Learn Together, Grow Together
Join our collaborative financial planning community where peers support each other through shared learning experiences, group projects, and meaningful connections that last beyond the classroom.
Community-Driven Learning Experience
Our approach centers on peer interaction and collaborative problem-solving. You'll work alongside fellow learners to tackle real-world financial challenges while building lasting professional relationships.
Study Groups & Peer Sessions
Weekly small-group sessions where you'll discuss budgeting strategies, share calendar planning techniques, and learn from diverse perspectives. These intimate settings foster deep connections and collaborative problem-solving skills that extend far beyond our program.
Collaborative Project Teams
Partner with 3-4 peers on month-long projects analyzing different financial scenarios. Recent teams have created comprehensive budget calendars for small businesses, developed family financial planning frameworks, and designed community savings initiatives.
Peer Mentorship Network
Our unique pairing system connects you with someone who's completed the program while you mentor a newcomer. This creates ongoing support relationships where knowledge flows in both directions, enriching everyone's understanding of financial planning concepts.
Building Professional Networks Through Shared Learning
What sets our community apart isn't just the curriculum—it's the relationships you'll build. Many participants discover that their study partners become trusted advisors, business collaborators, or lifelong friends.
- Monthly networking events with program alumni and industry professionals
- Cross-cohort collaboration opportunities on advanced projects
- Private online community platform for ongoing discussion and support
- Quarterly skill-sharing workshops led by community members
Our next cohort begins in August 2025, bringing together diverse professionals who are serious about developing their financial planning skills in a supportive, collaborative environment. The application period opens in June 2025.
