Investment Doesn't Have to Feel Overwhelming
Most people put off investing because they think it's complicated. It's not. You just need someone to explain the basics without jargon. Our programs start with real-world examples and build from there.
See What You'll Learn
Built for People Who Are Starting from Scratch
We've noticed something interesting over the years. People who attend intensive weekend workshops often struggle to retain what they learned. The information comes too fast.
That's why our approach spreads learning over several months. You get time to absorb one concept before moving to the next. And you can ask questions when something doesn't click right away.
The program runs from September 2025 through February 2026. Each month focuses on a different aspect, from understanding asset types to building your first diversified portfolio.
How We Structure the Learning Experience
Three main components work together to help you build real capability
Weekly Sessions
Two hours each Thursday evening. We cover one specific topic per session, like reading financial statements or understanding market indicators. Small groups mean you can actually participate.
Practice Assignments
Between sessions, you'll analyze real companies and market scenarios. Not theoretical exercises. Actual current situations you can research and evaluate. This is where the concepts start making sense.
Portfolio Project
By month four, you'll start building a mock portfolio. You'll research investments, document your reasoning, and track performance. It's practice before you risk real money.
Weekly sessions over six months
Maximum students per cohort
Practice scenarios analyzed
Months to build foundational skills
Next Cohort Starts September 2025
We're accepting applications now for the fall session. Space is limited because we keep groups small. If you're curious about what the program covers in detail, the curriculum page breaks down each month's focus.
Or if you'd rather talk through whether this fits what you're looking for, reach out directly. We're happy to answer questions.