Learn from Financial Experts Who've Been There
Our September 2025 program connects you with practitioners who bring decades of real-world experience to every session. This isn't theoretical learning—it's practical wisdom from professionals who understand the complexities of today's financial landscape.
Experience-Driven Learning That Actually Works
We've found that financial education works best when it's grounded in real situations our instructors have navigated themselves. Each lesson builds from actual case studies, market scenarios, and decision-making frameworks that have been tested in practice.
- Small group sessions with maximum 12 participants per instructor
- Weekly one-on-one mentorship meetings throughout the program
- Real portfolio reviews and analysis with instructor guidance
- Access to instructor networks for ongoing professional connections
- Quarterly follow-up sessions for six months after program completion
Meet Your Program Instructors
Each brings unique expertise from different sectors of the financial industry, ensuring you get diverse perspectives on wealth management, investment strategy, and financial planning.
Marcus Fieldstone
Financial Planning Specialist
Spent 18 years helping families navigate everything from first home purchases to retirement transitions. Marcus focuses on practical decision-making frameworks that work in the real world, not just on spreadsheets.
Diana Thornwell
Investment Strategy Expert
Former portfolio manager who now teaches the art of reading market signals and building resilient investment strategies. Diana's approach emphasizes understanding risk before chasing returns.
Oliver Brennan
Corporate Finance Consultant
Bridges the gap between business finance and personal wealth building. Oliver brings insights from working with both startups and established companies, teaching financial principles that scale.