Personal Finance Mastery Program
Build real-world skills in budgeting, investing, and financial planning through our comprehensive six-month program. Learn from experienced finance professionals and work on actual case studies.
What You'll Actually Learn
This isn't another theory-heavy course. We focus on practical skills you can use right away. Each module includes hands-on projects based on real financial scenarios.
You'll work with actual budgeting tools, analyze investment portfolios, and create financial plans. By the end, you'll have a portfolio of work that shows what you can do—not just what you know.
Classes meet twice weekly in the evenings. You'll need about 10 hours per week for coursework and projects. Most students complete everything while working full-time.
Foundations of Money Management
Cash flow tracking, debt strategies, emergency funds. We start with the basics because getting this right makes everything else easier.
Investment Principles
Stocks, bonds, index funds, retirement accounts. Learn how different investment vehicles work and when to use them.
Tax Planning Strategies
Understanding tax brackets, deductions, credits, and basic planning strategies that can save thousands annually.
Financial Planning Projects
Create complete financial plans using real scenarios. This capstone project pulls everything together.
Small Groups, Personal Attention
We keep cohorts small—usually 15 to 20 students. This means you actually get to know your instructors and classmates.
Instructors are available during office hours and respond to questions within 24 hours. We've found that students learn better when they can ask questions without feeling lost in a crowd.
Weekly office hours: Every Tuesday and Thursday evening, plus scheduled one-on-one sessions throughout the program.
Program Schedule and Format
| Component | Time Commitment | Format |
|---|---|---|
| Live Sessions | 2 evenings per week, 2 hours each | Virtual with recorded option |
| Independent Study | 4-6 hours per week | Self-paced readings and exercises |
| Project Work | 3-4 hours per week | Individual and group projects |
| Office Hours | Optional, as needed | Virtual drop-in sessions |
| Total Duration | 24 weeks | July through December 2026 |
All live sessions are recorded. If you miss a class, you can watch the recording and submit questions. We understand that life happens—the program is designed to be flexible without compromising quality.
How to Join the Next Cohort
Submit Application
Tell us about your background and what you hope to achieve. No finance experience required—we're looking for motivated learners.
Brief Interview
A 20-minute conversation with one of our instructors. We want to make sure the program is a good fit for your goals.
Enrollment Confirmation
You'll hear back within one week. If accepted, you'll receive access to pre-program materials to help you prepare.
Program Kickoff
Join orientation two weeks before the first class. Meet your cohort, set up your tools, and get familiar with the platform.