NOTE: our classes are not yet operational.
Be patient, our classes should be launched in another month or so.

Introduction to the U.S. stock market

$100.00          16 hours

This is an introductory class on the U.S. stock market. We don't assume that you have any prior knowledge of how the stock market works. This class is an online class that involves a lot of reading of concepts and studying data. We go into detail, so that you will have an in-depth understanding of the market by the time you are done. We discuss individual stocks and also the basics of how investment funds work. To receive your completion certificate, you must take an online test and receive a passing grade of at least 75%.

Introduction to exchange traded funds

$100.00          16 hours

This online class is designed for any investor or financial planner who is new to ETFs, or who wants a refresher before taking our more advanced classes. We start at the beginning, as if you are new to ETFs, and then we dig into a lot of detail. Even people who already have some understanding of ETFs should benefit from this course. This course is a mixture of reading online educational material and studying ETFs. Not sure if you need this class? Try to pass our free online ETF knowledge exam.


Introduction to smart beta ETFs

$100.00          16 hours

This online class will get you up to speed on the concepts behind smart beta ETFs. We walk you through the most common approaches used to build smart beta ETFs. The course includes detailed discussions of the most common investment factors used to build smart beta ETFs, such as size, value, volatility, momentum, etc.. We also walk through other strategies used by smart beta ETFs, such as long/short equity, option trading and sector rotation. The class includes a lot of reading of online content. We also give you some easy to use online tools so that you can study some of the most common smart beta ETFs on the market today. We expect you to already have a basic understanding of ETFs before taking this class.

U.S. equity smart beta ETFs deep dive

$100.00          24 hours

As a "deep dive" class, this class consists of some introductory reading, but then mostly consists of you studying actual securities. This class gets you more knowledge about U.S. equity smart beta ETFs by making you study every one of them. That's right. Our online tool allows you to easily and quickly "browse" through every one of the 350 U.S. broad market equity smart beta ETFs. We ask you to assign a rating to each ETF, similar to the way that we assign ETFs a rating for long-term investors. You are done with this class when you have given a rating to all 350 ETFs. Smart beta ETFs are being launched every week, using all kinds of complex indexes. To really know what's happening, you need to look at all of them. Our unique tool makes it easy.


Closed-end funds deep dive

$100.00          16 hours

Get up to speed on closed-end funds by taking this deep dive training class. Closed-end funds are not nearly as popular as mutual funds and ETFs, but they have several unique properties that every investor needs to understand. Unlike mutual funds and ETFs, closed-end funds can borrow at a fund level and issue preferred stock. Closed-end funds also tend to trade a discount to their net asset value, unlike mutual funds and ETFs. As a "deep dive" class, this class consists of some introductory reading, but then mostly consists of you studying actual securities. We give you easy to use online tools that will allow you to quickly and easily study all closed-end funds currently on the market.

Preferred stock deep dive

$100.00          16 hours

Get up to speed on preferred stocks by taking this deep dive training class. At any point in time, there are around 500 to 550 preferred stocks that trade on U.S. stock exchanges. But preferred stocks are not always well-understood. As a "deep dive" class, this class consists of some introductory reading, but then mostly consists of you studying actual securities. We give you easy to use online tools that will allow you to quickly and easily study all 500 or so preferred stocks currently on the market.


Class bundle: all of our courses

$300.00

For one up front fee, receive unlimited access to all of our training classes for a period of one year. Take the individual classes whenever you want to take them, at your pace. This also gives you access to all of our certification exams, if you choose to take any of those. You would also have access to any new classes that we might develop in the future. Make a commitment to invest in yourself, and make a commitment to being a knowledgeable investor.

Corporate plan: 1-50 employees

$1,000.00

For one up front annual fee, your employees will receive unlimited access to all of our training classes for a period of one year. They can take the individual classes whenever they want to take them, at their pace. This also gives your employees access to all of our certification exams, if they choose to take any of those. They would also have access to any new classes that we might develop in the future. Make a commitment to invest in your employees.


Corporate plan: 51-100 employees

$2,000.00

For one up front annual fee, your employees will receive unlimited access to all of our training classes for a period of one year. They can take the individual classes whenever they want to take them, at their pace. This also gives your employees access to all of our certification exams, if they choose to take any of those. They would also have access to any new classes that we might develop in the future. Make a commitment to invest in your employees.

Corporate plan: 101-500 employees

$5,000.00

For one up front annual fee, your employees will receive unlimited access to all of our training classes for a period of one year. They can take the individual classes whenever they want to take them, at their pace. This also gives your employees access to all of our certification exams, if they choose to take any of those. They would also have access to any new classes that we might develop in the future. Make a commitment to invest in your employees.


Corporate plan: 500+ employees

$10,000.00

For one up front annual fee, your employees will receive unlimited access to all of our training classes for a period of one year. They can take the individual classes whenever they want to take them, at their pace. This also gives your employees access to all of our certification exams, if they choose to take any of those. They would also have access to any new classes that we might develop in the future. Make a commitment to invest in your employees.