Guided Investment Program for olim
A self-paced online course that walks olim through opening an Israeli investment account, investing, managing risk and building a financial plan, with 6 months of personal support from the instructors. It costs ₪2,200, and most people finish in about 5 weeks at 2 hours a week. It’s education, not investment advice.
What is the Guided Investment Program?
It’s Blue & White Finance’s course for olim who want to invest their savings themselves. You work through video lessons and guides at your own pace, then put it into practice, opening an account, investing and building a plan, with the instructors on hand for questions for 6 months.
✓A good fit if you…
- Have savings sitting in an Israeli bank account and want to invest them yourself
- Are a beginner, or know a little about investing and want structure
- Are a US dual citizen, since there’s a track for PFIC tax complexity
- Want someone to ask while you set things up
!Think twice if you…
- Want someone to manage your money or give personal advice. The instructors aren’t licensed investment advisors.
- Don’t have savings yet. It’s most useful with about ₪5K to invest and ₪5K in savings, though that isn’t required.
What you’ll do, week by week.
Five weekly modules. You can move faster or slower; this is the typical path.
Open an investment account
Get set up with a brokerage account you can invest through from Israel.
Learn to invest
How investing works and how to place your first investments.
Understand risk
Understand risk, and earn returns on the savings you keep in cash.
Create your financial plan
Turn what you’ve learned into a plan built around your goals.
Implement your plan
Put the plan into action, plus bonus content.
How long will it take you?
You can finish in a day or take a year. Set the time you have each week.
What it costs.
- All five modules, videos and PDF guides
- Calculators, stress-testing tools and worksheets
- 6 months of instructor support from registration
- Lifetime access to the lessons and guides
- Optional WhatsApp community
guarantee
Olim benefits don’t cover it. No government subsidy or olim benefit is listed for this course, so budget for the full ₪2,200. If you’re weighing it against other options, we’ll send you a comparison.
The fine print, up front.
The instructors, Aaron and Nadav, say they aren’t Israeli licensed investment advisors and don’t give investment, tax or legal advice. The course is for educational purposes.
Blue & White Finance says it never takes commissions or referral bonuses from the providers it teaches about.
A dedicated track covers PFIC, the US tax issue that complicates investing in Israeli funds.
Blue & White Finance says more than 500 olim have completed the program.
Provider’s own figure, not independently verified.
Questions about this course.
How much does the Guided Investment Program cost?
₪2,200, including personal support from the instructors for 6 months from registration.
How long does it take?
It’s self-paced, so anywhere from one day to a year. Most people finish in about 5 weeks with 2 hours a week.
Is it suitable for US citizens living in Israel?
Yes. There’s a special track for US dual citizens that deals with PFIC tax complexity.
Is this financial advice?
No. The instructors state they aren’t Israeli licensed investment advisors and don’t give investment, tax or legal advice. The course is educational.
How much money do I need to start?
None is required, but the provider says it’s most valuable if you have about ₪5K to invest and ₪5K in savings.
Is there a refund?
Yes. Blue & White Finance offers a full refund within 4 months if you’re unsatisfied.
Do olim benefits or government funding cover it?
No government subsidy or olim benefit is listed for this course, so plan to pay the full price.
Looking for something else?
Answer three questions and we’ll match you with English-taught degrees, bootcamps, ulpan and courses, with your olim funding on each.