Learn Together, Grow Together
Join our collaborative learning community where financial education happens through peer connection, shared experiences, and collective growth. Real learning comes from real conversations.
Join Our CommunityBuilding Connections That Count
Our community approach puts relationships at the center of learning. You'll work alongside peers who share similar goals, creating lasting professional networks while mastering essential financial concepts together.
- Small cohort groups of 8-12 members for meaningful interaction
- Weekly discussion sessions with guided peer feedback
- Accountability partnerships that extend beyond coursework
- Group analysis projects using real market scenarios
Learning Through Collaboration
Our project-based approach means you'll tackle real financial challenges alongside your peers. These aren't just assignments — they're opportunities to build problem-solving skills and professional relationships.
Market Analysis Teams
Small groups research and present findings on market trends, teaching each other through collaborative investigation and shared insights.
Peer Review Circles
Exchange feedback on financial planning strategies with cohort members, learning to give and receive constructive professional input.
Case Study Groups
Work through complex financial scenarios together, combining different perspectives to develop comprehensive solutions.
Mentorship Woven Throughout
While peer learning drives our program, experienced mentors guide discussions and provide industry perspective. They facilitate rather than lecture, helping your cohort discover insights together.
Marcus Chen
15 years financial planning
Rachel Torres
Investment strategy specialist
Our next cohort begins September 2025, with applications opening in June. The six-month program combines weekly group sessions with monthly one-on-one mentor check-ins.
Learn About Enrollment