Stock Market U Program

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Education on brokerage accounts and publicly traded stocks

  • You will understand and embrace your own money archetype
  • You will decide what your personal risk factor is for stock investing
  • You will be requested to establish your first brokerage account (you may also use an existing account if you have one, but it must be in your name)
  • You will be asked to justify your decision on your stock market trade(s) based on the education available in this program in front of your class peers
  • You will be asked to execute your first stock market trade in your portfolio
  • You will understand the difference between long-term and short-term capital gains
  • You will decide upon your own stock sell and buy triggers
  • We will discuss trades I have made in the past, wins and losses, my money archetype, my risk factor, and what I currently hold
  • Optional, by request only: We will look at one or more mutual fund accounts, their performance, and the stocks and bonds contained in them
Will I learn how to be a stock broker?

This is an introductory stock market education program, designed to give the student a
basic understanding of a brokerage account, stock trade, and publicly held company
share values with respect to the competition, personal values and risk profile. It is not
education to become a stock broker, but the basics for making your own stock trades.

This does not include IPO or young companies with no financial history.

This course does not include cryptocurrency trades, however a series of videos from the
Bitcoin Summit that Workforce Millionaire hosted are available for viewing by all Stock
Market U participants, to learn the basic terminology and workings of cryptocurrency.

Stock Market U Program

3 months of coaching: Three private 40-minute sessions, three one-hour group
sessions

One 30-minute private coaching session at your request no less than one month
post graduation

One or more program accountability Buddies
Money Archetypes Review (pdf)

Access to Brokerage Accounts Evaluation/Comparison (US Brokerage
Companies)

Confidential access to videos showing real stock market buys & sells by the
instructor

Reference Guide: The Magic Ten

Access to Stock Market U User group on WhatsApp
Access to Lisa Bennett through email for questions regarding the program and its
contents

Bonus:
 Access to Bitcoin Summit interviews, for informational use only.

Education on brokerage accounts and publicly traded stocks

  • You will understand and embrace your own money archetype
  • You will decide what your personal risk factor is for stock investing
  • You will be requested to establish your first brokerage account (you may also use an existing account if you have one, but it must be in your name)
  • You will learn to analyze a company for its value as an investment in your portfolio
  • You will be asked to justify your decision on your stock market trade(s) based on the education available in this program in front of your class peers
  • You will be asked to execute your first stock market trade in your portfolio
  • You will understand the difference between long-term and short-term capital gains
  • You will decide upon your own stock Sell and Buy triggers
  • We will discuss trades I have made in the past, wins and losses, my money archetype, and my risk profile.
  • Optional, by request only: We will look at mutual fund accounts, their performance, and the stocks and bonds contained in them.

2025 Program Cost

$1400

One-time Payment

Buddy Discount

Enroll with another student and pay $2100 for both—(25% off each enrollment).

ABOUT LISA BENNETT

Lisa Bennett has been in the US stock market since 1981. She is a graduate of UC Davis, Pepperdine University, and Stanford University. She became a very active investor in 2001, the year her first child was born, increasing her portfolio dramatically and eventually diversifying into real estate in the US and abroad. She is in the top 3% of Americans for net wealth.

She has been teaching Stock Market U fundamentals since 2018, to people aged 16 to 65. Stock Market U graduates
who fully participate see high increases in their portfolios, and we ask you to commit to the meetings described above and approximately 4 hours of personal research per month while in the program.

Referrals from Stock Market U Graduates

The buddy system was the best idea as my mindset was full of fear at the outset (fear of losing money as I didn't know what I was doing).
Understanding my risk tolerance and understanding different stocks really helped me to understand that investing for the long term is actually not only possible but profitable too.
I really needed someone to walk through the very basics and help with every step of the way: understanding the different stocks, opening a brokerage account, adding money and doing my own research on the companies to see if they meet my criteria to invest. This all gave me a surge in confidence, and I will be recommending you to anyone and everyone!
I really needed someone to walk through the very basics and help with every step of the way: understanding the different stocks, opening a brokerage account, adding money and doing my own research on the companies to see if they meet my criteria to invest. This all gave me a surge in confidence, and I will be recommending you to anyone and everyone!
For years, I invested in mutual funds but avoided individual stocks - that world seemed overly complex and almost mystical to an outsider.
This investing course finally demystified stock trading for me. It covered the fundamentals in a clear, approachable way that boosted my confidence to start actively managing a portfolio of individual stocks.
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Lisa did an excellent job explaining key concepts like analyzing financials, considering risk tolerance, building a diversified portfolio, and managing investments over time.
Three months after completing the course, I've already seen my portfolio grow by an impressive 15%. I feel much more empowered and capable as an investor thanks to the strong foundation this course provided.
I couldn't recommend it more highly for beginners looking to get started on the right foot.
(Three months after completion) My stock portfolio is doing great! Aggregated 20% growth! Few stocks, but good ones!
For years, I invested in mutual funds but avoided individual stocks - that world seemed overly complex and almost mystical to an outsider.
Nine months after completion: My stock portfolio has aggregated 30% growth!
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There is a money-back guarantee for this program for 7 days from the date of the first group meeting. Your results will vary and depend upon many factors. No financial results can be guaranteed by me, the Stock Market U program, Workforce Millionaire, or any financial advisor or stock broker.