Profile PictureTravisse Hansen
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(Pre-Sale Discount) Become an Accredited Investor in 30 Days

$99
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(PRE-SALE: The full course will be delivered by April 2023 at the latest. The pre-sale is being offered at an early supporter price with limited slots at $99. Once the course is live it will be $298.)

Build Wealth Like the 1% 5%

Only 5% of adults in the U.S. are accredited investors.

That means only 5% of adults can invest in startups, hedge funds, private equity and certain types of real estate. While risky, many of those assets classes are where true fortunes are made.

Lucky for us, the law recently changed.

New SEC Law

In 2020 the SEC passed a new law that lets you become accredited by taking an exam and registering an advisory firm with the SEC rather than the old rules that required you to have $1M (excluding your home), or $200k-$300k income for last two years depending on if you're married. This means anyone can now become an accredited investor.

And if you focus, you can do it in less than 30 days.

What This Course Offers

This course gives you everything you need to go from where you are now, to accredited investor, in 30 days including:

  1. Guides to pass the Series 65 Exam the first time you take it.
  2. Pre-filled forms and guides for registering your advisory firm the SEC and registering as an investment advisor.
  3. Pre-built website with all the pages and wording the SEC looks for.
  4. Discounts for Series 65 prep materials.
  5. Guides for accessing accredited investor deals.
  6. Chat and email support for 60 days post purchase.

The format is ~70 pages of text and 10 videos plus chat and email support.

This course doesn't include:

  • Cost of study materials (here’s a trick that gets you all you need for $10 instead of $200).
  • Cost of taking the exam ($187)
  • Cost of SEC registrations ($40)

All in, including this course, you can get fully accredited for just under $550.

Is the Series 65 Exam All I Need?

The Series 65 exam is necessary but not sufficient to become accredited. After passing the exam you have to create a new investment advisory firm with the SEC and then register yourself as a registered financial advisor within that firm, and show a working website for that form.

As a bonus you become a registered financial advisor!

Who is this Course For?

  • People with high salaries relative to their cost of living with spare money to invest.
  • New grads or young professionals that may even high salaries but not two consecutive years of earning at that level.
  • Founders working in startups with no or low salaries but many opportunities to invest.
  • Anyone who wants full access to the investing opportunities available in the U.S.

Course Content

Part 1: Passing the Exam

In this section you will get tips and content for passing the exam the first time with about two weeks of studying:

  1. Three different packages for study materials depending on your learning style.
  2. Discounts on the course materials.
  3. Access to a Discord community of future investors studying for the same test.

Part 2: Getting Certified

In this section you'll receive the biggest time savers from the course:

  1. Pre-built website with everything the SEC wants to see including a code of ethics and specifics about your firm.
  2. Pre-filled forms to create your advisory entity with the SEC.
  3. Pre-filled forms to register as an investment advisor representative with the SEC.
  4. Detailed step by step instructions on how to set up the website, submit the forms, and get over the hurdles to becoming accredited.

Part 3: Finding Deals

We’ll use this section to help you speed run the options available to you as an accredited investor and to start finding good investment deals across:

  1. Startups and Angel Investing
  2. Hedge Funds
  3. Private Equity
  4. Real Estate

We'll also cover a bit about how to not blow yourself up in this section. Being accredited means you don't have the SEC (however ineffective it may be) watching out for you. You need to be careful and only invest what you can lose.

100% Satisfaction Guarantee

If for anyone reason you don’t like the course or it wasn’t as valuable as you thought it would be you can request a refund. This is true of the pre-sale as well. If you change you’re mind, you can receive a refund with no restrictions.

About the Author

I’m the founder of (https://www.radiantwallet.app/) and love making financial products simple for more people to use. In the last several years in tech I've been frustrated by being locked out of deals I’ve seen around me. I'm in the process of accreditation and it's been unnecessarily painful and time consuming so I decided to create this course to make it 10x faster for those interested.


Disclaimer

Investing in private companies and private deals is risky. Is it more risky than investing in an anonymous Twitter user’s NFT project? Probably not. But it does entail risk and is not a a guaranteed path to riches. We’ll cover risk management in the course but as Uncle Ben said: with greater access to deals the more possible it is to blow yourself up with great power comes great responsibility.

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You'll get 66% off the launch price as well as early access to the course. Thanks for being an early supporter!

Exam Study Material Discounts
$190 value
SEC Form Submissions
$200 value
Fully Built Advisory Firm Website
$500 value
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$99

(Pre-Sale Discount) Become an Accredited Investor in 30 Days

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