Build Real Investment Knowledge Through Structured Learning
Starting in September 2025, our comprehensive program walks you through everything from basic market concepts to advanced portfolio strategies. This isn't about quick wins or guaranteed returns—it's about building a foundation that lasts.
How the Program Works
We've broken down complex investment topics into digestible phases. Each one builds on what you learned before, so you're never overwhelmed or stuck trying to connect scattered pieces of information.
Most people spend three to four months per phase, but you can move at your own speed. Some folks rush through. Others take their time. Both approaches work fine.
Foundation Phase
Months 1-3Learn what actually moves markets. You'll study asset classes, basic valuation, and why certain investments behave the way they do under different conditions.
Analysis Phase
Months 4-6Get comfortable reading financial statements and spotting trends. We focus on practical analysis techniques that people actually use, not textbook theory that looks good but doesn't help.
Strategy Phase
Months 7-9Build portfolios based on real goals. You'll learn diversification strategies, risk management approaches, and how to adjust your thinking as market conditions shift.
Choose Your Learning Track
Different people have different goals. Pick the pathway that matches where you want to go, and we'll adjust the focus accordingly.
Individual Investor
For people managing their own portfolios who want to make informed decisions without relying entirely on advisors.
- Personal portfolio construction
- Tax-efficient strategies for Canadian investors
- RRSP and TFSA optimization
- Long-term planning approaches
Career Preparation
If you're looking to work in finance, this track covers what employers actually expect you to know on day one.
- Industry-standard analysis methods
- Financial modeling fundamentals
- Portfolio management principles
- Professional communication skills
Business Owner Focus
Learn how investors evaluate businesses so you can make better decisions about your own company's growth and financing.
- Valuation from an investor's perspective
- Understanding capital structures
- Exit strategy planning
- Growth financing options
Work at Your Own Pace
All pathways include the same core curriculum. The difference is in which topics we emphasize and which examples we use. You'll get access to everything, though, so you can explore other areas whenever you want. Some students finish in six months. Others take a year and a half. Both groups end up with solid knowledge—they just get there on different timelines.
Learn From People Who've Been There
Our instructors aren't reading from textbooks. They've managed real portfolios, made actual investment decisions, and learned what works through experience. And yes, they've made mistakes too—which makes them better teachers.
Vesna Thordsen
Portfolio Strategy InstructorSpent twelve years managing institutional portfolios before switching to education in 2023. She focuses on helping people understand the reasoning behind investment decisions, not just the mechanics.
Linnea Kasprzyk
Financial Analysis InstructorFormer equity analyst who got tired of the pressure and switched to teaching in 2021. She's particularly good at breaking down complicated financial statements into concepts that actually make sense.
Next Program Starts September 2025
We run two cohorts per year to keep group sizes manageable. The autumn 2025 program begins in early September, with enrollment opening in June. If you miss that window, the next cohort starts in February 2026.
Application Period
Submit your application between June 15 and August 20, 2025. We review applications on a rolling basis, so earlier is better if you want to secure a spot.
Technical Check
Make sure your setup meets the requirements. You'll need reliable internet and a computer that can handle video calls and spreadsheet work without freezing.
Program Begins
September 8, 2025 kicks off with orientation week. You'll meet your cohort, get familiar with the platform, and start the foundation phase.