputable financial companies in the United States, I have seen the growing need to share financial education with others. With a hands-on approach, I take a holistic style helping families and individuals apply financial education so they don't feel restricted by their finances. Removing that stress can help restore peace in the home and change the legacy of your generations.

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Enrollment Is Good For 30 Days

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Contact Information

[email protected]

Please feel free to connect with Rebecca Chang directly at [email protected] with any questions or concerns.