How We Match You With The Right Program
Look, we get it. Choosing an investment education program feels like a big decision. That's why we don't just throw you into a course and hope for the best. Our matching process helps us understand where you're starting from and what you're hoping to achieve.
- We start with a brief conversation about your current knowledge level and financial goals
- Review your available time commitment and preferred learning style
- Discuss any specific investment interests or concerns you have
- Recommend the program level that makes the most sense for your situation
- Set up your learning schedule and connect you with your instructors
Most people find this 20-minute chat incredibly helpful. It saves you from signing up for something that's either too basic or too advanced. Plus, you'll know exactly what to expect before you commit.