Learn Finance Your Way
Choose from self-paced online modules, weekend intensives, or evening workshops. Our flexible program adapts to how you learn best, not the other way around.
Multiple Learning Formats
We've designed three distinct learning approaches because everyone absorbs financial concepts differently. Some people need hands-on practice, others prefer theoretical deep-dives, and many want a mix of both.
Self-Directed Online
Complete modules at your own pace with 24/7 access to video lectures, interactive exercises, and downloadable resources. Perfect for busy professionals who need flexibility.
- Access anytime, anywhere
- Progress tracking dashboard
- Monthly group Q&A sessions
- Certificate upon completion
Weekend Intensives
Immersive Saturday workshops covering specific topics like investment analysis or budgeting strategies. Includes hands-on activities and peer discussions.
- Face-to-face interaction
- Real-world case studies
- Networking opportunities
- Take-home resource packets
Evening Workshops
Weekly 2-hour sessions held after work hours, focusing on practical skills you can apply immediately. Small groups of 8-12 participants maximum.
- Consistent weekly schedule
- Small group discussions
- Homework assignments
- Progress check-ins
Scheduling That Actually Works
You can switch between formats throughout the program. Start with online modules during busy weeks, then join a weekend intensive when you want more interaction. The choice is always yours.
Personalized Learning Paths
Your learning journey starts with a brief assessment that identifies your current knowledge level, learning preferences, and goals. From there, we create a customized pathway that makes sense for you.
Goal-Based Planning
Whether you're saving for a house, planning retirement, or starting a business, your lessons focus on relevant concepts and strategies.
Knowledge Level Matching
Skip basics you already know, or get extra support in areas where you need more foundation. No one-size-fits-all here.
Time Availability
Tell us how much time you can dedicate each week, and we'll structure your learning to fit your schedule realistically.
Your Learning Support Team
Marcus Chen
Financial Planning & Analysis
Former investment advisor with 12 years of experience helping individuals build wealth. Specializes in breaking down complex concepts into practical steps.
Sarah Rodriguez
Budgeting & Debt Management
Certified financial counselor who has helped hundreds of people take control of their finances. Known for practical, no-nonsense advice that actually works.
Elena Vasquez
Investment Education
Portfolio manager turned educator who makes investment concepts accessible. Focuses on building confidence through understanding rather than memorization.
Weekly Office Hours
Drop-in sessions every Thursday from 7-8 PM where you can ask questions, get clarification, or discuss specific challenges you're facing.
Peer Study Groups
Connect with other learners in your area or with similar goals. We help facilitate these groups but they're driven by participant interests and schedules.
Progress Check-ins
Monthly one-on-one calls to review your progress, adjust your learning path if needed, and ensure you're getting the most from the program.
Resource Library
Access to calculators, templates, checklists, and reading lists that supplement your coursework. Updated regularly based on participant feedback.