As seen in: 10 Most Value-Packed Courses for 2020 by

As seen in: 10 Most Value-Packed Courses for 2020 by

DeadSimpleSaving presents...

 Expat Investing: the Interactive Online Course
Learn the A-Z of how to invest sensibly by yourself for your future.
ALL the essentials and practical tips to get you started with confidence.

7 hours of short video lessons & guides (lifetime access) to watch in your own time.
Plus one month of daily fb sessions and weekly live expert Q&A support from me!
No prior knowledge required. Whether you are 25 with a paycut or 57 with 3 years to retirement, now is the time to take control of your investing.
UAE, GCC, Singapore, Hong Kong... residents/citizens of any country welcome!
Every attendee I've spoken to has loved Steve's workshop.
He's making a difference.

Andrew Hallam, author of Millionaire Expat
Steve Cronin expat financial independence vanguard ishares invest
7 hours of short video lessons (lifetime access)
Workbooks, tools, guides & quizzes
Weekly live group Q&A with me (1 month)
Daily interaction with me & fb community

See FAQ below for more information

As seen in:

Transformational and life-changing. I recommend this programme to everyone. Plus it's the perfect gift for a loved one who wants to do the right thing with their finances but doesn't know how. It's the roadmap needed in a world where access to clear and direct information on how to achieve Financial Independence is simply not available. The impact of this movement will benefit many families for generations to come. Kelly & Samir, UAE
Now you know what is possible,
make it happen for you
Too many people know about Financial Independence but don't do anything about it. You know what needs to be done. Let us help you turn the theory into reality.

Planning, Saving & Investing are all simple. But for expats the devil is in the details. Do fund managers want to help you directly? No. Do banks want you to transfer your money cheaply? No. There are thousands of funds out there and... what if you move back home? Where can you even keep your cash safely? What about inflation?

You could spend months researching and getting paralysed, or you could jump in and grind to a halt at the first hurdle.

We have helped thousands of expats and so we know where people get stuck. The Expat Investing Course is designed to help you blast through every single roadblock. Learn what really works in a friendly and supportive environment.

You can watch each of the 45+ videos in your own time and complete the workbooks so you have a record of your investment plan as it develops. You can join us live for weekly Q&A sessions for a month to answer all your questions, and meet other like-minded expats to share ideas and encouragement in our community.

By the end of the course you will know what to invest in and how to buy the funds you need! You will be confident and in control of your financial destiny for the first time. There's no better feeling.

What to Expect

Our courses are designed to give you the information and support you need, keeping things simple and engaging. Each video covers a specific topic, so you can squeeze it in before dinner or binge-watch on the sofa Netflix-style. Some videos teach you the essentials, others give you step-by-step demonstrations of how to buy a fund.

You will have tools, surveys and quizzes to make sure you have a good understanding and can feel your progress. Then the workbooks help you consolidate your learning, reflect on your own situation and put together a solid investment plan for your own money. You'll be able to refine and refer back to it over the years, a stress-reducing source of stability in uncertain times.

We'll be with you every step of the way! Each week of the course for a month we will host a group Q&A session to answer ALL of your questions live. You'll also join our facebook community group to get live insights from us and our expert guests regularly, and to support each other through the course.

1. Introduction

  • ​​​Learn why expat investing seems so hard
  • ​Meet Steve to understand his background and mission
  • ​​Find out how to make the most of this course

2. Asset Classes

  • ​​​Discover the main asset classes and compare their features
  • ​Find out what should be in your core retirement portfolio and what should not
  • Learn how to safely invest in 'fun stuff' if you really have to

3. Stocks: The Essentials

  • Understand stocks, dividends and exchanges
  • ​Learn how stock indexes work, and why they are so useful for long-term investing
  • Discover why passive index investing beats active investing and is cheaper too!
  • ​Find out why most investors under-perform the market and what you can do to avoid this with only 4 hours per year
  • ​Discover the 3 keys to sensible long-term, low-cost stock index investing and how you can reduce the risks so it isn't 'gambling'
  • ​Understand why it is so important to avoid 'long-term savings plans' sold by financial advisors and what to do about them

4. Stock Funds

  • Find out how index funds work
  • ​Learn about mutual funds and exchange-traded funds (ETFs)
  • ​Discover the perfect stock ETF for most expats and its key features
  • ​​Determine what you should do with your fund dividends at different stages of your life
  • ​Encounter the big risks of investing in the wrong ETFs and how to completely avoid them
  • Understand which taxes expats need to worry about and how to minimise them by choosing the right ETFs
  • ​Assess which currency to invest in for your stock fund and whether it makes a difference
  • ​Find out whether you should invest in your home country and how
  • ​Learn about how sustainable (ESG) investing works and which ESG funds to buy if you want this
  • ​​​​Practice screening the many thousands of ETFs out there to find exactly the one you need

5. Bonds & Bond Funds

  • Learn how bonds work (without the boring bits)
  • ​Find out why bond funds are so useful for downside protection and what kind will protect you the best
  • ​Discover why currency is more important for bond funds and how to allocate between currencies
  • ​Select the right bond fund for you, based on your needs

6. Allocation & Timing

  • ​Build your two-fund portfolio (yes just two!), which is probably all you will ever need
  • ​​​Discover how to allocate your money between stocks and bonds, and how that changes over time​
  • ​​​​​Learn how and how often to rebalance your portfolio, now and in retirement
  • ​​Find the right balance between lump sum investing and regular investing, so a lump sum doesn't seem so scary

7. How To Invest

  • ​​Discover the process for investing as an expat, plus how to set it up end-to-end to minimise fees and maximise safe efficiency
  • ​​Find out the role of the offshore brokerage, which ones accept expats and decide which one is best for you
  • ​Learn how you are protected (or not) if one of the providers in your investing process collapses
  • ​Find out how to fill in the broker's application so you get accepted with the right kind of account
  • Discover how overseas transfers actually work and where you can end up losing money
  • Learn how to transfer your money to your brokerage quickly and cheaply, in a way your broker will accept
  • ​​Decide whether to invest monthly or less often and why
  • ​Review what you must consider when moving country and how to avoid any unnecessary taxes

8. Brokerage Guides

  • Fill out the application form step-by-step (some non-obvious bits)
  • ​Find your way around the Client Portal
  • ​Review your settings
  • Deposit money
  • Withdraw money
  • ​Make a stock/bond ETF trade
  • ​Make a currency trade

Expat Investing Course

Launches Friday 9 October 2020

  $297

How this course could make you an extra $100k-500k!

