Investor Assessment

Our proprietary Framework Investing assessment is designed to provide you with deeper insight into your own investing process, while helping us understand where you are on your investing journey.

After your assessment is complete, you’ll receive a personalized email containing:

  • Framework Investor Assessment results
  • A description of the unique strengths and challenges inherent to your investment process
  • Your personalized plan for how Framework Investing might help you
  • Next steps with a follow-up discussion about your results

Let’s get started and find out if Framework Investing’s methodology is a good fit for your style, problems solving approach and long-run investing interests.

Please answer each of the following questions as truthfully as possible so that we can be sure to provide you the best possible investor education experience.


SIGN IN

Current students can use this form to access our courses dashboard.



Not a student? Start a Free Trial!