Learn From Finance Professionals Who've Been There
Our instructors bring decades of real-world experience from major financial institutions, combining academic knowledge with practical insights gained from helping thousands navigate complex financial decisions.
Demetrius Holloway
Strategic Planning
Thaddeus Chen
Investment Education
Isadora Walsh
Behavioral Finance
Teaching Philosophy Built on Experience
We believe financial education works best when it connects theory to reality. Our instructors don't just teach concepts—they share stories from the trenches, mistakes they've witnessed, and strategies that actually work in practice.
- Case studies drawn from real client situations and market events
- Interactive workshops that simulate actual financial decision-making
- Small group discussions where students can ask candid questions
- Practical tools and frameworks developed through years of client work
- Ongoing mentorship that extends beyond formal class sessions
Your Learning Journey With Expert Guidance
From your first budgeting exercise to developing sophisticated investment strategies, our instructors provide personalized guidance that adapts to your learning pace and financial goals.
Initial Assessment & Goal Setting
Your instructor conducts a thorough review of your current financial situation, learning style, and personal objectives. This isn't just about numbers—we explore your relationship with money, past experiences, and what success looks like for you personally.
Structured Learning with Real-World Application
Through weekly sessions, your instructor guides you through core concepts while immediately applying them to your actual financial situation. You'll work with your real budget, analyze actual investment options, and develop strategies tailored to your circumstances.
Ongoing Support & Advanced Strategies
As your confidence grows, your instructor introduces more sophisticated concepts and helps you navigate complex decisions. Regular check-ins ensure you're implementing what you've learned and adapting strategies as your life changes.
Comprehensive Curriculum
8-Month Program
Our program covers everything from basic budgeting to advanced investment strategies, with each module building on previous knowledge while remaining practical and immediately applicable to your financial life.
Zacharias Fontaine
Program Coordinator
With 12 years coordinating financial education programs, Zacharias ensures every student receives the support they need. He matches students with instructors, monitors progress, and facilitates peer learning opportunities.