Master Investment Instruments That Actually Work
Stop guessing with your financial future. Our comprehensive program teaches you to evaluate bonds, equities, derivatives, and alternative investments using proven analytical frameworks that professionals rely on every day.
Explore Learning Programs
Find Your Investment Learning Path
Different situations call for different approaches. Answer these common questions to understand what type of investment education makes sense for your current position.
Never invested beyond savings accounts?
Start with our fundamentals track. You'll learn how bonds work, why stock prices move, and how to read basic financial statements. We cover the essential concepts without overwhelming jargon, so you can make informed decisions about your first investments.
Have some experience but want to diversify?
Focus on our intermediate modules covering REITs, commodity funds, and international markets. Learn how different asset classes behave during various economic conditions and how to build a portfolio that isn't overly dependent on any single investment type.
Interested in more complex instruments?
Our advanced curriculum covers options strategies, futures contracts, and structured products. You'll understand when these tools make sense and when they don't, plus learn the risk management principles that prevent costly mistakes.
Want to understand what advisors recommend?
Learn the analytical methods financial professionals use to evaluate investments. Understand how they assess risk, calculate expected returns, and match investment products to specific financial goals and timelines.
Real Analysis, Not Marketing Promises
Every investment comes with trade-offs. Our approach teaches you to spot the difference between genuine opportunity and clever marketing. You'll learn to ask the right questions and interpret the answers correctly.
- Analyze bond duration and credit risk without getting lost in technical details
- Understand how market conditions affect different asset classes
- Evaluate fund expenses and their long-term impact on returns
- Recognize when complexity adds value versus when it just adds cost
- Build diversification strategies that work in various economic scenarios
What You'll Actually Learn
Our curriculum focuses on practical skills you can use immediately. No theory for theory's sake – just the knowledge you need to make better investment decisions.
Fixed Income Fundamentals
Government bonds, corporate debt, and municipal securities. Learn how interest rate changes affect bond prices, how to evaluate credit risk, and when fixed income makes sense in your portfolio. We'll cover yield curves, duration, and the real-world factors that drive bond performance.
Equity Analysis Methods
Beyond just "buy good companies." Understand price-to-earnings ratios in context, learn what drives dividend sustainability, and discover how to evaluate growth prospects. We cover both individual stock analysis and equity fund selection criteria.
Alternative Investment Options
Real estate investment trusts, commodities, precious metals, and emerging markets. Learn how these investments behave differently from traditional stocks and bonds, and when they might complement your existing holdings.
Risk Management Principles
Position sizing, correlation analysis, and scenario planning. Understand how much of your portfolio should go into any single investment, how to prepare for market downturns, and when to rebalance your holdings.
Learn From Actual Market Experience
Cormac Finnegan spent twelve years analyzing institutional portfolios before developing our curriculum. He's seen what works in real markets and what only works on paper. His approach focuses on practical decision-making rather than academic theory.
The program starts in September 2025 with both evening and weekend options available. You'll work through real investment scenarios and learn to evaluate opportunities using the same analytical frameworks that professional fund managers rely on.
View Our Teaching Approach