Learn Finance Your Way

Our adaptive program recognizes that everyone absorbs financial concepts differently. Whether you prefer intensive workshops, gradual self-paced study, or interactive group sessions, we've designed multiple pathways to help you build solid financial knowledge that sticks.

Explore Program Options

Weekend Intensive Sessions

Perfect for busy professionals who want to dedicate focused blocks of time to learning. Our weekend sessions run from 9 AM to 4 PM, covering substantial ground in financial planning, investment basics, and budgeting strategies.

  • Two consecutive Saturdays monthly
  • Small groups of 8-12 participants
  • Interactive case studies and workshops
  • Take-home materials and practice exercises
  • Follow-up support sessions available

Flexible Evening Classes

Designed around work and family commitments, these 90-minute sessions meet twice weekly. We cover the same comprehensive curriculum but spread it across a longer timeframe, allowing for deeper reflection between sessions.

  • Tuesday and Thursday evenings, 6:30-8:00 PM
  • 12-week program cycles
  • Online attendance options when needed
  • Recorded sessions for review
  • Peer discussion groups

Self-Directed Study Track

For independent learners who prefer setting their own pace. You'll receive comprehensive study materials, video lessons, and regular check-ins with instructors. Ideal for those with unpredictable schedules or who learn best through individual exploration.

  • Complete curriculum in digital format
  • Monthly one-on-one instructor meetings
  • Access to virtual office hours
  • Online community forum participation
  • Flexible timeline up to 18 months

Tailored to Your Experience Level

We recognize that some participants arrive with investment experience while others are just beginning to understand basic budgeting. Our instructors assess your current knowledge during the first session and adjust the curriculum accordingly. Advanced learners can dive into complex portfolio theory, while beginners focus on establishing emergency funds and understanding compound interest.

This isn't about separate classes for different levels – it's about meeting you where you are within the same supportive learning environment. Everyone benefits from hearing different perspectives and questions, regardless of their starting point.

Comprehensive Learning Support

Learning financial concepts can feel overwhelming, especially when you're juggling other responsibilities. That's why we've built multiple support systems into our program structure. Beyond the classroom or online sessions, you'll have access to resources designed to reinforce your learning and answer questions as they arise.

Our approach recognizes that financial literacy isn't just about memorizing concepts – it's about developing confidence to make informed decisions about your money. We provide ongoing support through various channels, ensuring you feel prepared to apply what you've learned in real-world situations.

Many participants find that the combination of structured learning and flexible support helps them stay engaged throughout the program. Whether you need clarification on a specific topic or want to discuss how the concepts apply to your personal situation, our team is available to help.

Weekly Office Hours

Drop-in sessions every Wednesday from 5-7 PM where you can ask questions, review challenging concepts, or discuss how to apply lessons to your specific financial situation.

Resource Library

Access to calculators, worksheet templates, recommended reading lists, and practical tools that extend beyond the classroom experience.

Marlowe Chen

Lead Program Coordinator

Dr. Sage Rivera

Financial Planning Specialist

Phoenix Nakamura

Investment Education Director