Our Courses
Three Courses, Each Built for a Different Starting Point
Whether you are approaching investing for the first time, building on introductory knowledge, or looking for a comprehensive grounding across all major areas — there is a course here that fits where you are now.
Back to HomeOur Methodology
How All Three Courses Are Structured
Each Lion Rock Study course follows a consistent framework regardless of its depth. Material is delivered as written text — carefully structured reading you complete at your own pace. Optional reflection calls happen once per week and give participants a space to test their understanding in conversation. Written exercises help surface assumptions you may not have known you were making. All of this is by design: we think adults learn best when the pace is self-directed and the structure is visible.
Read
Curated, well-structured written material at your own pace
Reflect
Optional weekly calls with a small group of peers
Write
Exercises that put your thinking on paper and keep it there
Course One · Five Weeks · Foundations
Investing After Forty: First Steps
Written specifically for adults who are approaching investing for the first time, or returning to it after many years away. The course covers the difference between saving and investing, how markets behave over long periods, the role of time horizon in shaping decisions, and common decision patterns that affect investors at any age. A plain-English glossary runs throughout the material, and no prior knowledge is assumed.
- Saving vs investing — the core distinction explained
- Market behaviour over long time periods
- The role and meaning of time horizon
- Common decision errors and how they arise
- Optional weekly reflection calls included
Course Two · Six Weeks · Intermediate
Building a Considered Portfolio
For those who have completed introductory material and want to think carefully about constructing their first long-term portfolio. The programme covers asset allocation basics, the case for diversification, how costs compound quietly over time, and rebalancing as a discipline rather than a performance tool. Participants work through a written allocation plan and receive written feedback on their draft. The course ends with a structured document each participant keeps for future reference.
- Asset allocation principles
- Why diversification is a discipline, not a formula
- Costs and their compounding effect on returns
- Rebalancing as an ongoing discipline
- Written allocation plan with author feedback
Course Three · Ten Weeks · Comprehensive
Midlife Investor Full Track
A thorough grounding in long-term investing across all major asset classes, written for adults in their 40s and 50s who want a complete foundation rather than an introduction. Modules cover equities, fixed income, property exposure, global diversification, tax considerations specific to Hong Kong residents, and the behavioural patterns that affect investors at any stage — regardless of how much they already know. Each module comes with a workbook, and the programme closes with a group conversation and a private one-to-one review session.
- Equities, fixed income, and property exposure
- Global diversification principles
- Tax considerations for Hong Kong residents
- Behavioural patterns in investor decision-making
- Module workbooks and a final one-to-one review
Course Comparison
Finding the Right Course for Your Situation
If you are completely new to the topic, First Steps is the natural starting point. If you have done some reading but want to build a structured approach to your first portfolio, the Considered Portfolio programme picks up from there. If you want a comprehensive grounding across all major areas, the Full Track is written for that purpose.
| Feature | First Steps | Considered Portfolio | Full Track |
|---|---|---|---|
| Duration | 5 weeks | 6 weeks | 10 weeks |
| Prior knowledge required | None | Basic | Basic–Intermediate |
| Plain-English glossary | |||
| Weekly reflection call | Optional | Optional | Optional |
| Written allocation plan | |||
| Written feedback from author | |||
| Module workbooks | |||
| Hong Kong tax content | |||
| Final one-to-one review | |||
| Fee (HKD) | 1,780 | 2,280 | 3,200 |
Our Standards
Shared Across All Programmes
Privacy and Confidentiality
Participant details and written submissions are held confidentially. Group discussions operate under a shared confidentiality norm agreed by all participants at the start of each cohort.
No Commercial Affiliations
Course content is developed independently of any financial product provider. Nothing in the curriculum is shaped by an advertiser, sponsor, or referral arrangement.
Annual Content Review
Material is reviewed each year by the teaching team. Changes in market structure, regulation, or relevant research are incorporated before the next cohort enrols.
Real Responses to Enquiries
All enquiries are answered by a person within two working days. We do not use automated reply systems for initial contact. If a course is not the right fit, we will say so.
PDPO Compliance
Participant data is held in accordance with Hong Kong's Personal Data (Privacy) Ordinance. We collect only what is necessary and do not retain data beyond the period required for legitimate course administration.
Participant Feedback Drives Change
Cohort feedback is collected at course end and read by the teaching team. Changes to structure, pacing, or content are documented and attributed to participant input where applicable.
Fees
Straightforward Pricing
First Steps
HKD 1,780
Five-week foundations course
- All reading material
- Plain-English glossary
- Weekly reflection calls (optional)
- Call recordings available
Considered Portfolio
HKD 2,280
Six-week intermediate course
- All reading material
- Written allocation plan exercise
- Written feedback from course author
- Reference document to keep
Full Track
HKD 3,200
Ten-week comprehensive course
- All modules and workbooks
- HK-specific tax content
- Closing group conversation
- Final one-to-one review session
All fees stated in Hong Kong Dollars. Payment by bank transfer or FPS before course begins. No additional charges for materials or platform access.
Not Sure Which Course Fits You?
Send us a message and we will help you work out the most sensible starting point. There is no pressure and no obligation — just a straightforward reply.
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