Learn Finance Your Way
Choose from multiple learning formats designed around your schedule and learning style. Our programs adapt to how you learn best, not the other way around.
Explore Your OptionsThree Learning Approaches
Self-Directed Study
4-12 months at your pace
Perfect for busy professionals who need complete control over their learning schedule. Access comprehensive materials, video lessons, and practice exercises whenever it works for you.
- Start any Monday throughout the year
- 24/7 access to all course materials
- Monthly check-ins with learning advisors
- Digital resource library and calculators
- Community forum for peer discussion
Guided Learning Cohorts
6 months with structured support
Join small groups of 12-15 learners with weekly virtual sessions and personalized feedback. Combines flexibility with accountability and peer learning opportunities.
- Weekly 90-minute virtual sessions
- Small cohort for personalized attention
- Bi-weekly one-on-one advisor meetings
- Group projects and case study work
- Flexible attendance with session recordings
Intensive Workshops
Weekend intensives over 3 months
Concentrated learning experiences designed for people who prefer immersive education. Six weekend sessions combined with focused weekday practice assignments.
- Six weekend sessions (Saturday-Sunday)
- Hands-on workshops and simulations
- Guest speakers from financial industry
- Networking opportunities with peers
- Take-home materials for continued practice
Adapting to Your Life
-
Schedule Around Work
Most of our current students are working professionals. Sessions are scheduled for evenings and weekends, with makeup options available. All live content is recorded for later viewing.
-
Family-Friendly Timing
We understand family commitments. Child-friendly break times, family emergency policies, and partner support resources help you balance learning with home responsibilities.
-
Travel-Compatible
Business trips and vacations don't have to interrupt your education. Mobile-friendly platform, downloadable content, and flexible deadline extensions keep you on track from anywhere.
-
Learning Difference Support
Multiple content formats accommodate different learning preferences. Audio versions, visual summaries, hands-on exercises, and extended time options ensure everyone can succeed.
Your Personal Learning Journey
We recognize that everyone comes to financial education with different backgrounds, goals, and challenges. Our support systems help you succeed regardless of your starting point.
Custom Learning Paths
Initial assessment identifies your knowledge gaps and creates a personalized curriculum. Skip topics you already know well and spend extra time on challenging areas.
Advisor Matching
Paired with learning advisors who understand your industry, career stage, and financial goals. Regular check-ins ensure you're progressing toward your specific objectives.
Real-World Application
Work with your actual financial situation rather than generic examples. Practice budgeting with your real income, plan investments based on your timeline and risk tolerance.