Blue & White Finance Crash Courses are the perfect way to learn fundamentals that will propel your financial success.
(Scroll down to see all our crash courses)
- Each course is 1-3 hours long and can be finished in one evening or at your own pace.
- Courses are practical, with minimal theory. At the end you will know exactly how to implement what you learned.
- Courses are low cost, a fraction of the cost of a private consult.
CORE SKILL
Earn more from your savings in Israel
- 2.5 hours of videos
- 100% money-back guarantee
This course will help you achieve your financial goals and get your savings working for you.
You will walk away a financial plan for the short & medium term with your money in accounts that you will actually earn interest on.
- Everything included so you DON'T GET STUCK. Video walkthroughs, guides, and an exclusive automated savings allocator! 19 lessons with over 2.5 hours of video content.
- Students typically earn more in interst than they pay for this course!
The course includes ALL of the following:
- Building your plan
- What is an emergency fund?
- How to choose a Pikadon
- Makam (מק”מ)
- Keren Kaspit (קרן כספית)
- Step-by-step walkthrough buying different savings vehicles.
- Implementation flow-chart for Americans and non-Americans
- Use our savings allocation tool
- Creating your simple action plan
- Incorporating stocks & bonds
- How to adjust & manage your savings over time
CORE SKILL
Mastering Money Transfers to Israel
- 1.5 hours of videos
- 100% money-back guarantee
This course will help you choose the best platform or service for your unique money transfer needs and teach you how to use it effectively.
Transferring money can feel scary. There are so many different platforms, fees, and banking challenges to navigate.
That’s why we built our newest online, self-paced crash course – to walk you through everything – step-by-step!
- Everything included so you DON'T GET STUCK. Video walkthroughs, guides, and an exclusive calculator! 21 lesson with over 1.5 hours of video content.
- Students typically save far more on currency fees than they pay for this course!
The course includes ALL of the following:
- Welcome to the course
- Building your plan & reducing risk
- Understanding and choosing the best option for you
- Receive access to our exclusive currency exchange calculator
- How to deal with your Israeli bank
- Revolut, Wise, Interactive Brokers & more
- Step-by-step demos for opening and using each platform
- How to transfer money out of Israel
- Keeping a US address
- The best credit cards that don’t charge you a foreign-currency fee
- What happened to Cheerfully Changed!
- FATCA
GAIN REAL UNDERSTANDING
Atzmai Income Masterclass
- 1.5 hours of videos
- 100% money-back guarantee
When you are a freelancer or small business owner in Israel, it can often feel like you are working very hard, but not getting anywhere. Understanding where your money goes and how much you are actually making can make a huge difference to your planning, business management, and confidence.
- Gain access to the only Atzmai net income calculator on the market and understand how to use it to find out your "take-home salary"
- Build a pension contribution plan that will allow you to retire comfortably
- Determine how much you should be contributing to Keren Hishtalmut
- Understand your income tax and bituach leumi work and how to minimize them
- Build an annual income management plan to avoid surprises when your accountant files your taxes
The course includes ALL of the following:
- Welcome to the course
- Familiarizing yourself with the Atzmai Net Income Calculator
- How to use the calculator to determine your net income
- Understanding pension contributions
- Determining your optimal pension contribution
- Understanding Keren Hishtalmut
- Determining your optimal Keren Hishtalmut contribution
- Understanding income tax
- Understanding Bituach Leumi
- Calculating and planning for your income tax and Bituach Leumi obligations
- Understanding business expenses
- Calculating and optimizing your business expenses deductions
- Building your Cash Flow Action Plan
- Osek Patur vs. Osek Murshe vs. Company
- Social Security Tax for US Citizens
A SPECIAL INVESTING PLATFORM FOR OLIM
Mastering Interactive Brokers
- 1 hour of videos
- 100% money-back guarantee
Interactive Brokers has become one of the most popular platforms for Olim. It can serve as a financial bridge connecting to banks all over the world and give you access to low-cost investing and currency exchange.
But the platform can also be confusing to navigate and get comfortable with. That is why we created this self-paced, step by step course to guide you through both basic and advanced features.
- In-depth video walkthroughs, downloadable guides, and more!
- Includes chapters on opening your account, using your account to invest, exchange currencies on the platform, & transfering money in and out effectively and efficiently!
The course includes ALL of the following:
- Getting through the account application
- Transferring money to your account
- Downloadable guides w/video walkthroughs
- Buying shares
- Selling shares
- Automated recurring investments
- Using the currency conversion tool
- Advanced currency exchange tools
- Transferring money out
- Direct Debits
- Changing base currency
- Downloading tax reports
- Tracking performance
FAQs
We know you will love our courses. If for any reason you’re not completely satisfied within a month of purchase, we’ll issue a complete refund. No questions asked.
You will have unlimited access.
No. Our courses are completely independent and we receive 0 economic benefit from the platforms and products we discuss. We believe education, especially financial education, should be completely objective and free from any conflicts of interests. All our courses and educational content are designed based on this principle!
Yes it is! A crash course can be completed in just one night. It is broken down into bite size lessons so you can take your time or get through all the steps in just a couple of hours.
More crash courses coming soon!
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