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V.I.S.I.O.N Investment Academy
Build a Strong Investment Portfolio and Secure Your Financial Future!
Whether you’re feeling overwhelmed by the complexities of investing or anxious about making the wrong financial decisions, the V.I.S.I.O.N Investment Course provides the clear, step-by-step guidance you need to confidently take control of your finances and create the life you’ve always dreamed of.
We Recognize This...
You’re overwhelmed by all the different advice on how to start investing, leaving you confused and unsure of who to trust.
Despite your efforts to learn, it still feels like trying to solve a puzzle without a clear picture. You need a simple, step-by-step guide to help you move forward and see real results!
And You've Probably Found Yourself
- Reading countless articles and books on investing, yet still feeling lost and overwhelmed.
- Trying to mimic others’ investment strategies, only to see inconsistent or disappointing results.
- Hesitating to take the plunge because you’re unsure if you’re making the right decisions.
- Wishing for a way to make your money work for you, but feeling paralyzed by the fear of losing it.
Imagine This....
Imagine waking up with a clear investment plan that aligns with your financial goals. You know each decision you make is bringing you closer to the life you want.
Picture your portfolio growing steadily, each dollar working hard for you. The satisfaction of seeing your investments thrive gives you a sense of control and progress.
Feel the peace of mind that comes from knowing you're on the right path, supported by solid knowledge and a well-thought-out plan.
Now, imagine discussing investments with family, friends, or even a bank advisor with great confidence!
"The best investment you can make is in yourself.
The more you learn, the more you earn."
—Warren Buffett
V.I.S.I.O.N Investment Course
Build Your First Investment Portfolio (Ultimate Guide)
The 5-Step V.I.S.I.O.N Course where you will learn:
- Values - Discover What Truly Matters
- Investigation - Explore Your Investment Options
- Strategy - Craft Your Investment Blueprint
- Implementation - Put Your Plan into Action
- Optimization - Maximize Your Portfolio’s Potential
- And, Nurture Your Growth with Continued Learning
- With this course, you will not only learn how to invest confidently, but you will have lifetime access to the tools and knowledge that will finally make you feel empowered in your financial journey.
By the End of the V.I.S.I.O.N Course, You'll Know How To
You will overcome all the fears and become a confident investor.
Create a personalized investment plan that needs just 2 hours a year to manage.
Confidently manage market changes, ensuring your investments grow steadily.
V.I.S.I.O.N Course
- 6 Modules of investment course including all the step by step tutorials
- 6 Monthly Group Q&A sessions to get your questions answered directly
- Case Study: Reveal Charlene’s Personal Investment Choices, Top Stock Positions and Strategies
- Life Time Access of All the Updates of Future V.I.S.I.O.N Course
- Exclusive newsletter
- 60 free financial educational and data sources to further enhance your learning and investment knowledge
Hi, I’m Charlene H. Cong, CFA
Hello, I’m Charlene, the founder of the V.I.S.I.O.N program, as well as a Chartered Financial Analyst (CFA) with over a decade of experience in the financial industry across Asia and Europe, including time at JPMorgan.
From a small village in North China, I pursued my dreams to Hong Kong and Switzerland, where I built and now manage a 7-figure stock portfolio.
As an award-winning finance educator and a finalist for the Money Awareness and Inclusion Awards 2024, I’m also proud to serve on the executive board of the Swiss Capital Market Forum Association.
My journey from humble beginnings to financial success has fueled my passion to empower 9-5 working professionals and entreprenears to achieve financial freedom through knowledge and practical strategies, just as I did.
Don’t Just Take My Word for It;
Read What Others Say About the Program
Certainly! Here are some testimonials
“The V.I.S.I.O.N program transformed my approach to investing. I went from feeling lost and overwhelmed to confidently managing my own portfolio. Charlene’s clear guidance and practical strategies have given me the tools I need to grow my wealth steadily. I can’t recommend this course enough!”
Sarah L.
Freelance Designer
“As a refugee who started a new life in Switzerland, and someone who hasn’t even finished primary school, the V.I.S.I.O.N program was exactly what I needed to understand investing. Charlene’s course helped me turn my small savings into a growing investment portfolio. Her insights are easy to follow.”
Kunga G.
Restaurant Owner
“Charlene’s V.I.S.I.O.N program was a game-changer for me. As someone with no financial background, I was intimidated by the idea of investing. But Charlene broke everything down into simple, actionable steps. Now, I have a solid investment plan and feel empowered to take control of my financial future.”
James T.
Marketing Manager
This is What’s Inside the V.I.S.I.O.N Investment Course
Module 1: Values - Discover What Truly Matters
- How This Course Will Transform Your Financial Life
- The VISION Framework: Your Roadmap to Investment Success
- 8 Essential Steps to Define Your Investment Goals
- Debunking the Top 3 Myths of Investing
- 3 Key Investment Principles That Boost Confidence and Guide Your Decisions
Module 2: Investigation - Explore Your Options
- Investing unlocked: This one thing will make it all clear
- 3 Steps to Understanding Stocks, Bonds, Real Estate, and Cryptocurrency
- 3 Tips for Choosing Between ETFs, Mutual Funds, Index Funds, and REITs
- Ultimate Guide to Pick Your Investment Style: Active, Passive, Growth, Value—Which One Suits You Best?
- How to Choose the Right Investment Platform/Broker?
