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What is?
This service is about teaching you to create, review or optimize your own passive investiment portfolio.

How it works:
1. You request a customized training for creating, reviewing or optimizing the portfolio using the requisition form. You will give us information regarding your objectives and investor profile. At the same time, you create an account on our platform.
2. We will analyze your details to provide you training on how to create, review or optimize your passive investment portfolio.
3. We will contact you to deliver the training session, or to clarify any question.

Next step: service request form:
a) Inform your goals
b) Inform your current financial situation.
c) Provide information for analysis of your profile
d) Inform your current financial situation.
e) Select the desired training: creation, review or optimization.
f) Enter your contact details
g) Create (or access) your account.
h) Set up the payment and send the form.

TERMS & CONDITIONS:
The contracted training will start in an agreed date, after confirming your payment.
If you are not satisfied with the training delivered, please contact us. We will do our best to serve you.
The service is for only one training session.
You agree not to reproduce, duplicate, copy, sell, resell or exploit any part of the Service, use of the Service, access to the Service or any contact on the website through which the service is provided without our express written permission.
You understand that the content on our platform (not including credit card information) can be transferred without encryption and can: (a) be transmitted over multiple networks; and (b) undergo changes to adapt and adapt to the technical requirements of connecting networks or devices.
Credit card information is always encrypted when being transferred between networks.

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I´d like to learn how to create, review or optimize a passive investment portfolio.

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Please follow the process to address this client demand.

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Learn how to create, review or optimize a passive investment portfolio

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