Transparent Pricing for Real Learning
Investment education shouldn't feel like a guessing game. We've designed our pricing to match where you are and where you're headed.
Most people come to us confused about which investment terms actually matter. After working with hundreds of clients across Ontario since 2022, we've learned that pricing needs to be as straightforward as the concepts we teach.
Our three tiers aren't just about price points. They reflect different learning needs and time commitments. Whether you're starting fresh or already comfortable with basics, there's a path that makes sense.
Choose Your Learning Path
Each option includes live sessions, practical exercises, and ongoing support. Programs start September 2025.
Foundation
Perfect for complete beginners who want solid grounding in investment terminology without overwhelming complexity.
- 12 weekly live sessions (90 minutes each)
- Core terminology workbook
- Email support between sessions
- Access to learning portal
- Certificate of completion
Professional
Our most comprehensive option for those serious about understanding investment language in depth and practical application.
- 20 weekly live sessions (2 hours each)
- Advanced terminology materials
- Monthly one-on-one coaching calls
- Priority email and chat support
- Real-world case study projects
- Professional certificate
Accelerated
Intensive fast-track program for professionals who need comprehensive knowledge quickly with personalized attention.
- 16 sessions over 8 weeks (intensive)
- All Professional tier materials
- Weekly one-on-one sessions
- Direct instructor access
- Custom learning plan
- Advanced certification
Real Stories from Real Learners
These aren't generic success stories. They're honest accounts of specific challenges people faced and how they worked through them.
The Challenge: Feeling Lost in Financial Conversations
I'd sit in meetings and nod along when people mentioned P/E ratios or dividend yields, but honestly had no clue what they meant. It was embarrassing. Started with Foundation in fall 2024 thinking I'd just learn enough to fake it better. But something clicked around week five when we broke down earnings reports. Suddenly these weren't just words anymore.
Now I actually ask questions in meetings instead of staying quiet. My confidence shifted completely.
The Challenge: Needing Fast Results for Career Change
I had eight weeks before starting a new role at an investment firm. Zero background in finance. Went with Accelerated because I didn't have time to mess around. Those first few days were brutal, not going to lie. But the intensive format meant I couldn't fall behind or zone out. The weekly one-on-ones helped me connect dots I was missing.
Started my new job in January 2025 actually understanding the language everyone spoke. Worth every late night.
Questions at Every Stage
We've organized these by where you are in your decision process, because different questions matter at different times.
1Before You Enroll
How do I know which tier fits me?
Book a quick call with us. We'll ask about your current knowledge level and what you're hoping to achieve. Most people find their right fit in about 15 minutes of conversation. Foundation works for complete beginners. Professional suits people who've tried learning on their own but want structure. Accelerated is for those with tight deadlines or prior business background.
Can I switch tiers after starting?
Yes, within the first two weeks. We'll adjust pricing based on what you've completed. Happens more often than you'd think, usually when someone realizes they want more depth than they originally thought.
2During the Program
What if I miss a live session?
All sessions are recorded and posted within 24 hours. You won't lose access to the material. But try not to miss too many because the group discussions are where a lot of learning happens. We've noticed people who attend live tend to grasp concepts faster.
How much time should I expect to spend outside sessions?
Figure on 3-4 hours weekly for Foundation, 5-6 for Professional, and 8-10 for Accelerated. That includes reviewing materials, doing exercises, and practice work. Some people need less time, some need more. Depends on your background and learning style.
3After Completion
Do I keep access to materials after finishing?
Yes. Portal access continues for 12 months after your program ends. We update materials quarterly as terminology evolves, and you get those updates too. Some graduates check back months later when they encounter new terms in their work.
What kind of certificate do I receive?
You get a certificate showing program completion, dates attended, and topics covered. It's not a professional designation or license, but it documents your education. Some employers recognize it, others don't care much about certificates. The knowledge itself tends to matter more.
Ready to Start Your Investment Education?
Next cohort begins September 15, 2025. Spots fill up about six weeks before start date.
Talk About Your Options