Master Financial Planning Through Real Practice
Build practical skills with experienced mentors who've navigated decades of market changes and client challenges
Start Your JourneyWhat You'll Actually Learn
Our program focuses on practical skills you'll use from day one. We skip the theoretical fluff and dive into real scenarios that financial advisors face every week.
Every module includes hands-on exercises with real market data. You'll work through actual case studies from our instructors' experiences—both successes and mistakes that taught valuable lessons.
Learn from Practitioners
Our instructors currently work with clients and understand today's financial landscape
Rutherford Pike
Investment Strategy Specialist
Twenty-three years helping families navigate major financial decisions. Rutherford specializes in portfolio construction and has weathered three major market downturns with his clients.
Celeste Bramwell
Retirement Planning Expert
Former pension fund manager who now focuses on individual retirement strategies. Celeste brings institutional knowledge to personal financial planning approaches.
Program Structure
Foundation Phase
Months 1-2
Core financial principles, regulatory framework, and basic client interaction skills
Practice Phase
Months 3-5
Hands-on case studies, portfolio analysis, and supervised client simulations
Integration Phase
Month 6
Final project combining all skills, peer review sessions, and career planning
Ready to Begin?
Our next cohort starts in September 2025. Classes meet twice weekly in the evenings, plus one Saturday workshop per month. Limited to 16 participants for personalized attention.
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