Investment Mindset Learning Program

Join our collaborative community where seasoned investors and curious minds come together to build lasting wealth through disciplined thinking and strategic decision-making.

Start Your Journey

Learning Through Real Connections

We believe the best investment education happens when people share experiences openly. Our program pairs you with fellow learners who bring different perspectives — some are starting their first portfolio, others have weathered multiple market cycles.

Peer Study Groups

Weekly sessions where you'll analyze real market scenarios with 4-6 other participants, building confidence through shared discovery.

Mentorship Circles

Connect with investors who've built substantial portfolios over decades, learning from their actual wins and losses.

Project Partnerships

Team up to research companies, analyze trends, and present findings — skills you'll use throughout your investing life.

Network Building

Form relationships with people who share your commitment to financial growth and disciplined thinking.

Group of diverse professionals collaborating around a conference table with financial documents and laptops

Real Case Studies, Real Learning

Every month, we dive deep into actual investment decisions — both successful ones and costly mistakes. You'll learn to think like seasoned investors by examining what they actually did, not what textbooks say they should have done.

Portfolio Dissections

We examine real portfolios from the 2008 crisis, the tech boom, and recent market volatility. See how different approaches performed and why certain strategies survived while others crumbled.

Behavioral Analysis

Study why smart people make poor investment choices. Learn to recognize your own psychological traps before they cost you money.

Market Timing Myths

Analyze decades of data to understand why timing markets consistently fails, and discover what actually works for building wealth over time.

Financial analyst reviewing detailed charts and investment reports with multiple computer monitors showing market data

Your 12-Month Journey

Our next cohort begins in September 2025. Each phase builds practical skills you'll use immediately, whether you're investing $500 or $500,000.

1

Foundation Building

Months 1-3

Master the fundamentals of financial statements, valuation methods, and risk assessment. No prior experience needed — we start with basics and build systematically.

Financial Literacy Risk Assessment Goal Setting
2

Strategy Development

Months 4-6

Explore different investment philosophies — value investing, growth strategies, dividend approaches. Find what matches your personality and circumstances.

Portfolio Design Strategy Testing Market Analysis
3

Implementation

Months 7-9

Put theory into practice with guided portfolio construction. Make real decisions with real money, supported by experienced mentors and peer feedback.

Live Trading Performance Tracking Strategy Refinement
4

Advanced Mastery

Months 10-12

Develop sophisticated skills in market psychology, economic analysis, and portfolio optimization. Graduate ready for independent investing with continued community support.

Advanced Techniques Independent Analysis Ongoing Community

Learn from Experienced Practitioners

Our instructors aren't just academics — they're active investors who've built and managed substantial portfolios through multiple market cycles.

Professional headshot of mature male investment advisor in business attire

Henrik Johansson

Portfolio Strategy Lead

Henrik managed institutional portfolios for 15 years before transitioning to education. His value-focused approach helped clients preserve capital during the 2008 crisis while positioning for recovery.

Value Investing Risk Management Market Psychology
Professional headshot of experienced male financial planner in business suit

Dmitri Volkov

Behavioral Finance Expert

Former hedge fund analyst who specializes in understanding why investors make costly emotional decisions. Dmitri's research on market behavior helps students avoid common psychological traps.

Behavioral Finance Market Analysis Decision Science
Professional headshot of confident female investment advisor in business attire

Claire Mackenzie

Growth Strategy Specialist

Claire built her expertise analyzing technology and emerging market investments. She helps students identify long-term growth opportunities while managing the associated risks.

Growth Investing Technology Analysis Future Trends

Ready to Transform Your Financial Future?

Our September 2025 cohort is limited to 24 participants to ensure personalized attention and meaningful peer connections.

Applications open in June 2025 with early registration starting in May.