Investment Education That Actually Makes Sense
Learn to read markets, understand risk, and build strategies that work for your life—not someone else's template.
Most investment courses promise quick wins and flashy returns. We don't. Instead, we focus on teaching you how financial markets actually operate, why certain strategies hold up over time, and how to make decisions that align with your own goals. Our approach is practical, grounded in real market behavior, and built for people who want to understand what they're doing—not just follow a script.
How We Think About Teaching
Investment education shouldn't feel like memorizing formulas or chasing trends. It should help you develop judgment. That means learning to ask the right questions, spot patterns in market data, and understand the principles that drive long-term outcomes.
We built this program around case studies, real portfolio examples, and discussions about what worked—and what didn't. You'll analyze actual investment decisions, explore different asset classes, and learn how to balance risk against potential return. It's not about becoming an expert overnight. It's about building a foundation you can rely on.
Our instructors have spent years working with retail investors, portfolio managers, and financial analysts. They know what trips people up, what questions come up most often, and how to explain complex ideas without the jargon overload.
Siobhan Larkin
Former equity analyst with a focus on behavioral finance and risk assessment strategies.
Oskar Valtonen
Portfolio construction specialist who teaches asset allocation and diversification principles.
Anouk Vermeer
Fixed income expert and educator focused on bond markets, interest rates, and yield analysis.
What You'll Work Through
Our curriculum is structured around four learning phases that build on each other. Each phase focuses on a specific area of investment knowledge, but they all connect back to the same goal: helping you make informed decisions with confidence.
Market Fundamentals
Start with how markets operate—supply and demand, price formation, and the role of different participants. You'll look at equity markets, bond markets, and alternatives, understanding what drives price movements and why certain assets behave the way they do.
- Market structure and participant roles
- Price discovery and liquidity concepts
- Understanding stock exchanges and bond markets
- Analyzing historical trends and cycles
Risk and Portfolio Design
Learn to think about risk in practical terms. What's your tolerance? How do you balance different asset classes? We cover diversification, correlation, and how to construct portfolios that match your objectives—not just what's popular right now.
- Defining personal risk tolerance
- Asset allocation strategies and rebalancing
- Understanding volatility and drawdowns
- Building portfolios with different goals
Analysis and Evaluation
Dig into how to evaluate individual investments. You'll work with financial statements, valuation models, and qualitative factors. This phase is about learning what to look for when you're considering a stock, bond, or fund.
- Reading financial statements and key ratios
- Valuation methods and when to use them
- Qualitative analysis: management, industry, trends
- Comparing investment opportunities
Strategy and Decision-Making
Bring it all together. We'll review case studies, simulate decision-making scenarios, and discuss how to adjust your approach based on changing conditions. You'll leave with a framework you can apply to your own investing.
- Scenario analysis and stress testing
- Long-term vs. short-term thinking
- Common biases and how to avoid them
- Building a personal investment plan
Program Formats
We offer two ways to go through the material, depending on your schedule and learning preference. Both cover the same curriculum—the difference is in pacing and interaction style.
Live Cohort Program
September 2025 StartJoin a group of learners for 16 weeks of live sessions, group discussions, and collaborative case analysis. Each week includes two 90-minute sessions—one focused on new material, the other on applying it through exercises and Q&A.
This format works well if you like structure, feedback, and the chance to discuss ideas with others who are learning alongside you. Sessions are recorded, so if you miss one, you can catch up.
- Live sessions twice weekly (evenings, Central Time)
- Small cohort size for better interaction
- Direct access to instructors during sessions
- Peer discussion and collaborative problem-solving
- Case study reviews with group feedback
Self-Paced Track
Available Starting August 2025Go through the material on your own timeline. You'll have access to all video lessons, readings, exercises, and case studies from day one. Complete them in order or jump to topics that interest you most.
This format gives you flexibility but requires discipline. You won't have the same level of interaction, but you'll still get instructor feedback on your case submissions and exercises through our platform.
- Full curriculum access for 12 months
- Video lessons, readings, and downloadable resources
- Asynchronous feedback on submitted work
- Optional monthly office hours with instructors
- Community forum for peer discussion
Ready to Start?
Applications for the September 2025 cohort open in June. Self-paced enrollment opens in August. Get in touch if you have questions about which format might work better for you.
Contact UsHow We Approach Learning
Good investment education isn't just about transferring information. It's about changing how you think—moving from reactive decisions to thoughtful analysis. That takes practice, reflection, and the right kind of feedback.
We design every lesson around real examples. You'll review actual portfolios, analyze past market events, and work through decisions that investors faced. Then we discuss what happened, why it mattered, and what you can take away from it.
Case-Based Learning
Every major concept is tied to a real-world case. You'll see how theory plays out in practice and learn to spot the nuances that textbooks often skip.
Practical Exercises
You'll work with financial data, build simple models, and practice making decisions under constraints. These aren't hypothetical exercises—they're based on scenarios investors actually encounter:
- Evaluating investment opportunities with incomplete data
- Rebalancing portfolios after market shifts
- Assessing risk in different economic environments
- Choosing between competing investment options
Iterative Feedback
Submit your work, get feedback, revise your thinking. This process helps you internalize concepts and refine your approach over time.
Discussion and Reflection
Learning happens in conversation. We create space to discuss different perspectives, challenge assumptions, and think through tradeoffs together.
Building Intuition
The goal isn't just knowledge—it's developing judgment. You'll learn to recognize patterns, ask better questions, and make decisions with more confidence.