Learn Your Way
Investment fundamentals education designed around your schedule, learning style, and career goals. Choose the format that works best for your life.
Multiple Learning Formats
We recognize that everyone absorbs information differently. Our program offers three distinct approaches to help you master investment principles effectively.
Self-Directed Online
Access comprehensive video modules, interactive exercises, and downloadable resources at your own pace. Perfect for busy professionals who prefer learning during off-hours.
- 24/7 platform access
- Progress tracking dashboard
- Mobile-friendly content
- Quarterly virtual office hours
Guided Cohort Experience
Join a small group of learners for structured weekly sessions with direct instructor feedback. Combines online materials with live discussions and peer collaboration.
- Weekly 90-minute sessions
- Maximum 12 participants
- Real-time Q&A opportunities
- Group project assignments
Intensive Weekend Workshop
Complete the core curriculum during concentrated weekend sessions over three months. Ideal for those who prefer immersive, focused learning experiences.
- Six weekend sessions
- Hands-on case studies
- Industry guest speakers
- Take-home resource library
Adapt to Your Life, Not the Other Way Around
Life doesn't pause for learning goals. Our program structure acknowledges the reality of work commitments, family responsibilities, and unexpected changes that happen to all of us.
You're Not Learning Alone
Every participant gets matched with experienced mentors who've navigated similar learning journeys and career transitions.