You will finish this program with:

  • An investment account and portfolio of your choosing already open

  • An understanding of how to build a simple financial plan

  • An understanding of what you should invest in and how to diversify your investment globally with little effort

  • The motivation and ability to save money toward your long-term goals

  • An understanding of why the market goes up and down and what to do when it does

Full Curriculum

The course is organized into bite sized lessons so that you can make progress at your own pace & schedule.

    1. Intro

    2. Why invest?

    3. The power of investing & compounding

    4. Why markets go up

    5. Key takeaways

    1. Comparing different investment platforms

    2. Choosing the right brokerage for you

    3. The Brokerage Cost Calculator

    4. Step-by-step guides for opening your account!

    5. IBKR account demo

    6. IBI account demo

    7. Chapter 2 challenge

    8. Which brokerage did you choose?

    1. Stocks vs. bonds

    2. Active vs. passive investing

    3. Index Funds & ETFs - What they are and how they work

    4. Diversification (The only free lunch in investing)

    5. Where bonds fit in

    6. Avoid these for an extra million at retirement

    7. Key takeaways

    1. US tax no-no's (US Course)

    2. Exchange rate risk

    3. The truth about Israeli stocks

    4. Choosing your investment mix

    5. Chapter 4 challenge

    1. Why we learn about risk

    2. When markets crash

    3. Techniques to prepare for long-term success

    4. Free tools for visualizing and stress testing your portfolio

    5. Chapter 5 challenge

    6. Your risk tolerance & reducing risk

    7. Key takeaways

    1. Creating a "long-term bucket" & financial planning

    2. Investing a lump sum vs. averaging into the market

    3. The "test bucket" approach

    4. Start investing!

    5. Automating the investment process

    6. Consolidating existing investments

    7. Writing a plan you can stick with

    8. Chapter 6 challenge

    9. Summary & Next Steps

Online Investment Course

  • 5 hours of video content
  • 50 short, step-by-step lessons to help you move forward in each chapter

Your chance to stop making excuses

Be proud of yourself for finally putting your money to work.

  • Separate tracks for US and non-US citizens to address the specific tax considerations of each group

  • A comprehensive framework for understanding the market, choosing an investment platform, and creating a diversified portfolio - from A-Z

  • Personal support from the instructors to get your questions answered throughout the course

  • Save millions of shekel over your lifetime by reducing fees and cutting out the middlemen

Bonus material

Joining will give you access to the tools and resources you need at no additional charge!

  • Proprietary Calculators

    500₪ value

    Unique tools to aid in your investment journey. Visualize your portfolio together with existing pension or Keren Hishtalmut accounts, discover how to compare ETFs, and find the cheapest investment platform for your specific circumstances.

  • Join the community

    Priceless

    All alumni of the course will have the opportunity to join an exclusive community WhatsApp group for ongoing support and updates from the instructors and fellow students. Successful investing isn't a sprint, it's a marathon and we are all in this together.

Blue & White Finance is a collaboration between two leading experts in Olim finance, Aaron Shuchatowitz, AWMA™ and Nadav Ellinson, MBA

Our mission is to bring objective financial education to everyday olim and help you achieve your finance goals in Israel.

We strongly believe that investing should be accessible to all. You shouldn't have to pay an advisor 1% of your portfolio every year in order to achieve great results.

Have a question?

Please don't hesitate to reach out!

Send us an email or be in touch via WhatsApp and we will get back to you as soon as possible.

Testimonials

“Even with all the information out there today, as a US/Israeli duel citizen the optimal financial path forward isn't always clear. Aaron Shuchatowitz and Nadav Ellinson who are both incredibly knowledgeable in this space did an excellent job of curating their content directly around the financial complexities of investing for olim in Israel, and of highlighting a path forward that is clear and actionable. If the course had a mantra it would be "Don't get stuck!" and they bring everything to the table to make sure that you don't. Thanks for bringing olim what they actually need when it comes to investing- a practical path forward (that also accounts for the realities of duel citizenship) and a clear understanding of how to execute on it. High value, highly recommended.”

