Services
Individual financial literacy and investing education
A personal learning route from financial goals, reserves, and risk to asset classes, diversification, and a repeatable decision system.
- For whom
- People who want to organize personal finances and learn to assess investing decisions independently.
- Format
- 32 individual lessons over 16 weeks: nine core topics, theory, practice, and work on your own investment decision system.
What you receive
From a personal financial plan to your own investment decision system
- 01
A personalised learning plan based on your level, goals, and time.
- 02
An understanding of how to manage personal finances, reserves, and cash flow.
- 03
An understanding of risk, diversification, and the role of major asset classes.
- 04
Skills to independently form and review diversified portfolios using assets in Ukraine and abroad.
32 lessons · 16 weeks
Learning program
- 01Financial planning — 2 lessons
- 02Macroeconomic analysis — 4 lessons
- 03Bonds and income-producing assets — 2 lessons
- 04Exchange-traded funds (ETFs) — 2 lessons
- 05Businesses, equities, and initial public offerings — 5 lessons
- 06Property and real-estate investment trusts — 2 lessons
- 07Trading — 3 lessons
- 08Options — 6 lessons
- 09Cryptocurrencies — 6 lessons
Practice throughout the program
- Building a foundational investment portfolio
- Weekly macroeconomic analysis
- Monitoring and reviewing the investment portfolio
- Practical work with equities and cryptocurrencies
- Building market scenarios and an action plan for each scenario
How we start
Learning plan
- 01
Assessment
We define your current knowledge, goals, horizon, and priority topics.
- 02
Learning plan
We build a personal sequence of topics and practical tasks around your goals.
- 03
Practice
We work through examples, check understanding, and refine the decision system.
This is an information service. Materials and discussions are not individualized investment advice, an offer to buy or sell an asset, or a guarantee of results. Investment decisions require independent verification and consideration of capital-loss risk.
Individual learning enquiry