Build a Foundation That Actually Works
Investment theory isn't about shortcuts or hype. It's about understanding what moves markets and how risk really behaves. Our program starts in September 2025 with practical frameworks you can apply right away.
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Where People Actually End Up
These are real stories from people who went through earlier versions of our program. Not overnight wins—just steady progress over time.
Alaric Draven
Investment Analyst
Finished the program in late 2023. Spent the next year applying what he learned—mostly portfolio theory and risk assessment. Got promoted six months later. Says the frameworks still guide his daily work, especially when things get unpredictable.
18 months post-program (Jan 2025 update)
Sienna Breckenridge
Financial Advisor
Started with almost zero background in 2023. Took her three months just to get comfortable with the concepts. Now she's managing her own client relationships and credits the program with giving her a language to explain complex ideas without the jargon.
20 months post-program (Jan 2025 update)
Tavian Lockridge
Corporate Finance
Came in skeptical. Left with tools he actually uses. Moved into a more senior role eight months after completing the course. Says the behavioral finance module changed how he thinks about market movements and client decisions.
14 months post-program (Jan 2025 update)
Elara Whitmore
Portfolio Manager
Took the 2024 cohort while transitioning careers. Spent months practicing before feeling confident. Now she's handling real portfolios and says the grounding in asset pricing theory keeps her from chasing trends or reacting to noise.
10 months post-program (Jan 2025 update)
Program Options for September 2025
All programs include access to updated materials, discussion forums, and monthly Q&A sessions. Pricing in Canadian dollars.
Foundation Track
12-week program
- Core investment theory modules
- Risk and return frameworks
- Portfolio construction basics
- Weekly group discussions
- Self-paced learning
Applied Track
16-week program
- Everything in Foundation
- Asset pricing models
- Behavioral finance insights
- Case study workshops
- Individual feedback sessions
Intensive Track
20-week program
- Everything in Applied
- Advanced quantitative methods
- Market microstructure
- Monthly coaching calls
- Custom project support
How the Program Actually Runs
Most of the work happens asynchronously. You watch lectures, read materials, and work through exercises on your own schedule. Then we meet weekly for discussions where we dig into what's confusing or counterintuitive.
People come from different backgrounds—some with finance degrees, others switching fields. The pace adjusts based on where you're starting from. You can expect about 8-10 hours per week of work, though that varies depending on your familiarity with the concepts.
The goal isn't to memorize formulas. It's to develop a working understanding of how investment decisions get made and why certain approaches tend to work over time. Theory, but grounded in actual practice.
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