Road to Accreditation

Securities overview, paths to accreditation, and what you can invest in now

Video coming soon

What You'll Learn

Accreditation unlocks the gated private deals, but you don't need it to start, and Levels 1-4 of this course are literally the roadmap. I'll walk you through what a security actually is, the 3 paths to accreditation (Net Worth, Income, Credentials), the 4 securities buckets, and the 3 ways you can still get into private deals before you're accredited: public alts, being the active partner, or relationships through 506(b). Don't pay the stupid tax, invest in your education first.

Key Takeaways

✓3 paths to accreditation: $1M net worth (excluding your home), $200K solo / $300K joint income, or a Series 7/65/82 license
✓4 securities buckets: Public Equity (stocks, REITs), Public Debt (bonds), Private Equity (real estate, business), Private Debt (real estate lending, business lending)
✓Not accredited yet? Three ways in: public alts, be the active partner (buy your own / GP your own), or build relationships for 506(b) deals (up to 35 non-accredited investors)

← PreviousProtecting Your Family

Back to Cash Flow ExplorerYou made it! →

Scroll down to complete Trailmix Wealth community polls and activities related to this lesson!

Quiz

Activity 1: Match Each Security to Its Bucket

Match each security type to one of the four securities buckets: Public Equity, Public Debt, Private Equity, or Private Debt.

1. Bonds

2. Private real estate ownership

3. Private business debt

4. Stocks & REITs

5. Private business ownership

6. Private real estate lending

0 of 6 answered

Quiz

Activity 2: True or False?

Common misconceptions about accreditation. Pick True or False for each, then score yourself.

1. Anyone can invest in the stock market.

2. If you're an unaccredited investor, it's impossible to access private investments.

3. As an unaccredited investor, I can be an active partner to invest in private deals.

4. As an unaccredited investor, I can use my relationships to invest in 506(b) opportunities.

5. If I have access to a private deal, I should invest.

6. The goal is to source high-quality, cash-flowing investments, whether public or private.

0 of 6 answered

Related Tools & Resources

Platforms Michael uses that are relevant to this lesson. These are affiliate links to support our work bringing free, advanced wealth-building education to all.

Sequence

The money-routing app that automatically splits every paycheck across your bills, savings, and investments.

Automate Your Cash Flow →

Trust & Will

Set up your will, trust, and estate plan online in minutes — the simple way to protect your family and your assets.

Start Your Estate Plan →

Chase Sapphire

The travel rewards card I use to turn everyday spending into points, with a big welcome bonus on the Sapphire Preferred.

Get the Sapphire Card →

Continue Cash Flow Explorer →