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ARCO Academy: learn to invest, in depth

8 courses and 32 free lessons, from beginner to intermediate, with peso examples and written for people investing from Mexico. Each lesson has the key points and a quiz.

Course 1 · Beginner · 4 lessons

Personal finance: your starting point

Budget, debt, emergency fund, compound interest, inflation and goals: what's worth having clear before investing your first peso.

  1. Before you invest: budget, debt and an emergency fund
  2. Why invest and how compound interest works
  3. Inflation: the cost of doing nothing
  4. Goals, time frames and why you invest
Course 2 · Beginner · 4 lessons

Fixed income: lending your money

CETES, bonds, notes and SOFIPOs: how they work, how protected your money is and why Banxico's rates move everything.

  1. CETES: the starting point of fixed income in Mexico
  2. Bonds: rate, term and why their price goes up and down
  3. Notes, SOFIPOs and interest-paying accounts: protection and risks
  4. Interest rates and Banxico: why they move everything
Course 3 · Beginner · 4 lessons

Stocks: owning a piece of a company

What a stock is, how the stock market works, what dividends are and how to read splits, buybacks and other events.

  1. What a stock is and why it goes up or down
  2. How the stock market works: orders, hours and prices
  3. Dividends: how they work and what to check
  4. Splits, buybacks, IPOs and other company events
Course 4 · Beginner · 4 lessons

Funds and ETFs

ETFs, indexes and investment funds in Mexico: how to diversify with a single purchase, what it costs and how to compare funds.

  1. ETFs: hundreds of companies in a single purchase
  2. Indexes: S&P 500, Nasdaq, Dow Jones and the S&P/BMV IPC
  3. Investment funds in Mexico: how they work and what they charge
  4. How to compare ETFs: fees, overlap and what's inside
Course 5 · Beginner · 4 lessons

Investing from Mexico

Brokerages, the SIC and foreign brokers, the dollar's effect, taxes and your retirement with the Afore and PPRs.

  1. How to invest from Mexico: brokerages, the SIC and brokers
  2. The dollar and your investments: the exchange rate
  3. Taxes when investing in Mexico
  4. Retirement: Afore, voluntary contributions and PPR
Course 6 · Intermediate · 4 lessons

Risk and portfolio

Volatility and drawdowns, diversification, asset allocation, regular contributions, rebalancing and the costliest mistakes.

  1. Risk, volatility and drawdowns: what to expect
  2. Diversification and asset allocation
  3. Regular contributions and rebalancing
  4. Common investing mistakes and biases
Course 7 · Intermediate · 4 lessons

Fundamental analysis

Financial statements, valuation multiples, profitability, debt and how to read a quarterly report.

  1. Financial statements made simple: sales, profit and cash flow
  2. Valuation multiples: P/E, P/B, EV/EBITDA and free cash flow yield
  3. Profitability and debt: margins, ROE and leverage
  4. How to read a quarterly report (and the price reaction)
Course 8 · Intermediate · 4 lessons

Technical analysis

Candles, support and resistance, trends, moving averages, RSI and volume, and what technical analysis can't do.

  1. Candlestick charts: how to read them
  2. Support, resistance and trends
  3. Moving averages, RSI and volume
  4. What technical analysis can and can't do

Make your plan in 3 minutes

A survey that builds a sample portfolio for your goal and time frame. Free.

Make your plan in 3 minutes

Compound interest calculator → · Investing glossary →