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When to Change Your Plan
This module is free to read — it just needs an account. Creating one takes an email address and nothing else, it opens every lesson in the academy in full, and it remembers where you got to. When you’re done, we’ll bring you straight back here.
By the end of this module, you’ll be able to:
- Tell a genuine change to your plan from a reaction to markets or news.
- Explain why long-term return estimates are not promises.
- Apply the rule that plan changes follow input changes, not market falls alone.
- Record the changed input and reason before updating your plan.
- Explain why a market view or industry preference does not change your band.
6 lessons · about 45 minutes
- 1What your plan can’t know
- 2When your life changes
- 3When only markets moved
- 4Three harder cases
- 5Making a change properly
- 6When to Change Your Plan in one page, and a quick check
We will email you a link to confirm the address before your account is ready — and that link lands you right back on this page, signed in.