- 3 Simple Steps to Open Your Investment Account (With Screensharing)
Module 3: Strategy - Craft Your Investment Blueprint
- How to Build an Investment Strategy That Gives You Peace of Mind
- The 80/20 Rule for Developing a Personalized Investment Plan That Adapts to Life’s Changes
- 3 Key Mentalities to Keep Your Portfolio on Track During Market Volatility
- Case Study: Reveal Charlene’s Personal Investment Choices, Top Stock Positions and Strategies
Module 4: Implementation - Put Your Plan into Action
- How to Start Investing with Just $100
- All the Fees You Should Be Aware
- 3 Tricks Banks Use to Rip You Off and How to Avoid Them
- A Step-by-Step Guide to Execute Your First Trade (With Screensharing)
Module 5: Optimization - Maximize Your Portfolio’s Potential
- 3 Key Strategies to Boost Your Portfolio’s Growth Potential
- 3 Ways to Monitor Your Portfolio Like a Pro and Always Keep Your Investments on Track
- The Power of Automation: How to Make Your Investments Grow Without Constant Management
Module 6: Nurture Your Growth with Continued Learning
- How to Stay Ahead with Continuous Learning: 60 Tools and Resources to Expand Your Investment Knowledge
- The One Tip That Will Let Your Money Work for You—So You Don’t Have to Work for Money
But Wait, There's More, My Friend!
You Also Gain Access To
Bonus #1
6 Live Webinar Q&A sessions with Charlene and her team to get your questions answered directly.
Bonus #2
Bonus #3
V.I.S.I.O.N. Course
- 6 Modules with Step-by-Step Tutorials
- 6 Monthly Q&A Sessions
- Life-Time Access
- Numerous Real Life Case Studies
- Exclusive Newsletters
One-Time Payment
Pay in 3-Installments
14 Days Money Back Guarantee
If you do the work, show me your results within 14 days of enrolling, and you are still not satisfied, I’m glady to give you a refund.
What the Investment Industry Says about Charlene...
“Charlene possesses that rare ability to take complex financial concepts and make them accessible to a wide audience, reflecting her great communication ability and understanding of finance.”
John Woods
Chief Investment Officer, Lombard Odier Asia, ex-CIO at Credit Suisse
“Charlene deeply cares about spreading financial literacy through her personal journey. Hers is a positive and authentic message, and we all have something to learn through her.”
Serena Wong
Author of Why Women Don't Talk Money,Co-Chair of Women in Family Offices.
“As a qualified CFA Charter Holder with a deep understanding of investments and finance, Charlene is an extremely competent individual with an outstanding personality.”
Arjan de Boer
Head of Markets and Investments, Indosuez Wealth Management
Are You Ready to Create Your Financial Future?
It’s time to act. This course will help you overcome your fears, build confidence in your investment decisions, and create a plan that fits your goals.
You’ll move from uncertainty to clarity, learning how to grow your wealth and secure your financial independence!
Here Are Some Most Asked Questions Answered
Absolutely! The V.I.S.I.O.N program is designed for beginners and those with limited investment experience. We start with the basics and build up to more advanced concepts, ensuring you gain a solid understanding at every step.
The course is designed to be flexible, allowing you to learn at your own pace. On average, you can expect to spend 2-3 hours per week for 3-4 weeks going through the modules, digesting and applying what you learn. You can also binge watch all the content over a weekend.
No, you don’t need a large amount to start. The course will teach you how to begin investing with small amounts like 100 USD and gradually build your portfolio over time.
Yes, you’ll have access to monthly Q&A sessions where you can ask questions and get direct feedback.
No worries! You have lifetime access to the course materials, so you can learn at your own pace and revisit any module whenever you need.
The course breaks down complex financial concepts into simple, easy-to-understand lessons. By gaining knowledge and practical skills, you’ll build confidence in your ability to make informed investment decisions.
This course is ideal for beginners, working professionals, students, freelancers, and anyone who wants to start investing but feels overwhelmed or uncertain. It’s also perfect for those who want to build a secure financial future with a long-term investment strategy. However, it’s not for those looking for get-rich-quick schemes or day traders focused on short-term gains. The principles taught in this course apply whether you live in the US, Europe, Asia, or anywhere else, making it accessible to a global audience.
Yes, we offer a 14-day money-back guarantee. If put your effort and work and you’re still not satisfied with the course, you can request a refund within 14 days of purchase. Your success is my success.
The V.I.S.I.O.N program is comprehensive, beginner-friendly, and designed to not only teach you how to invest but also to help you build a sustainable, long-term financial strategy. Plus, it’s backed by real-world experience and success stories.
V.I.S.I.O.N. COURSE
- 6 Modules with Step-by-Step Tutorials
- 6 Monthly Q&A Sessions
- Life-Time Access
- Numerous Case Studies
- Exclusive Newsletters
One-Time Payment
Pay in 3-Installments
14 Days Money Back Guarantee
If you do the work, show me your results within 14 days of enrolling, and you are still not satisfied, I’m glady to give you a refund.
Before you go...
Remember, the best time to start investing was yesterday, but the second best time is now. Don’t let fear or uncertainty hold you back. Take control of your financial future today—your future self will thank you.
I believe in you and your ability to create the financial future you deserve. Let’s make this journey together, and I’ll be with you every step of the way!
Charlene Hui Cong and FinFit GmbH (“FinFit”) solely provide general investment education for informational purposes and do not provide investment services or personalized investment advice. Always invest through a licensed financial services company. Even when following the best possible investment practices, investing in the financial markets involves the risk of loss. You should always consider your individual circumstances carefully before making any investment decisions. All investment decisions remain your own responsibility. Past performance does not guarantee future results.
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All Rights Reserved