Let's say you invest $2000 per month for 25 years. In a long-term savings plan or bank savings account, let's assume 3% growth to be very generous: you will have turned your $600k into $894k. After this course, you invest aiming to make 7% per year and keep fees down to 1%: you'll have $1.4 million - that's an extra 500k for a great retirement! Even if we just teach you how to save an extra 0.5% on fees each year, we'll still help you make an extra 100k! That's a 337x return on the cost of this course :)

What our clients said when we ran this as a workshop:

Because of your workshop and how you have taught me, I have managed to invest $40,000 since April 2020! I am so happy and I can't believe it.
Honestly, you have changed my life (my mum is so thankful to you too).

Hazel, UK expat
Probably the most important workshop of my life.  I look forward to investing as soon as possible using what I've learnt.

Julian, South African expat
One of the best things I've ever done.
The workshop is awesome!

Alison, UK expat

Frequently-Asked Questions

Is this a 1-day workshop?
No, the course has 7 hours of short (3-15 minute) video lessons you can watch in your own time. You can binge them all at once or watch one per day on your laptop, tablet or phone.

How long do we have access to the video lessons for?
Forever. Plus I will update them and add new ones.

What's in a video lesson?
Each video covers a specific topic over 3-15 minutes. Sometimes it's me talking to you directly, very often I have images, charts or diagrams to illustrate each concept as clearly as possible. Then below each video are some questions for you to think about, which you can answer in your workbook.

What if the information becomes out of date?
Most of our recommendations are timeless and designed to work in any life or stock market situation. Other information, especially brokerage prices, change frequently. We will update videos or make a note when things change, and we keep on top of the latest fees etc.

What if I have a question?
You will have access to live Q&A sessions and a dedicated facebook group community for a month on joining. We will hold live Q&A sessions at least once per week. You can submit your questions in advance and also ask questions on the day. We will record each session in case you miss it.

I will also be live in the facebook community group almost every day answering more questions, adding more colour to the lessons and discussing what's happening in the world (in the context of expat investing). We want ALL questions to be answered, even ones you think are stupid (they won't be, we love 'stupid' questions).

I know nothing about investing, is this course for me?
YES, we assume no prior knowledge. We will teach you everything you need to know, in a really clear and simply way, and help you when you get stuck. I passionately believe that anybody can learn how to invest by themselves - we've helped thousands of people do exactly that.

I know how to trade stocks, is this course for me?
YES. We will show you have to invest in a sensible way that will grow your retirement fund hugely over the long term and free up your time away from the markets, to spend with your family and earning money. Also we will show you the varieties of funds that you must avoid to prevent a large tax bill, as well as how to optimise many other parts of your investing process.

I'm an expat living in X country and from Y country, is this course for me?
Yes, it doesn't matter which country you live in or where you come from. There are many universal lessons that need to be applied. We can also go into the details of funds, currencies, transfers relevant to your home country.

We can't get into the tax specifics of each country (except perhaps the UK), but there are some general rules that will help you deal with tax in any home country. We specifically talk about what to do when moving home or to another expat country.

We have had many expats from UK, Europe, India, Pakistan, Australia, New Zealand, South Africa, Canada and the US join our workshops.

I'm a US expat, is this course for me?
Yes, with some caveats. We will show you how to think about investing and how to minimise risk, what funds to invest in, how to open a brokerage platform and how to transfer money. We won't deal specifically with the US tax system for US expats, or cover Roth IRA strategies etc, though we can certainly point you in the right direction to learn more about those! We will do our best to answer any non-tax questions you have in the Q&A also.

Are you affiliated with any financial services companies?
NO. There are so many commission-driven financial advisors in expatworld giving bad advice to get money out of you. I do not have any affiliation with any financial services companies and I don't receive commission or kickbacks from anyone.

That's the way I like it, because it allows me to be honest and transparent about what works and what doesn't, with no conflicts of interest. If I recommend a company, it's because they are effective and inexpensive. Often, I use these companies for my own investing.

Will this course give me personalised financial advice?
No, this course is for your education. What you decide to do with it is entirely up to you and we are not liable for any financial results. No part of the course should be seen as personalised financial advice, including answers to questions. However, we will give you frameworks and guidelines that will be hugely valuable for making your own financial decisions. We practise what we teach with our own investing and we want you to avoid the mistakes we made.

Why are you teaching expat investing?
I found the lack of information and the frequent disinformation about expat investing very frustrating. With my background in psychology and financial services, including advising funds with billions of dollars, I have made it my mission to help expats learn how to invest simply and sensibly. No expat left behind!

2020 - now is the time to learn how to invest properly!

2020 has been rough on everybody. You may be waiting to sort out your finances until you have a (better) job, can leave the house again without catching the plague, have time to go through your expenses etc. Don't wait. It's important to get a grip on your current situation so things don't get worse and it's important to plan for your future, ready for when things get better.

We'll give you everything you need to start investing properly for your future.

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