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Investment Club Start Up Guidebook

Downloadable e-Book Instruction Guide

Your Instructor


Troy D. White
Troy D. White

Troy White has a Master’s Degree in Financial Analysis & Investment Management, a Bachelor of Science Degree in Business Management and a U.C. Berkeley Professional Certificate in Personal Financial Planning. He is also a Certified Treasury Professional with extensive experience and knowledge in educating customers on Investments, Securities Settlement Issues, Mortgage Warehouse Lines, Mortgage Backed Securitizaties, DTC, FED delivery, P&I Payments, Corporate Actions and other operations specific issues. He has held Series 7, 63, 65, Life & Health, CA Real Estate agent, Notary and NMLS licenses.


Course Curriculum



Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!