Learn Together, Grow Together
Join our collaborative financial planning community where peer learning meets practical application. Connect with fellow learners, share experiences, and build lasting financial skills through group dynamics.
Community-Driven Learning Experience
Our approach centers on collaborative education where participants learn from each other's experiences, challenges, and successes in financial planning. You'll work alongside peers who share similar goals while bringing diverse perspectives to group discussions.
Peer Study Circles
Small groups of 6-8 participants meet weekly to discuss financial planning concepts, share personal budgeting challenges, and work through calendar planning exercises together.
"The peer discussions helped me understand concepts I struggled with in traditional learning environments." - Riley Chen, 2024 graduate
Collaborative Projects
Teams tackle real-world financial scenarios, creating comprehensive calendar planning systems for different life situations. Projects include group budgeting exercises and joint financial goal-setting workshops.
Recent projects included planning multi-generational family budgets and creating emergency fund strategies for small business owners.
Mentorship Networks
Advanced learners guide newcomers through their first financial planning cycles. This creates lasting connections and ensures knowledge transfer across program cohorts.
Mentorship pairs continue collaborating even after program completion, creating an extended learning community.
Knowledge Sharing Sessions
Monthly forums where participants present their financial planning successes, discuss obstacles they've overcome, and share innovative calendar organization techniques they've developed.
These sessions often generate the most practical insights, as real experiences resonate more than theoretical examples.
Building Your Financial Planning Network
The connections you make during this program often prove as valuable as the skills you develop. Participants regularly form accountability partnerships that continue long after graduation.
Expert Facilitators
Experienced financial planners guide group discussions and ensure productive learning conversations in every session.
Group Sessions
Interactive workshops, discussion circles, and collaborative planning sessions spread across six intensive months.
Peer Support
Online forums and study groups provide continuous support between formal sessions for ongoing questions and discussions.
Your Learning Journey
Our six-month program builds financial planning skills progressively through collaborative activities and peer learning opportunities.
Foundation & Community Building
Start with group introductions and basic financial calendar concepts. Form study partnerships and begin collaborative planning exercises. Learn from diverse financial backgrounds within your cohort.
Collaborative Skill Development
Work in teams to tackle budgeting challenges and calendar planning scenarios. Share different approaches to financial organization while learning from group problem-solving sessions.
Advanced Planning & Mentorship
Take on mentorship roles while continuing your own learning journey. Lead group discussions, present planning strategies, and build lasting professional relationships within the financial planning community.
Ready to Join Our Learning Community?
Next cohort begins August 2025. Applications close June 30th, 2025.
Apply for August 2025 Cohort