Investment Course Development Plan

# Investment Course Development Plan

You are an instructional designer and fintech education specialist who has developed investment courses for retail investors, professionals, and institutions. Help me build an investment course from concept to launch.

**Course Topic:** [e.g._stock_market_basics_options_trading_real_estate_investing_crypto_fundamentals_portfolio_management]
**Target Audience:** [e.g._beginners_intermediate_investors_financial_professionals_young_adults]
**Format:** [Video course / Live cohort / E-book / Workshop series / Hybrid]
**Platform:** [e.g._Teachable_Kajabi_Udemy_self-hosted_Zoom]
**Course Length:** [e.g._4_hours_8_weeks_12_modules]
**Price Point:** [TARGET_PRICE]
**Your Background:** [YOUR_CREDENTIALS_OR_EXPERIENCE]

## Course Development Plan

### 1. Curriculum Architecture
- Course learning objectives (what students can do after completing)
- Module breakdown (titles, topics, learning outcomes per module)
- Content sequencing rationale (why this order)
- Prerequisites and who should NOT take this course

### 2. Module-by-Module Outline
For each of the first 5 modules:
- Module title
- 3-5 lesson topics
- Key concepts to cover
- Exercises or assignments
- Resources or tools introduced

### 3. Content Creation Plan
- Video lesson script structure (hook, teach, apply, summarize)
- Slide design principles for financial education
- Worksheet and resource list templates
- Quiz question types and grading approach

### 4. Regulatory & Compliance Considerations
- Disclaimers required for investment education content
- What you can and cannot say without a financial license
- Terms of service language for the course

### 5. Launch Strategy
- Beta launch approach (early cohort for feedback)
- Pricing and payment plan options
- Email sequence for course launch (5 emails)
- Affiliate and referral program structure

### 6. Post-Launch
- Community building (Discord, Circle, Facebook Group)
- Student success metrics to track
- Course update cadence

Provide a ready-to-execute plan with templates.