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Join our collaborative community where financial knowledge flourishes through shared experiences, peer mentorship, and group discovery. Starting August 2025, we're bringing together aspiring financial planners in an environment where everyone teaches and everyone learns.
Our approach differs from traditional classroom settings. Here, participants form study groups, tackle real-world budget scenarios together, and develop solutions through collective insight. Think of it as a financial book club that actually solves practical problems.
These ongoing initiatives showcase the kind of collaborative work our community members engage in. Each project emerges from real questions and challenges that participants face in their financial journeys.
Project Coordinator
A group of seven participants is developing practical budget templates specifically for local service businesses, drawing from their combined experience across different industries.
Research Lead
This research project examines how different families approach financial conversations and decision-making, with the goal of creating practical communication frameworks.
Workshop Facilitator
A collaborative study examining financial strategies for career changers, including timeline planning and emergency fund calculations for transition periods.
Applications open in June 2025 for our August start date. The 16-week program combines structured learning with organic project development, giving you both foundational knowledge and hands-on experience working with others who share your interests in financial literacy and planning.
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