Most people think investing is complicated. It doesn't have to be. We built this program for folks who want straightforward guidance without the jargon. Real strategies, practical tools, and a community that helps each other learn.
You won't sit through lectures about theory. Our sessions focus on real situations—how to read a stock chart, when bonds make sense, what fees actually mean for your returns. We walk through examples together, answer your questions, and make sure you understand before moving forward.
Our instructors have spent years in the field—managing portfolios, analyzing markets, working with clients. They know what beginners struggle with because they've helped hundreds of people get started.
Portfolio Strategy
Spent twelve years at investment firms before starting to teach. Henrik breaks down complex strategies into steps anyone can follow.
Market Analysis
Former financial analyst who realized most people need practical guidance, not complicated theories. Callum focuses on what actually matters.
Risk Management
Worked in risk assessment for institutional investors. Sergei teaches you how to protect your money while still making it grow.
The program runs sixteen weeks. Each phase builds on what you learned before, so by the end, you have a complete understanding of how to invest with confidence.
We start with the fundamentals. What are stocks? How do bonds work? Why diversification matters. You'll understand the core concepts before we move to anything complex.
Weeks 1-4Learn how to interpret market information. We cover financial statements, price charts, economic indicators, and what they actually tell you about potential investments.
Weeks 5-8Now you create your own approach. We help you develop a strategy that fits your goals, timeline, and comfort with risk. This is where it gets personal.
Weeks 9-12The final phase covers ongoing management—when to rebalance, how to handle market changes, tax considerations, and long-term planning. You leave with skills you'll use for years.
Weeks 13-16Our next session begins September 2025. Classes meet Tuesday and Thursday evenings, with optional weekend workshops once a month. Can't make a session? All recordings stay available through December 2025.
Dates: September 9 – December 18, 2025
Schedule: Tuesday/Thursday 7:00–8:30 PM EST
Format: Live online sessions with interactive discussion
Group Size: Limited to 24 students per cohort
We keep groups small so everyone gets personalized attention. Spots fill up, so if this sounds right for you, reach out soon. We're happy to answer questions before you commit.