Learning That Adapts to You
Choose your path, set your pace, and build financial skills that last. Our flexible program works around your schedule, not against it.
Self-Paced Learning
Work through materials when it suits you best. Whether you're an early bird tackling budgets at 6 AM or a night owl crunching numbers after dinner, your progress saves automatically.
- Access materials 24/7 from any device
- Bookmark sections for quick reference
- Download worksheets for offline practice
- Progress tracking across all modules
Guided Study Groups
Join small cohorts that meet twice weekly for structured discussions. Perfect if you learn better with others and appreciate gentle accountability without rigid schedules.
- Maximum 8 participants per group
- Two time slots available each week
- Make-up sessions for missed meetings
- Peer support through group messaging
Intensive Weekends
Complete entire modules during focused weekend sessions. Great for busy professionals who prefer concentrated learning bursts over extended commitments.
- Saturday morning and afternoon sessions
- Sunday follow-up workshops
- Light refreshments included
- Take-home resource packages
Your Learning, Your Way
We match you with learning approaches based on how you actually absorb information. Some people need visual charts, others prefer step-by-step checklists. During enrollment, you'll work with one of our advisors to design a path that makes sense for your brain.
Our program adjusts as you progress. Struggling with investment concepts? We'll add more examples. Flying through budgeting basics? We'll suggest advanced modules to keep you challenged.
Support When You Need It
Ready to Start Learning?
Our next enrollment period opens in August 2025. Get details about program options and find the approach that works best for your schedule and learning style.
Get Program Information