Learning Resource Center

Financial literacy is one of the most important life skills rarely taught and avoided by most. Becoming financially literate is the start of your journey to achieve financial freedom.

Lets be honest, getting started is hard. Where do you even begin? Often the first step with anything new is the most intimidating - especially personal finance. Whether you’re starting from the beginning or have a basic understanding, there is always something to learn.

Below is content and courses developed help help grow your financial literacy - regardless of your current knowledge level. The key to getting ahead is getting started; start today!

Beginner’s Guide: Opening a Brokerage Account

A step-by-step guide to opening a brokerage account to get started with investing! Download


Personal Finance 101: A Roadmap to Building Wealth

Learn the fundamentals of financial literacy including basic personal finance, retirement planning and investment strategies. Learn more!


Investing 101: Retirement & Investing Strategies

This course is designed to provide an introduction into the stock market and detail retirement and investing strategies you can use to start building your wealth. Learn more!


Retail Trading 101: A Course in Swing Trading

If you're interested in learning how to trade the stock market/cryptocurrency or are currently trading with little success, this course was created for you. Learn fundamentals of technical analysis (TA), technical indicators, identifying stocks, creating watchlists and reading stock charts (i.e. "charting").

Questions before getting started? Get in touch.