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E-2 Visa Pro: Complete Training to Prepare Investor Packages

Name: E-2 Visa Pro: Complete Training to Prepare Investor Packages
Rating: 5.0 (2 reviews)

Learn how to prepare complete, compliant E-2 Investor Visa applications from eligibility to approval.

Created byIleana Rivera, Esq.

Last updated 1/2026

English

English [Auto],

What you'll learn

Analyze E-2 visa eligibility, including treaty nationality, ownership, and qualifying investors.
Document lawful source and path of funds using clear, USCIS- and consulate-compliant evidence.
Evaluate whether an investment meets the E-2 “substantial investment” requirement.
Prepare evidence showing the investment is at risk and irrevocably committed to the business.
Demonstrate non-marginality using financial projections, hiring plans, and economic impact data.
Identify and document the investor’s intent to direct and develop the enterprise.
Compare consular processing and USCIS change of status for E-2 cases.
Assemble a complete, well-organized E-2 application that meets adjudication standards.
Understand renewal strategies, dependent benefits, and long-term E-2 compliance.

Course content

4 sections • 16 lectures • 1h 2m total length

Ensuring You Are All Set For Success1:24
Master immigration petition and application preparation with practical study routines, note-taking, and USCIS resources. Build a productive learning habit, engage with peers, and earn a completion certificate to advance.
What to Expect1:06
What You'll Learn2:26
Master stepwise E-2 treaty investor requirements, including lawful source funds, substantial investment, and non-marginal enterprises with job creation and economic impact, and document intent to direct and manage the business.

Treaty Country and Nationality of the Investor2:43
Learn how investor nationality and dual nationality affect eligibility for the E-2 visa, including the 50% treaty-country ownership rule, residency considerations, and verifying treaty list on travel.state.gov.
Source of Funds3:28
Show that investment funds are lawfully obtained and clearly trace their origin to the US business account using a funds tracing chart with supporting documents.
Substantial Amount of Investment4:08
Marginality5:01
Assess marginality under the E-2 visa and learn to prove non marginality with a five-year business plan, hiring plans, contracts, and evidence of growth and job creation.
Intent to Direct and Develop the Enterpise4:13
Direct and develop the enterprise to qualify for the e-2 visa, demonstrating active management through ownership, roles, and supporting documents such as resumes and organizational charts.
Investment at Risk4:00
Explain the investment at risk requirement, showing funds are irrevocably committed and at risk—not speculative—with real loss potential and support with receipts, contracts, and lease agreements.
Intent to Depart the United States3:17
Learn the non-immigrant E-2 visa requirements for intent to depart the United States and how to gather credible evidence, including signed letter of intent, property, and ties abroad.
Nonimmigrant Visa v. Change of Status13:04
Compare E-2 nonimmigrant visa abroad with change of status inside the United States, outlining processes, durations, travel implications, and a side-by-side chart to guide client choice.
Renewal Process6:05
Plan the E-2 visa renewal 6–9 months ahead and complete it abroad, assembling updated corporate and financial documents to prove ongoing investment, job creation, and business activity for the interview.
Dependents, Business Examples & Benefits5:53
Explore how dependents qualify for the E-2 visa, including working spouses and under-21 children, renewal steps with ds160, and viable business models like restaurants and IT services that create jobs.
Summary2:03
Review the core e-2 visa requirements—treaty-country national, lawful funds source, substantial investment at risk, 50% ownership, real active enterprise, not marginal, and non-immigrant intent to depart the United States.

Multiple Choice Assessment
Congratulations!1:08
Thank you for choosing to learn with us?
Now that you completed this course, consider continuing your education by enrolling in other courses. You can explore them at lawallyus.com.
If you found this course helpful, I’d be incredibly grateful if you could leave a quick review.
? As a thank you, you will receive a special gift once your review is complete! Just send me an email at us@lawallyus.com to receive your gift.
All the best,
Ileana

Requirements

Learners should have at least a basic understanding of U.S. immigration law or prior exposure to the immigration field.
For those who are new to immigration law, we strongly recommend first completing our introductory course, “U.S. Immigration Law for Beginners: Learn the Essentials,” before enrolling in this program.

Description

Learn how to prepare strong, compliant E-2 Investor Visa applications from start to finish with practical, real-world guidance used by immigration professionals.

If you want to master the E-2 Investor Visa process, understand USCIS and consular requirements, and confidently prepare approval-ready E-2 visa packages, this course is for you.

In this comprehensive E-2 visa training, you’ll learn exactly how to analyze eligibility, document investments, trace funds, review business plans, and assemble a complete E-2 application that meets U.S. immigration law standards.

Taught by Ileana Rivera, Esq., an experienced immigration attorney, this course breaks down complex E-2 visa rules into clear, practical steps you can immediately apply in real cases.

What You’ll Master in This E-2 Investor Visa Course

This course covers every core E-2 visa requirement, including:

Treaty country eligibility and investor nationality
Lawful source and path of funds documentation
The substantial investment requirement and proportionality test
At-risk capital and qualifying E-2 expenditures
Marginality analysis using business plans and projections
Intent to direct and develop the enterprise
Nonimmigrant intent and intent to depart the U.S.
Consular processing vs. USCIS change of status
E-2 renewals, extensions, dependents, and benefits

You’ll also learn how officers adjudicate E-2 cases under the Foreign Affairs Manual (FAM) and USCIS standards — so you know what actually matters in practice.

Practical, Skills-Based Immigration Training

This is not just theory.

You’ll learn how to:

Organize E-2 investor packets
Trace investment funds clearly and effectively
Review and evaluate E-2 business plans
Prepare well-structured evidence that reduces RFEs
Support attorneys or clients with confidence

This course is ideal for anyone looking to expand into business immigration, increase case approvals, or build E-2 expertise.

Who This Course Is For

This E-2 visa course is designed for:

Immigration attorneys who want to add or strengthen E-2 cases in their practice
Paralegals and legal assistants seeking step-by-step E-2 visa training
Investors and entrepreneurs preparing their own E-2 visa applications
Immigration professionals transitioning into investor and business visas

Note: A basic understanding of U.S. immigration law is recommended. Beginners should first complete “U.S. Immigration Law for Beginners: Learn the Essentials.”

Why Students Choose This Course

Immigration attorney-led instruction
Real-world E-2 case strategy
Clear explanations of complex legal standard
Designed for USCIS & consular success
Lifetime access, learn at your own pace

If you want to confidently prepare E-2 Investor Visa applications, understand what adjudicators look for, and build real-world immigration skills, enroll today and start mastering the E-2 visa process.

Who this course is for:

Attorneys: Legal professionals who want to learn how to evaluate E-2 eligibility, structure strong applications, and confidently guide investor clients through the process.
Paralegals & Legal Assistants: Immigration support staff seeking practical, step-by-step training to assist with preparing evidence, tracing funds, and organizing complete E-2 filings.
Investors Preparing Their Own E-2 Visa: Entrepreneurs and business owners who want to understand the requirements, gather the correct documentation, and take control of their E-2 application with clarity and confidence.

E-2 Visa Pro: Complete Training to Prepare Investor Packages

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 5min

E-2 Investor Visa11 lectures • 54min

Case Study + Additional Material1 lecture • 3min

Assessment1 lecture • 1min

Requirements

Description

Who this course is for: