Happi Leopold transformed his years as a financial advisor to high-net-worth individuals into a lucrative course business. He offers numerous valuable insights for successful course creation — even when your market is highly saturated.

The classic immigrant success story, Happi Leopold moved from Cameroon to Canada with $200 in his pocket and no understanding of English. Nonetheless, he landed a job at a bank and worked his way up to advising clients and managing portfolios to the tune of hundreds of millions of dollars. Today, he runs his own company — Easy Finance Academy — through which he teaches ordinary people the same principles he used to advise wealthy investors. 

In this episode Danny, Abe, and Happi discuss:

• Teaching students in a highly challenging and regulated field like finance
• How to navigate student expectations especially when there is significant downside risk
• Differentiating your course when there is so much competing information available
• The importance of developing a larger business around your courses
  
  After the discussion, stay tuned for Danny and Abe’s debriefing, containing their key takeaways.

“So the way I look at this, I’m not just running courses — I’m running a business around my courses.”

Happi Leopold

Happi Leopold is the founder of Easy Finance Academy and a financial educator to minority investors and entrepreneurs. His mission is to empower his students with the best information, strategies, and proven insights to help them achieve the financial freedom they dream of.

His guidance and coaching is based on 14 years of experience as a certified financial advisor, investment consultant, and options trader — helping high-net-worth clients grow their 7-, 8-, and 9-figure portfolios.

Happi also lives what he teaches, and shares everything he knows, to lay the path for others to create their own enduring legacy of wealth.

Resources or websites mentioned in this episode:
Mirasee
Happi’s website
Happi’s LinkedIn profile
Happi’s YouTube channel

Credits:
Guest: Happi Leopold
Hosts: Danny Iny and Abe Crystal
Producer: Cynthia Lamb
Executive Producer: Danny Iny
Assembled by: Geoff Govertsen
Audio Post Supervisor: Evan Miles, Christopher Martin
Audio Post Production: Post Office Sound
Music Soundscape: Chad Michael Snavely
Making our hosts sound great: Home Brew Audio

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Music and SFX credits:
Track Title: Bossa BB
Artist Name: Marie
Writer Name: Chelsea McGough
Publisher Name: A SOUNDSTRIPE PRODUCTION

Track Title: Grace
Artist Name: Shimmer
Writer Name: Matthew Wigton
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

Track Title: Carousel Lights
Artist Name: Chelsea McGough
Writer Name: Chelsea McGough
Writer Name: Matthew Wigton
Publisher Name: A SOUNDSTRIPE PRODUCTION
Publisher Name: BOSS SOUNDSTRIPE PRODUCTIONS

Track Title: Coo Coos
Artist Name: Dresden, The Flamingo
Writer Name: Matthew Wigton
Publisher Name: A SOUNDSTRIPE PRODUCTION