Accredited Investor University (AIU)

Plan & Act’s Accredited Investor University (AIU) is designed to prepare investors for high risk with potentially high return investment opportunities

What is an Accredited Investor?

An accredited or sophisticated investor is an investor with a special status under financial securities regulation. Generally, accredited investors include high-net-worth individuals, banks, financial institutions, and other large corporations. Only accredited investors can access complex, high-risk, unregistered securities such as venture capital, hedge funds and angel investments.

Our Outcomes

To update participants on the global democratization of investing and the reasons for new SEC definition of an accredited investor effective December 8, 2020.

To educate accredited investors about the expanding opportunities available to them.

To provide accredited investors with the training that will measurably improve their decision-making skills.

Your Benefits

By enrolling in the three courses which are the core of the AIU Curriculum, you will become a more sophisticated investor as per SEC. Participants will:

  1. Gain a better understanding of the world of unregistered securities.
  2. Learn how unregistered securities might fit in a wealth building or conservation strategy.
  3. Begin to master the science of risk measurement.
  4. Learn strategies for tipping the odds in their favor.
  5. Master strategies for reducing or eliminating taxes on potentially high returns.
  6. Interview a successful investor in Private Equity.
  7. Receive an accredited investor checklist.
  8. Receive a sophisticated investor checklist
  9. Make better decisions about the new opportunities opening to them.
Our Courses

These courses were delivered.

Already a client? Contact your advisor for more instructions!

Private Equity Mastery
June 10-11, 2021
Black Swan & High Volatility Mastery
July 22-23, 2021
Tax Mastery
August 19-20, 2021
AIU Bundle
All three courses!
Our Special Offer
For You

Become a Diamond client and gain access to all recorded courses PLUS MORE:

  • Portfolio Analysis / 2nd Opinion
  • Automatic Enrollment in Future AIU Courses
  • Advisor Assisted 5-Year Financial Plan
  • Individual Results Coaching Sessions with a Licensed Advisor
  • Online PAA Knowledge Center
  • Investment Management
  • Access to Dimensional Funds
All Diamond and Life & Wealth Mastery clients have free access to all these courses.
Courses Outline
Private Equity
  1. Interview with Dr. Riadh Fakhoury, Vestech Partners, Founder and Managing Partner
  2. The new (August 6.2020) rules to qualify as an accredited investor
  3. Principles of Functional Asset Allocation and the Wealth Pyramid
  4. The hierarchy of decisions
  5. A look behind the scenes at the actual odds
Black Swan & High
Volatility Mastery
  1. Checklist for a sophisticated investor
  2. The problem with beliefs
  3. Tools for tipping the odds in your favor
Tax Mastery
  1. Self-directed IRAs and Roth Conversion strategies
  2. Trading & gifting strategies
  3. The Qualified Small Business Stock (QSBS) tax exemption (Dr. Riadh Fakhoury, Vestech Partners, Founder and Managing Partner)