Program Structure
Our six-month program launches in September 2025. Each month focuses on a specific area of investment knowledge, building on previous concepts.
Months 1-2
Foundation concepts, understanding risk, and basic portfolio theory. We cover the psychology of investing and common behavioral mistakes.
Months 3-4
Analyzing individual investments, understanding financial statements, and evaluating company fundamentals using real examples.
Months 5-6
Advanced portfolio construction, tax strategies, and developing your personal investment plan with ongoing monitoring techniques.
Classes meet twice monthly via video conference, with optional in-person sessions in Whitehorse. All materials are available online, and you can review recordings if you miss a session.