Learn Your Way Forward

Financial education shouldn't fit into a single box. Our flexible learning approach adapts to your schedule, learning style, and goals – because everyone's path to financial knowledge looks different.

Self-Directed Study

Take control of your learning timeline with our comprehensive resource library and structured modules that you can access anytime.

24/7 access to learning materials
Progress tracking and milestone markers
Downloadable worksheets and calculators
Community forum for peer discussions
Monthly check-in sessions available

Group Sessions

Learn alongside peers in structured group environments that encourage discussion, problem-solving, and shared experiences.

Weekly 90-minute interactive sessions
Small groups of 8-12 participants maximum
Case study analysis and group projects
Peer feedback and collaboration opportunities
Guest speakers from financial industry

One-on-One Mentoring

Get personalized guidance tailored to your specific financial situation and goals through dedicated mentoring relationships.

Bi-weekly 60-minute mentoring sessions
Customized learning plan development
Personal financial goal setting
Direct feedback on your progress
Extended support beyond program completion

Built Around Your Life

We understand that life doesn't pause for education. That's why we've designed multiple pathways that work with your existing commitments rather than against them.

Evening Focus Track

Perfect for working professionals, our evening sessions run Tuesday and Thursday from 7:00-8:30 PM. All materials are recorded for later review if you miss a session.

Weekend Intensive

Prefer to dedicate weekends to learning? Our Saturday morning intensives cover the same material in focused 3-hour blocks, meeting twice monthly.

Seasonal Programs

Join our quarterly cohorts that align with natural planning cycles – January financial fresh starts, spring tax season insights, or fall budgeting preparation.

Hybrid Options

Can't commit to one format? Mix and match approaches throughout your learning journey. Start with self-study, add group sessions later, or include mentoring when you need it most.

Fall 2025 Cohorts Starting

6-Month Program Duration

Multiple Format Options

Flexible Start Dates

Your Learning Journey, Personalized

Every participant begins with a learning style assessment and goal-setting session. From there, we craft a path that matches how you learn best and what you want to achieve.

Initial Assessment

We start by understanding your current financial knowledge, learning preferences, and specific goals. This 45-minute session helps us recommend the best format and pace for your situation.

Customized Path Creation

Based on your assessment, we develop a personalized learning plan that includes recommended modules, suggested timeline, and optional add-on resources that match your interests.

Progress Monitoring

Monthly check-ins help us adjust your learning path as needed. If life changes or you discover new interests, we modify your program to stay relevant and engaging.

Extended Support

Learning doesn't end with program completion. You'll have access to our alumni network, quarterly refresher sessions, and ongoing resource updates for continued growth.

Ezra Goldstein

Program Coordinator

Specializes in adult learning adaptation and financial curriculum development

Nava Chen

Learning Specialist

Focuses on personalized learning strategies and progress assessment

Moshe Rahman

Industry Mentor

Brings real-world financial planning experience to theoretical concepts

Talia Okafor

Support Counselor

Provides ongoing motivation and helps overcome learning obstacles

Ready to Start Learning?

Our next program cohorts begin in September 2025. Schedule your initial assessment to explore which learning format works best for your goals and lifestyle.

Schedule Assessment