Learn Your Way, At Your Pace

Choose from interactive workshops, self-guided modules, or mentorship programs. Our flexible approach adapts to how you learn best, whether you prefer deep-dive sessions or bite-sized lessons.

Three Learning Approaches

We know everyone processes information differently. Some people thrive in group discussions, others prefer working through concepts alone. That's why we've built multiple ways to engage with the same core material.

Interactive Workshops

Join live sessions where you can ask questions in real-time and work through examples with other learners. Perfect if you learn best through discussion and immediate feedback.

Weekly 90-minute sessions
Small groups of 8-12 participants
Direct instructor interaction
Collaborative problem-solving

Self-Paced Modules

Work through comprehensive lessons on your schedule. Each module includes practical exercises, real-world case studies, and progress checkpoints to keep you on track.

24/7 access to all materials
Built-in progress tracking
Downloadable resources
Self-assessment tools

Guided Mentorship

Get paired with an experienced finance professional who provides personalized guidance tailored to your specific goals and learning style.

One-on-one monthly sessions
Customized learning path
Industry-specific focus
Career guidance included

Your Learning Journey Starts With Understanding You

We don't believe in one-size-fits-all education. Before you dive into any content, we spend time figuring out how you learn most effectively. Think of it as creating your personal learning blueprint.

Learning Style Assessment

Complete a short survey that identifies whether you're a visual learner, prefer hands-on practice, or learn best through reading and reflection.
Goal Setting Session

Discuss your specific objectives with our team. Are you looking to manage business finances better? Understand investment basics? We tailor everything accordingly.
Custom Path Creation

Based on your assessment and goals, we recommend the best combination of workshops, modules, and mentorship that fits your schedule and learning preferences.

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Learners started their personalized programs in early 2025

Support That Actually Helps

Learning finance concepts can feel overwhelming sometimes. We get it. That's why we've built multiple layers of support so you're never stuck wondering what comes next or struggling with a concept alone.

Study Groups

Connect with other learners in your area or industry. These informal groups meet virtually every two weeks to discuss challenges and share insights.

Expert Office Hours

Drop-in sessions every Tuesday and Thursday where you can get quick answers to specific questions from our finance instructors.

Resource Library

Access templates, calculators, and reference guides that you can use both during your learning and when applying concepts in real situations.

Progress Check-ins

Monthly one-on-one conversations to review your progress, adjust your learning path if needed, and celebrate your achievements.

Ramona Hayes

Learning Coordinator

Ready to explore your options? Ramona can walk you through our different learning formats and help you choose what works best for your schedule and goals.

Schedule a Chat