Course Description

Most new investors struggle with finding the right places to grow their money. 


This usually ends with investing in things that lose money or have higher fees. In fact, the average investor will lose more than $1,500 each year due to fees and bad investment selection. 


But how easy could investing be if you knew exactly what to buy and how much money to put in? 


The Perfect Portfolio Course is your answer! 


The Perfect Portfolio Course is designed to teach new investors how to choose their own investments and test their investment ideas before spending their own money. This course also helps investors reduce the fees you pay each year which helps put thousands of dollars back in your pocket. 


The course includes:

  • Perfect Portfolio Course ($1,000 value) - 1.5 hour training to teach you the fundamentals of the stock market and the different types of investments you can choose
  • Investing Test Toolkit ($200) - Gives you tutorials on two investing tools to test out your investment ideas
  • Investment Workbook ($5,000) - If you're looking to invest ASAP, the Portfolio Cheat Sheet can help you to invest in less than 10 minutes
  • Fee Analyzer Tool ($500) - This tool will help you save money with your investment choices and improve your overall performance
  • Investment Savings Guide ($2,000) - The ISG is designed to help you save your first $1,000 to start investing.


The total investment for the Perfect Portfolio Course is just $697 (or 2 payments of $375). 


What students are saying:
"I benefited from this course and the info provided. Now I can determine how much is needed for retirement and balancing paying off student loans back. This session is leading myself (and others) in the right direction" -B. Johnson, Rochester, NY


"I now have a road map to start my investment portfolio. Kevin was great!" -Tiffany G., Atlanta, GA


"Oh. My. Gosh...That class was amazing and the information was easy to digest! I’ve been so afraid of diving into investing because it seems so convoluted...Now I feel pumped and ready to go! Thank you Kevin!" A. Harrison, Charleston, SC

#1 Bestselling Author & Top 100 Financial Advisor

Kevin Matthews II, M.S.

Kevin L. Matthews II is a 4-time Plutus Award winner and number one bestselling author. He has helped hundreds of individuals plan for their retirement and managed more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia.

Kevin launched BuildingBread in 2010 to inspire millennials to set, simplify, and achieve any financial goal. Kevin regularly speaks to young adults nationwide and has been featured in several media publications and productions, including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, CNBC, and many others.

Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University, and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC).

Course curriculum

  • 1

    Perfect Portfolio Course

    • What is a portfolio and how does it work?

    • Link to Risk Tolerance Questionnaire

  • 2

    How to use the FINRA Fund Analyzer

    • Using the Analyzer

    • Link to FINRA Analyzer

  • 3

    Testing your investments

    • Testing Toolkit

    • Links to testing sites

  • 4

    Investment Toolkit

    • How to use the Investment Workbook

    • Investment Workbook

    • Other Index Mutual Funds and ETFs
  • 5

    Investment Savings Plan

    • Investment Savings Plan

  • 6

    How to Use this Course With Your Retirement Accounts

    • Notes on Comparing Mutual Funds in Your Retirement Account

    • Using the PPC with Your Retirement Accounts
  • 7

    Understanding Your Statements

    • Statement Walk Through

Pricing options

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