Upcoming Investment Education Courses

Discover structured learning paths designed to enhance your understanding of investment strategies, portfolio management, and market analysis through our comprehensive course schedule.

Schedule Consultation Learn About Our Approach

2025 Course Schedule Overview

Our carefully structured course timeline provides comprehensive learning opportunities with detailed session planning and flexible scheduling options to accommodate different learning preferences.

Fundamentals of Investment Planning

8-Week Program | July - September 2025

July 15

Introduction to Investment Principles

Understanding risk tolerance, investment goals, and basic portfolio concepts

July 29

Asset Classes and Diversification

Exploring different investment vehicles and diversification strategies

Aug 12

Risk Management Fundamentals

Learning to assess and manage investment risks effectively

Sep 15

Portfolio Construction Workshop

Hands-on experience building balanced investment portfolios

Advanced Portfolio Strategies

12-Week Program | August - November 2025

Aug 20

Advanced Asset Allocation

Sophisticated approaches to portfolio balance and rebalancing strategies

Sep 10

Alternative Investment Strategies

Understanding REITs, commodities, and other alternative investments

Oct 15

Tax-Efficient Investing

Strategies for minimizing tax impact on investment returns

Nov 20

Performance Evaluation Methods

Learning to measure and analyze portfolio performance effectively

Market Analysis Workshop

4-Week Intensive | September - October 2025

Sep 10

Economic Indicators Analysis

Understanding key economic metrics and their investment implications

Sep 17

Market Research Techniques

Developing skills in fundamental and technical analysis methods

Oct 1

Sector Analysis Workshop

Learning to evaluate different market sectors and industry trends

Oct 10

Investment Research Project

Applying research skills to real market scenarios and case studies

Meet Your Course Instructor

Our lead instructor brings over 15 years of experience in investment education and portfolio management. With a background in both academic research and practical market experience, she has developed teaching methodologies that make complex financial concepts accessible and engaging for learners at all levels.

Her approach focuses on building practical skills through real-world case studies and interactive workshops. She believes that effective investment education should combine theoretical knowledge with hands-on application, helping students develop the confidence to make informed financial decisions.

Instructor Office Hours & Availability

Monday

10:00 AM - 2:00 PM

Wednesday

1:00 PM - 5:00 PM

Friday

9:00 AM - 12:00 PM

Office hours are available for one-on-one consultations, course questions, and personalized guidance. Students can schedule appointments during these times for additional support with course materials and investment concepts.

Schedule Consultation