Your Learning, Your Way

From weekend workshops to year-long mentorships, we've built our financial planning education around how real people actually learn best.

Multiple Paths, Same Destination

Whether you're cramming between client meetings or have dedicated study blocks, our program adapts to your reality. Each format covers identical core concepts — just delivered differently.

Intensive Weekend Format

  • Six weekend sessions over three months
  • Friday evening start, Sunday afternoon finish
  • Immediate application exercises
  • Peer collaboration workshops
  • Take-home practice materials

Weekly Evening Sessions

  • Two-hour sessions every Tuesday
  • 24-week comprehensive coverage
  • Homework assignments between sessions
  • Virtual office hours available
  • Gradual skill building approach

Self-Paced Online

  • Complete within 12 months
  • Video content plus written materials
  • Monthly check-in calls
  • Discussion forums with cohort
  • Download materials for offline study

Mentorship Track

  • One-on-one monthly sessions
  • Customized learning pathway
  • Real case study work
  • Industry mentor matching
  • Extended 18-month timeline

Built for Real Schedules

We started this program because traditional education doesn't fit modern working life. You shouldn't have to choose between learning and earning.

Switch Formats Mid-Course

Life changes? So can your learning format. Transfer between weekend and evening sessions without penalty.

Pause and Resume

Take breaks for client deadlines or personal commitments. Your progress saves automatically.

Makeup Sessions

Miss a class? Join the alternate format that week or access recorded content within 48 hours.

Extended Timeline

Need more time? Extend your completion deadline by up to six months at no additional cost.

92% Completion Rate

When learning fits your life, you actually finish what you start.

Personalized Learning Pathways

Your background shapes your learning journey. We customize content based on whether you're coming from accounting, general business, or starting fresh.

Adaptive Content Delivery

Before you start, we assess your current knowledge and adjust the curriculum accordingly. Someone with accounting experience might skip basic concepts and dive deeper into strategic planning, while newcomers get additional foundational support.

  • Accounting Professional Track

    Fast-track through bookkeeping basics, focus on advanced forecasting and strategic financial analysis for business growth.

  • Business Owner Pathway

    Practical cash flow management, growth funding strategies, and financial controls you can implement immediately.

  • Career Changer Route

    Comprehensive foundation in business finance principles plus industry-specific applications and terminology.

  • Consultant Development

    Client presentation skills, report writing, and multi-industry case studies to build your consulting toolkit.

Magnus Thornfield

Lead Program Coordinator

"Every student gets a different experience because no two professionals have identical needs. That's not a bug in our system — it's the whole point."