The IPS Mini Course - Invest with Clarity and Confidence.

Join the IPS Mini Course - Master your strategy, stay disciplined, and invest with confidence. Are you navigating markets without a map? Most investors  wander between headlines and hunches. But what if your strategy was so clear... you couldn't get lost.

The IPS Is A Powerful Tool

But here's a little secret about the IPS: very few DIY investors have one.

  • 35% of Advisor clients have an IPS.
  • 55% of 401k plans and defined benefit plans have an IPS.
  • But less than 10% of DIY investors have taken the time to write one.
  • In just 15 minutes per day, you can complete this course in 90 minutes. 

"Without question, the Investment Policy Statement (IPS) is the most important tool an investor can have. It keeps you focused on what's important and tells you exactly what to do when things start to go south. In short, it's indispensable."

Erik Conley, Founder & CEO of ZenInvestor.org

Only about 10% of DIY investors have an IPS. You could be one of them.

erik conley head shot

Create your Blueprint

Discover your Guiding Light

This free IPS Mini Course gives you the tools to design your own Investment Policy Statement (IPS) — a personalized framework that aligns your beliefs, goals, filters, and portfolio decisions.


In under 90 minutes, you’ll build the strategic clarity most professionals take years to find.

What You’ll Gain
•✅ A proven IPS framework tailored for DIY investors
•✅ Behavioral tools to counter emotional drift
•✅ Selection filters to stay true to your strategy
•✅ A review system to track progress and refine rules
•✅ Templates and prompts to personalize every step

What's inside?

Your IPS Blueprint unfolds across six focused lessons:

Lesson

What You’ll Build

1️⃣ Beliefs & Philosophy

Anchor your strategy in timeless principles

2️⃣ Goals & Constraints

Define what success looks like — and what boundaries protect it

3️⃣ Filters & Guardrails

Set intelligent limits to reduce noise and impulse

4️⃣ Selection Framework

Craft your decision rules for entries, exits, and portfolio fit

5️⃣ Resilience Planning

Prepare for volatility, drawdowns, and emotional stress

6️⃣ Monitoring System

Stay aligned with review rituals and performance tracking

Each lesson includes clear examples, personalized prompts, and workbook integration to bring your IPS to life.

See How Easily You Can Master Strategic Planning

Course author: Erik Conley - Founder & CEO

Erik brings over four decades of experience as a disciplined investor, educator, and mentor. His framework balances technical precision with behavioral clarity — empowering investors to think independently and act with conviction.

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