Expert-Led Financial Education

Learn from seasoned professionals who've navigated decades of market cycles. Our mentorship approach focuses on building sustainable investment knowledge through personalized guidance and proven methodologies.

Meet Your Financial Mentors

Our instructors bring combined experience of over four decades in financial markets, portfolio management, and investment education. They've weathered multiple economic cycles and understand what separates successful long-term investors from those who struggle.

Penelope Harwick-Stone

CFA, Senior Financial Education Specialist

Penelope spent eighteen years managing institutional portfolios before transitioning to education in 2019. She specializes in helping individuals understand risk assessment and portfolio construction. Her approach emphasizes practical decision-making frameworks rather than theoretical concepts. Students appreciate her ability to explain complex financial principles through real-world scenarios and case studies from her extensive market experience.

Barnaby Culpeper

Investment Strategy Mentor, Former Fund Manager

After managing emerging market funds for fifteen years, Barnaby now focuses on mentoring individual investors. He's particularly skilled at helping people develop disciplined investment habits and emotional resilience. His teaching style combines behavioral finance insights with practical market analysis. Barnaby believes that successful investing is more about psychology than prediction, and his sessions often explore the mental aspects of financial decision-making.

Our Teaching Philosophy

We believe financial education should be grounded in real experience rather than academic theory alone. Our methodology combines proven investment principles with personalized mentorship that adapts to each participant's learning style and financial situation.

Experience-based learning using actual market scenarios and historical case studies
Individualized feedback sessions to address specific questions and challenges
Practical skill development through hands-on portfolio analysis exercises
Long-term relationship building that extends beyond formal program completion

Mentorship-Centered Approach

Unlike traditional classroom settings, our program emphasizes one-on-one guidance and small group discussions. This allows for deeper exploration of concepts and personalized attention to individual learning needs.

How Expert Guidance Works

Our structured mentorship process ensures you receive consistent support while developing independent decision-making capabilities. Each phase builds upon previous learning while introducing new concepts at an appropriate pace.

Phase One

Foundation Assessment & Goal Setting

We begin with comprehensive discussions about your financial background, learning preferences, and investment objectives. This phase includes reviewing your current financial situation and establishing realistic learning milestones. Your mentor creates a personalized curriculum based on these initial assessments.

Phase Two

Structured Learning & Skill Development

Regular mentoring sessions focus on building core competencies in financial analysis, risk management, and portfolio construction. You'll work through practical exercises using real market data while receiving ongoing feedback on your progress. This phase typically involves weekly one-hour sessions over several months.

Phase Three

Independent Application & Ongoing Support

As you develop confidence, sessions transition to reviewing your independent analysis and decision-making processes. Your mentor remains available for consultation while encouraging you to apply learned principles autonomously. This creates a sustainable foundation for continued learning and growth.

Ongoing

Extended Mentorship Network

Program graduates maintain access to periodic group sessions and individual consultations. This ongoing relationship helps address new challenges as they arise and provides continued learning opportunities. Many participants find this extended support invaluable as market conditions evolve.