Investment Planning Mastery
Transform your financial future through our comprehensive 12-week learning pathway. From foundational concepts to advanced portfolio strategies, we'll guide you through every step of becoming a confident long-term investor.
Learning Modules
Our curriculum is designed around three core modules that build upon each other. Each module focuses on practical skills you can apply immediately while preparing you for the next level of complexity.
Foundation Building
Start with the essentials of investment planning. You'll learn to assess your current financial position, understand risk tolerance, and establish clear investment objectives that align with your life goals.
Strategy Development
Dive deep into portfolio construction and asset allocation strategies. Learn how to diversify effectively, understand different investment vehicles, and develop a personalized investment strategy that matches your timeline and objectives.
Implementation & Monitoring
Put your knowledge into action with practical implementation techniques. Learn how to monitor performance, rebalance your portfolio, and adjust your strategy as market conditions and personal circumstances change.
Michael Chen
Lead Investment Strategist
With over 15 years of experience in portfolio management and financial planning, Michael brings real-world insights to every lesson. His approach focuses on practical application and helping students develop confidence in their investment decisions.
Skill Progression Pathway
Watch your expertise grow through our carefully structured learning journey. Each stage builds on the previous one, ensuring you develop both theoretical understanding and practical application skills.
Sarah Williams
Skills Development Coordinator
Sarah specializes in adult learning methodologies and has designed our progressive skill-building approach. She ensures that each student moves through the pathway at their own pace while maintaining the rigor needed for real-world application.
Assessment Methods
Our assessment approach focuses on practical application rather than theoretical memorization. You'll demonstrate your learning through real-world scenarios and portfolio exercises that mirror actual investment decisions.
Portfolio Projects
Create and present actual investment portfolios based on specific scenarios. These projects allow you to demonstrate your understanding of asset allocation and strategic thinking.
MonthlyCase Studies
Analyze real investment situations and develop recommendations. These assessments test your ability to apply course concepts to practical investment challenges.
Bi-weeklyStrategy Presentations
Present your investment strategies to peers and instructors. This format helps you articulate your reasoning and receive valuable feedback on your approach.
Module EndProgress Reviews
Regular one-on-one sessions with instructors to review your development and address any challenges you're facing in your learning journey.
WeeklyReady to Begin Your Investment Journey?
Join our next cohort starting July 2025. Limited spaces available to ensure personalized attention and meaningful peer interaction throughout your learning experience.
Reserve Your Spot