Investment Education That Actually Makes Sense

Look, most investment courses throw jargon at you until you feel overwhelmed. We built something different—a program that starts with real questions and builds understanding step by step.

Our next cohort begins in September 2025. You'll learn through real portfolio examples and case studies, not abstract theories that sound impressive but leave you confused about what to actually do with your money.

Why This Program Exists

A few years back, I watched someone invest their savings based on a YouTube video they barely understood. The fear in their eyes when markets moved? That stuck with me.

Investment education shouldn't feel like decoding a foreign language. We created this program because people deserve to understand where their money goes and why. No mystique, no gatekeeping—just clear explanations and honest conversations about risk, strategy, and realistic expectations.

You'll work with actual market data, examine real investment decisions (both successful and not), and gradually build the confidence to make informed choices about your financial future.

Student reviewing investment portfolio analysis documents with market data and charts

Real Progress From Real People

These aren't miracle stories. Just folks who put in the work and developed practical skills they use every day.

Portrait of Sienna Vaillancourt

Sienna Vaillancourt

Completed Program, November 2024

Before

I had a retirement account I never looked at because honestly, the statements intimidated me. Compound interest, expense ratios—all these terms I'd nod along to but didn't actually understand.

After

Now I review my portfolio quarterly and actually know what I'm looking at. Made some allocation adjustments last month that reduced my fees and better aligned with my timeline. Nothing dramatic, just informed decisions instead of avoidance.

Portrait of Dagny Lindgren

Dagny Lindgren

Completed Program, January 2025

Before

My investment strategy was basically keeping cash in savings and hoping for the best. I knew I was losing to inflation, but starting seemed overwhelming. Where do you even begin?

After

Built my first balanced portfolio in December. Started small, diversified across a few ETFs after understanding what they actually represent. The course walked through selecting funds based on actual criteria instead of random picks.

How The Program Works

Twelve weeks, structured in four progressive phases. Each builds on what came before.

1

Foundation Phase (Weeks 1-3)

Start with basic concepts—what stocks and bonds actually are, how markets function, why diversification matters. You'll analyze real portfolio examples and learn to read financial statements without glazing over.

2

Analysis Phase (Weeks 4-6)

Learn to evaluate investment options using fundamental criteria. Compare mutual funds, examine expense structures, understand risk metrics. We use current market data so you're working with real numbers, not textbook examples from 1995.

3

Strategy Phase (Weeks 7-9)

Develop your personal investment approach based on timeline, risk tolerance, and goals. Study case studies of different strategies—what worked, what didn't, and why. No one-size-fits-all prescriptions.

4

Implementation Phase (Weeks 10-12)

Create your actual investment plan with guidance. Learn ongoing portfolio management, rebalancing strategies, and how to adjust as circumstances change. Walk away with actionable next steps specific to your situation.

Ready To Start Learning?

Our September 2025 cohort opens for registration in late May. Class size stays small so everyone gets personalized feedback on their work. Reach out if you have questions about whether this program fits your situation.

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