Naomi Fleisher

“Attended the investment workshop and learned soooo muuuch!! The content was well researched and full of clear and to-the-point advice for Olim. Thank you guys for this initiative and I am looking forward to connecting within the community and starting my new investment career! ”

Peter Gorne García

“Wow. I was blown away by The Oleh Investment Academy. I came away with so much knowledge and confidence. My stress around investing has faded away and I’m now depositing monthly into a portfolio that I designed BY MYSELF!”

Kelly

“I didn't know what to expect at first but I have been quite simply blown away by the quality of the course. The balance between theory and practical guidance was perfect. Beyond the course itself being highly informative and helpful, the post course support has been immensely useful. Every question has been answered with dedication and detail. The Oleh Academy has been the difference between me being too scared and overwhelmed to begin trading and being confident to take my first step. I can't recommend it enough.”

Yishai Katsch

“Finally a course that give you the actual steps to take action right away! I read so many books about investment before, but I never did anything about it, first if all, because they were very focused on the US and US citizens, and secondly because they said the theory, but never how to start. Finally I got the info I needed for my reality (olah hadasha), with clear steps on what to do and how to start! This is relevant for all olim!”

Lorena Uribe

Meet The Instructors

Nadav Ellinson, MBA

Hi, I'm Nadav. After making Aliya 10 years ago from Australia I co-founded a successful hitech company, Intelligo Group, where I served as CFO and COO. I'm passionate about finance and today I'm a personal finance consultant, helping my clients achieve their financial goals. I hold an MBA from Tel Aviv University.
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Aaron Shuchatowitz, AWMA™

Hey there! My name is Aaron. I moved to Israel from Los Angeles over 10 years ago and now live in the Jerusalem suburbs with my wife and two kids. In addition to my financial education and consulting services in Israel, I work remotely as a licensed investment advisor in California. I am an accredited wealth management advisor (AWMA™) with over a decade of experience working in business development, real estate, and finance.
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FAQ

  • Is this course for beginners?

    This course is designed to teach all the fundamentals you need to build a stock market portfolio from A-Z (from Israel). The content is perfectly suited for both total beginners and those with some investing knowledge who are looking for practical guidance on how to get started in Israel.

  • What if I have questions along the way?

    Asking questions and getting answers is the key to successful learning. You will be able to submit questions and get quick responses from Aaron and Nadav throughout the course. Upon completion, you will also have the opportunity to join The Oleh Academy’s exclusive Whatsapp channel for ongoing support from the instructors and the student community.

  • What is your refund policy?

    We know you’ll love this course. If for any reason you’re not completely satisfied, you can request a complete refund prior to completing 30% of the course and within 30 days of registration.

  • How long will I have access to the course materials?

    You will have access to all course materials and instructor support for 6 months from the date of registration. An additional 3 month extension of access can be requested.

  • Do you earn commissions or referral bonuses on any of the platforms or services you recommend in the course?

    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 will be designed based on this principle and the fiduciary standard.

  • Do I need a minimum amount of money saved before taking this course?

    No. This course is designed to teach you how to build wealth by putting as little as 100 shekel to work per month. However, there are some investing platforms (especially in Israel) that require relatively high minimums to open an account. This course will help you understand the limitations and costs of the different platforms and help create a plan for getting started.

  • I don't have a lot of time to devote to investing - is a course teaching me how to manage a portfolio on my own really right for me?

    Yes it is! The goal of this course is to teach you how to build a passive, hands-off investment portfolio that you can automate as much as possible. The best investment strategies for the vast majority of people involve minimal effort and time once your portfolio is set up. Here is the dirty little secret Wall Street doesn't want you to know - paying a professional to actively trade your money is highly unlikely to improve your returns in the long run.

  • I have no money in savings and significant amounts of debt - is this course for me?

    This course is designed for those looking to begin their investment journey immediately. One of the key components of a successful long-term financial plan is making sure you are taking care of your immediate needs first. A full course on budgeting and cash flow management is in the works - stay tuned.

  • Are you licensed investment advisors?

    We are not Israeli licensed investment advisors and will not be giving investment, tax or legal advice. Our course is for educational purposes only. It is designed to give you the tools to make your own investment decisions with confidence while also getting the most out of any professional advice you receive.