Why are investors required to take the financial action and investment course?
Published on: November 11, 2024
First, people wanted a course. Second, the course helps assure that the CIT investment is appropriate for them. The classes are most often facilitated by investors, who are given a stipend for their time. The course assures that investors have budgeted for the CIT investment accurately and that they understand the CIT in the context of other investment options. Investors uniformly report that they have valued the “Moving from Owing to Owning” class and appreciated meeting other potential investors. People wanted to understand what investment choices they have, and to choose one that fits their budget and financial goals. We have found that the course helps build trust and community engagement.