Investment Theory Learning Program
Build real understanding of financial markets through structured, practical education
Our year-long program starts September 2025 and walks you through fundamental concepts to advanced portfolio strategies. You'll study alongside working professionals who are serious about expanding their financial knowledge.
Request Program DetailsWhat You'll Actually Study
We've structured this program around how people actually learn financial concepts. It's not about memorizing formulas—it's about understanding why markets behave the way they do and how different investment approaches work in practice.
Market Fundamentals & Economic Context
We start with how markets actually function—price discovery, liquidity, and the economic factors that drive asset values. You'll explore historical market cycles and learn to read economic indicators without getting lost in jargon.
Asset Classes & Portfolio Construction
Different investments serve different purposes. This module breaks down equities, fixed income, real assets, and alternatives—explaining when each might fit into a portfolio and what trade-offs come with different allocations.
Risk Assessment & Behavioral Finance
Risk isn't just volatility. We'll examine how to evaluate different types of risk, understand your own risk tolerance, and recognize the psychological biases that trip up even experienced investors.
Analysis Methods & Strategy Development
You'll learn multiple approaches to analyzing investments—from fundamental valuation to technical patterns to quantitative screening. The goal is developing a coherent investment philosophy that matches your objectives.
Who Teaches This Program
Our instructors work in the investment field and bring current market perspective to their teaching. They're here because they enjoy breaking down complex concepts into understandable pieces.
Callum Bexley
Portfolio Strategy Instructor
Callum spent twelve years managing institutional portfolios before moving into education. He specializes in helping people understand asset allocation and risk management through real market examples rather than textbook theory.
Rhiannon Frost
Market Analysis Instructor
Rhiannon researches behavioral finance and teaches the psychology of investing. Her background in both finance and cognitive science helps students recognize decision-making patterns that can undermine sound investment strategies.
Program Timeline & Format
The program runs from September 2025 through August 2026. Classes meet Tuesday evenings and alternate Saturday mornings to accommodate working schedules. We designed this pace so you can absorb material between sessions and apply concepts as we progress.
September - November 2025
Foundation modules covering market structure, economic principles, and basic valuation methods. You'll start building a framework for analyzing investment opportunities.
December 2025 - February 2026
Deep exploration of different asset classes and portfolio construction strategies. We examine historical performance patterns and discuss allocation approaches for various objectives.
March - May 2026
Advanced topics including risk assessment, behavioral finance, and alternative investments. You'll develop skills for evaluating complex investment vehicles and strategies.
June - August 2026
Strategy development and portfolio analysis workshop. You'll work on building a coherent investment approach that reflects your own financial goals and risk tolerance.
