Investment Knowledge That Makes Sense
Choose the learning path that fits your schedule and goals. All programs start in September 2025, giving you time to prepare for what's ahead.
Three Paths, One Goal
We've spent years teaching investment terminology to people from different backgrounds. Some need flexibility, others want structure. That's why we created three distinct options.
Foundation Access
Perfect if you're balancing work and learning. Get the essentials on your own time.
- Core terminology library (200+ terms)
- Self-paced video lessons
- Practice exercises and quizzes
- Mobile-friendly platform access
- Community forum participation
- Monthly progress reports
Professional Development
Our most popular choice. Real feedback from instructors who've worked in finance.
- Everything in Foundation Access
- Advanced terminology modules
- Weekly instructor feedback sessions
- Case study analysis workshops
- Direct Q&A with finance professionals
- Certificate upon completion
Complete Mastery
For those who want personalized attention and deeper understanding.
- Everything in Professional Development
- One-on-one mentorship sessions
- Custom learning path design
- Real portfolio terminology review
- Priority support response
- Lifetime access to materials
Why This Approach Works Better
Most finance courses throw jargon at you without context. We've seen that fail too many times. Our method connects terms to actual market situations you'll recognize.
Last year, we watched Dax Thornbury move from confused about ETFs to explaining derivatives to his colleagues. He didn't memorize definitions — he understood them through practical application.
Real Context
Every term connects to current market examples from 2024-2025.
Flexible Timeline
Learn at your pace without rigid deadlines that don't fit your life.
Active Support
Questions get answers from people who actually work in finance.
Practical Focus
Skip the academic theory — learn what you'll actually use.
What Happens After Six Months
We don't promise career miracles. But we've seen what better financial vocabulary does for people who put in the work.
"I spent three years pretending I understood what my boss meant during portfolio reviews. After finishing the Professional Development program in March 2025, I actually participate in those meetings now. The difference isn't just vocabulary — it's confidence in using it correctly."
Progress Over Time
Kieran went from taking notes silently to leading quarterly review discussions within eight months of starting. He still uses the platform when encountering new terms.
"My accountant would explain things and I'd nod along without really getting it. Foundation Access gave me enough knowledge to ask better questions about my business investments. I'm not trying to become a trader — I just wanted to understand my own financial conversations."
Practical Application
Lachlan completed the foundation program in January 2025 and now reviews his business investment reports with genuine comprehension instead of blind trust.
Questions We Get Asked
Honest answers to what people want to know before committing.
Can I switch between tiers if my situation changes?
Yes. People upgrade or downgrade based on their schedule and needs. Just contact us at least two weeks before your next billing cycle. There's no penalty for changing your mind about what works best.
What if I need to pause my subscription?
Life happens. You can pause for up to three months without losing your progress or place in instructor-led sessions. We've had students pause for family emergencies, work travel, or just needing a break. Your materials stay accessible when you return.
How long does it typically take to complete a program?
Foundation Access students usually finish core content in 4-6 months. Professional Development takes 6-9 months with the workshops. Complete Mastery is designed for 8-12 months depending on your mentorship goals. But these are guidelines, not rules — everyone moves at their own pace.
Do you offer any trial period?
First month is your trial. If the program doesn't match what you expected, cancel within 30 days for a full refund. We'd rather you find out early if it's not the right fit than feel stuck paying for something that doesn't help.
What's included in the mentorship sessions?
Complete Mastery members get two 45-minute one-on-one sessions per month. Your mentor reviews your specific questions, discusses terminology in context of your work or interests, and helps connect concepts you're struggling with. It's not lecturing — it's personalized guidance based on what you actually need.