Residency & citizenship by investment: complete course
Plan a second residence or citizenship with the depth, documents and judgement of a well-advised family.
- Lessons
- 8 in 3 modules
- Total time
- About 2 h 17 min
- Level
- Advanced
- Taught by
- Kaitu consultants
Investment migration is one of the most consequential decisions a family can make, and one of the most confusing to research. Much of what is written about it is marketing. Very little starts where a good decision starts: with your family, your goals and the questions you need answered before anyone mentions a country.
This complete course takes you from first principles to a working plan. In eight in-depth lessons across three modules you will clarify your goals and test family fit, understand how programmes are structured, work out what residence requirements and "physical presence" really mean, map the route from residency to citizenship through naturalisation, prepare a due-diligence file with properly evidenced source of funds and source of wealth, compare programmes with a weighted matrix, plan for every family member and dependant, work well with professionals while avoiding red flags, and build a realistic timeline.
The course deliberately does not quote amounts or name programmes as currently open. Investment levels, government charges and professional charges vary widely and change, and programmes are revised, paused and closed, sometimes with little notice. Rules on presence, naturalisation, dependants, dual citizenship and tax all vary by country; each lesson flags where, and tells you which questions to confirm with the official source or a qualified professional. Nothing here is legal, tax or financial advice.
What you’ll be able to do
- Define your family's goals precisely and test whether investment migration is the right tool at all.
- Explain how the main route types are structured, what you give and keep in each, and the questions that reveal how any programme really works.
- Distinguish the presence needed to keep a status from the presence needed to progress to permanent residence or citizenship, and plan for it honestly.
- Assemble a consistent due-diligence file, with a source-of-funds trail and a source-of-wealth narrative that are evidenced, not just explained.
- Compare shortlisted options with a weighted decision matrix, including family inclusion, dual citizenship, tax and education.
- Choose and brief advisers well, spot red flags, and build a timeline that works backwards from the dates that matter.
Syllabus
8 lessons · about 2 h 17 min · preview lessons are open to everyone
Module 1Foundations: goals, structures and status
- Goals and family fit Free preview16 min
- How programmes are structured 17 min
- Physical presence and the road to citizenship 18 min
Module 2Preparing a strong application
- Due diligence, source of funds and source of wealth 18 min
- Family members and dependants 16 min
Module 3Choosing, advisers and planning
- Choosing and comparing programmes 18 min
- Working with professionals, and avoiding red flags 16 min
- Building your timeline 18 min
Who it’s for
- Families seriously weighing a second residence or second citizenship who want to understand the whole process before committing.
- Entrepreneurs and professionals planning a base abroad, a "plan B" or a legacy for their children.
- Parents who want residency and a child's education planned together.
- Learners who have completed *Residency vs citizenship by investment: the essentials* and want the full depth.
What’s included
- 2 short films
- 8 written lessons
- 6 printable worksheets
- 5 short quizzes
- Progress and notes saved as you go
- A certificate of completion to print
Your instructor
Kaitu consultantsWritten by the Kaitu team — the consultants who guide families through residency & citizenship every day. Meet the team.Questions
The essentials course explains the core distinction and the key checks. This course goes much further: programme structures in detail, the full route to naturalisation, building a due-diligence file, dependants and complex families, a complete comparison method, working with professionals and building a timeline, with worksheets for each stage.
You will be able to define exactly what you need, shortlist route types and compare specific options rigorously. The final choice should be made against current, official information and, where needed, with qualified legal and tax advice, because programmes and personal circumstances both change.
Because figures vary widely by country, route and family, and change often. Printing them would risk misleading you. The course teaches you which categories to plan for and which questions to ask, so you can assess current terms yourself or with an adviser.
They are where most of the value lies. Together they form a complete family brief that you can use to make your own decision or to make any adviser's time far more productive.
