Financial Skills Training Programs
Build practical money management capabilities through structured learning programs starting autumn 2025. Real-world applications for everyday financial decisions.
Request Program InformationComprehensive Financial Education
Our upcoming programs focus on building actual skills you'll use in real situations. From budgeting basics to investment fundamentals, each course connects theory with practical application.
- Interactive workshops with real-world scenarios
- Flexible evening and weekend scheduling options
- Small group formats for personalized attention
- Take-home resources and planning tools
- Ongoing support through online community

Program Pathways
Foundation Track
Essential money management skills including budgeting, saving strategies, and debt reduction techniques. Perfect for building confidence with everyday financial decisions.
8 weeks • Starting September 2025Investment Basics
Introduction to investment concepts, risk assessment, and portfolio fundamentals. Covers both traditional and modern investment approaches with practical exercises.
6 weeks • Starting October 2025Property & Planning
Home buying process, mortgage basics, and long-term financial planning strategies. Includes retirement planning fundamentals and insurance considerations.
10 weeks • Starting November 2025
Marcus Chen
Lead Financial Educator
Learning from Experience
Marcus brings fifteen years of financial planning experience to our programs. He's worked with hundreds of individuals and families, helping them navigate everything from first home purchases to retirement planning. His approach focuses on making complex concepts accessible and actionable.
Teaching Philosophy
Enrollment Process
Information Sessions
Join us for informal Q&A sessions where you can learn more about each program track, ask questions, and get a feel for our teaching approach. No commitment required.
Early Registration Opens
Priority enrollment begins for all autumn programs. Early registrants receive program materials in advance and access to our online preparation resources.
Pre-Program Preparation
Registered participants receive welcome materials, reading lists, and access to our student community platform. Optional preparatory workshops available.
Programs Begin
Classes start with foundation sessions. All programs include both group sessions and individual progress check-ins throughout the duration.