IX Wisdom

Elite

1-2-1

Coaching

Live

Events

IX Wisdom Elite

IX Forum’s premium private membership for investors who want to deepen their financial knowledge using investing products, develop wiser wealth strategies and connect with like-minded investors.

IX Wisdom Elite combines 3 unique services to support financial wisdom, wealth and wellbeing.

1 IX Forum’s Proprietary Wealth-building products

2 Dedicated IX Wisdom training portal

3 IX Forum Live member sessions with guest SMEs

Wisdom Elite Members will develop greater financial wisdom, strengthen their emotional wellbeing around money and improve how they manage their wealth-building journey.

Wisdom Elite is designed to build knowledge, confidence, investment strategy and decision-making, while providing access to support, shared ideas and a network of financially engaged investors.

Combining 3 services within IX Wisdom Elite

The following 3 services and details are all included in the price of IX Wisdom Elite either on a lifetime (where shown) or on a 12 month rolling basis.

1/ IX Forum Wealth Building Products

Lifetime access to STOAT
FoXes 12 months support
EaGLES 12 months support
Lifetime access to Retirement Income Modeller
Lifetime access to Compound Calculator
Lifetime access to Savings and Investment Planner
IX Casino product and training awareness

2/ Wisdom Training Portal

12 months access to IX Forum's financial wisdom portal. Financial wisdom classes and insight includes the following leveraging IX Forum products as part of your investment wealth and wisdom building:

Index Funds
Diversification
Position Building
Options
Gold and Silver
Forex
Events Screening
Trading strategies and probabilities
12 months access to VIP recorded sessions: 90+ mins videos on the following topics.
- Macroeconomics
- Investment strategies, portfolio construction
- Risk, cognitive biases and decision making
- Options strategies and risk management
- Investment approaches
- STOAT
- Property
- Crypto

3/ Live monthly live online member and community sessions for 12 months

Previous topics include:

Macroeconomics
Stocks
Options
FX and news related investing
Emotions
Gold / Silver / Oil
Crypto
Property
Portfolio planning and strategy
Retirement model planning
Guest speakers and various other investment topics

New Community Engagement Platform (coming v soon) replacing existing What's App group.

Interested in IX Forum Elite

More info on IX Forum Elite

Who IX Wisdom Elite is for

People who want structured financial education
Investors who want to improve their knowledge and discipline
Professionals and business owners wanting better financial confidence
People who want to understand markets without chasing tips
Existing IX Forum graduates who want ongoing learning and community

Who IX Wisdom Elite is not for

People wanting personal financial advice
People wanting stock tips or trade signals
People expecting guaranteed outcomes
People wanting someone to manage their money
People looking for short-term speculation

IX Alumni Elite

12 Months Premium Elite Access for Graduates

Continue your IX Forum journey with a further 12 months of financial education, alumni learning and premium community support.

As a graduate of VIP, IX Alumni Elite gives you the opportunity to stay connected, keep learning and remain committed to your financial wellbeing and wealth education in a premium alumni environment.

Through monthly online sessions, guest speakers, IX Forum product knowledge and access to a supportive community, you can continue developing your financial understanding while remaining part of a group focused on growth, awareness and long-term financial confidence.

What’s included in IX Alumni Elite

12 Months Alumni

Elite Access

Stay connected to IX Forum’s ongoing alumni education programme for a full year of on-line monthly meet events.

Monthly Alumni Online Sessions

Join monthly 90-minute online education sessions designed to keep you engaged, informed and progressing.

Premium Learning Community

Remain part of a supportive group of like-minded graduates committed to financial education, wellbeing and personal growth with our premium communications group.

Industry Speakers

Benefit from guest speakers and expert-led insights across financial wellbeing, investing, markets, wealth-building and related topics.

IX Forum Product Knowledge

Continue building awareness of IX Forum’s educational tools, frameworks and product ecosystem.

Join IX Alumni Elite

Why Continue with IX Alumni Elite?

Financial education is not a one-time event.

It requires ongoing learning, reflection, discussion and support.

A structured way to continue that commitment, helping you stay connected, informed and engaged throughout the year.

Premium alumni learning experience focused on continued education, community and financial wellbeing.

1-2-1 Coaching

IX Forum Wellbeing, Wisdom and Wealth Coaching

Dr Ian Day - Wisdom and Wealth Coaching

If you are interested in developing greater financial wisdom and learning how to use practical wealth-building tools more effectively, Ian Day offers financial coaching, education and product-led wealth building solutions.

Ian brings a rare combination of financial markets experience, investment product development, teaching, research and real-world investing. He has built all IX Forum tools and teaches across macroeconomics, stocks, options, FX and news-related investing, emotions, gold, silver, oil, crypto, property, portfolio planning, strategy and retirement modelling.

With financial qualifications including CFA IMC and ACSI, 7 years’ experience investing and trading across personal, company and SSAS structures, 10 years as a SSAS trustee, and 15 years building and managing a property business, Ian combines technical knowledge with practical application. His previous career as a Professor of Human Genetics, supported by medical and specialist training, also brings a strong foundation in data, research, analytics and teaching.

This may benefit you if you want to understand markets more clearly, use investment tools with greater confidence, build a more structured portfolio strategy, improve your decision-making, or learn how IX Forum’s wealth-building products can support your investing and retirement planning journey.

If this resonates, please reach out to explore whether financial wisdom and wealth product coaching with Ian could support your next stage of financial growth.

Financial qualifications (CFA IMC 2021, ACSI 2023)

7 years investing & trading financial markets SSAS, company, and privately

10 years experience operating as a SSAS Trustee

Data research, analytics and teaching

Builder of Investment related products for multiple businesses

15 years building and managing a property business (HMOs, SAs, redevelopment, new build)

Prior - 2 decades as a Professor of Human Genetics.

Prior - Medical and specialist training background.

LinkedIn Profile: https://www.linkedin.com/in/ian-day-b1545113/

Web bio: https://sites.google.com/bristolpad.co.uk/ian-day---biographical-links/home

Book an introduction call

Mark Plumley - Wellbeing and Wisdom Coaching

If you want to develop a clearer, more confident and healthier relationship with money, investing, SSAS pensions and wealth, I offer financial wellbeing and wisdom coaching to help you understand what is really driving your financial decisions.

Many financial choices are not only analytical; they are shaped by beliefs, behaviours, emotions, past experiences and patterns that often sit beneath the surface. With a background across finance, property, investing, SSAS pensions, coaching, NLP and financial wellbeing, I combine practical financial awareness with deeper coaching conversations to help you build clarity, confidence and stronger decision-making.

This work may support you if you feel uncertain around money, keep repeating unhelpful financial patterns, lack confidence with investing, feel emotionally reactive around financial decisions, or want to align your wealth-building choices with a greater sense of purpose, wellbeing and long-term direction.

If this resonates, please reach out to explore whether financial wellbeing or wisdom coaching could support your next stage of financial growth

Certified Financial Money & Wellbeing Coach

NLP Transformation and Breakthrough Coach

Coaching Professional having achieved NLP Master Practioner from INLPTA

Feb 2019 founded of SW SSAS – now IX Forum

8+ years experience operating as a SSAS Trustee

25 years property experience - landlord and have HMOs in Bristol and experience of BTLs and commercial developments

Linked In profile https://www.linkedin.com/in/markplumley/