Stabilise
First salary, emergency planning, debt, family support and cash-flow control.
Outcome: a personal money systemStudyVest Pro member preview
A guided system—not just a paywalled article library.
Pro turns financial education into a 90-day roadmap with progress tracking, research labs, practical templates, assessments and a portfolio journal.
Current roadmap
26%
First Salary and Wealth Foundations
4 of 15 activities complete
Your first 90 days
One clear path from stability to analysis.
Members do not need to decide what to study next. The roadmap moves through early-career decisions in a practical order.
Build
South African investment structures, long-term assets, costs and risk.
Outcome: an investment research checklistExpand
Global markets, currencies, fund analysis, scenario testing and paper portfolios.
Outcome: a documented paper portfolioMember dashboard
Everything required to learn, practise and review.
Global Markets and Wealth
Lesson 3: Currency risk and rand returns
Continue lesson →
How a global fund can hide concentration
Analyse holdings, sector weights, currencies and duplicated exposure.
Open case study →Currency-effect simulator
Separate asset return, rand movement and fees.
Open simulator →Paper portfolio review
Document the thesis, evidence, risks, decision and result.
Open journal preview →What could go wrong?
Use a downside checklist before accepting an investment story.
Open risk clinic →Module knowledge check
Six questions with explanations and a progress score.
Try an assessment →Premium labs
Learn by making decisions.
Each lab converts a lesson into a practical task with assumptions, evidence and a written conclusion.
Portfolio Lab
Build a paper portfolio, define allocation rules and review concentration.
Fee Drag Lab
Compare how platform, fund, transaction and currency costs affect outcomes.
First Salary Lab
Model take-home pay, work costs, family support, debt and long-term contributions.
Research Lab
Analyse a company or fund using the same evidence-led template every time.
Templates and outputs
Finish Pro with work you can use again.
Business model, holdings, fees, risks, valuation questions and evidence.
Printable + digitalTake-home pay, essentials, support, debt, emergency target and automated contributions.
Editable worksheetDecision date, thesis, downside, review trigger, outcome and learning.
Ongoing recordIssued after lessons, assessments and required practical activities are completed.
Completion evidenceEvery month in Pro
Fresh value beyond the course library.
- Week 1: one deep-dive lesson or South African wealth case.
- Week 2: one simulator or practical research lab.
- Week 3: one global or local market case study.
- Week 4: one review quiz, journal prompt and progress update.