Financial Planning Education That Works
We don't believe in shortcuts. Our approach to teaching economic planning comes from decades of actual client work—not textbook theory. You'll learn practical frameworks that help real people make better financial decisions.
Our next cohort begins September 2026. Classes meet twice weekly over twelve months, with hands-on case studies drawn from actual planning scenarios.
What You'll Actually Learn
We built this curriculum around the questions clients ask most—and the skills you need to answer them well.
Core Planning Concepts
Start with the fundamentals that matter. Cash flow analysis, goal setting frameworks, and how to have productive money conversations.
- Building realistic household budgets
- Understanding debt structures
- Emergency fund strategies
- Client communication basics
Portfolio Construction
Learn how to build portfolios that align with actual client risk tolerance and life circumstances—not marketing materials.
- Asset allocation principles
- Tax-efficient investing
- Rebalancing strategies
- Risk assessment methods
Long-Term Planning
Retirement planning requires understanding social security, healthcare costs, and withdrawal strategies that adapt to changing circumstances.
- Retirement income sources
- Medicare planning basics
- Withdrawal sequencing
- Longevity considerations
Risk Management
Insurance and estate planning aren't exciting, but they're essential. We cover what clients actually need versus what gets sold to them.
- Life insurance evaluation
- Disability coverage needs
- Basic estate documents
- Beneficiary coordination
Tax-Aware Planning
Good financial plans consider tax implications. You'll learn how to spot opportunities and coordinate with tax professionals.
- Tax-deferred vs. taxable accounts
- Roth conversion analysis
- Charitable giving strategies
- Cost basis tracking
Real-World Application
The final module focuses on running actual planning sessions—from initial meetings through ongoing reviews and adjustments.
- Client onboarding process
- Plan presentation skills
- Ongoing review structure
- Practice management basics
Your Year With Us
Months 1-3: Foundation
We start slow. The first quarter focuses on core concepts and building a shared vocabulary. Expect weekly readings and small case studies.
Months 4-7: Deep Work
This is where things get harder. You'll work through complex scenarios that require integrating multiple planning areas—just like real client situations.
Months 8-10: Specialization
Choose areas to explore more deeply based on your interests. Small business planning, divorce financial analysis, or multi-generational wealth transfer.
Months 11-12: Capstone
Create and present a comprehensive financial plan for a fictional client family. You'll get feedback from practicing advisors and your peers.
How We Actually Teach This Stuff
Look, financial planning education has a reputation problem. Too much theory, not enough practical application. We designed this program differently because we got tired of seeing graduates who knew formulas but couldn't talk to actual clients.
Small Group Sessions
Classes cap at sixteen people. You're not lost in a lecture hall—you're in a room where everyone knows your name and your instructors notice when you're struggling.
Case-Based Learning
Every week includes case studies pulled from real planning situations (names changed, obviously). You'll learn by solving actual problems, not memorizing definitions.
Practicing Instructors
Our teachers work with clients during the day and teach at night. They bring current challenges and recent examples—not stories from a decade ago.
Ongoing Feedback
You'll submit work regularly and get detailed comments. Not just grades—actual feedback on your thinking process and communication style.