Our Services

March 2026 CFP Exam Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Ended
3,800 US dollars
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March 2026 CFP Prep Group (3:15 pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Ended
3,800 US dollars
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July 2026 CFP Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Starts May 11
3,800 US dollars
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July 2026 CFP Prep Group (3:15pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Starts May 11
3,800 US dollars
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CFP Fundamentals Pod (July 2026 Cycle)
Wednesdays at 2 pm PST
Started Mar 18
1,700 US dollars
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Exam Readiness Assessment (YT)
35 min
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CFP Fundamentals (Mar. '26) with Raman
Meetings are held once a week on Tuesday at 2pm PST (5pm EST).
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1,500 US dollars
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Nov 2026 CFP Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Starts Aug 31
3,800 US dollars
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Nov 2026 CFP Prep Group (3:15pm PST)
Monday, Wednesday, Thursday at 3:15 pm PST
Starts Aug 31
3,800 US dollars
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CFP Fundamentals Course (Nov 2026 Cycle)
Wednesdays at 2 pm PST
Starts Jul 15
1,500 US dollars
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March '26 CFP Prep Group (Truncated)
Varying days and times
Ended
1,950 US dollars
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Corporate Group Series 6 Prep Course
Monday, Wednesday, Thursday at 4pm EST
Ended
Corp. price applies
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Series 7 Small Group Class (Sept 2025)
Monday, Wednesday at 11 am PST
Ended
2,599 US dollars
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Series 7 Small Group Course (Nov. 2025)
Monday, Wednesday, Thursday at 3 pm PST
Ended
2,599 US dollars
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Series 7 Small Group Course (Jan. 2026)
Monday, Wednesday, Thursday at 1 pm PST
Ended
2,599 US dollars
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Series 9 Small Group Course (Sept. '25)
Tuesday, Friday at 2 pm PST
Ended
2,400 US dollars
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Series 10 Small Group Course (Nov. '25)
Monday, Tuesday, Thursday at 2 pm PST (exceptions apply)
Ended
2,400 US dollars
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Series 10 Small Group Course (Jan. '26)
Monday, Thursday at 11 am PST
Ended
2,400 US dollars
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SIE Exam Prep Course (Oct. '25) with Joe
Monday, Wednesday, Thursday at 1 pm PST
Ended
1,875 US dollars
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Series 7 Small Group Course (Mar. 2026)
Monday, Wednesday, Thursday at 1 pm PST
Ended
2,599 US dollars
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Series 7 Small Group Course (Nov. 2026)
Monday, Wednesday, Thursday at 1 pm PST
Starts Oct 26
2,599 US dollars
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Series 63 Small Group Course
Ended
900 US dollars
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Series 9 Group Course (Mar-Apr '26)
Monday, Thursday at 11am PST
Ended
2,400 US dollars
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SIE Prep Course (Apr. '26) with Joe
Monday, Wednesday, Thursday at 1 pm PST
Started Apr 13
1,600 US dollars
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Series 63 Course (Apr. '26) with Joe
Monday, Wednesday, Thursday at 1pm PST / 4pm EST
Starts Aug 24
900 US dollars
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Series 6 Course (Apr. '26) with Joe
Monday, Wednesday, Thursday at 1pm PST / 4pm EST
Starts Jun 22
1,400 US dollars
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Series 66 Small Group (May & June '26)
Starts May 4
2,100 US dollars
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Exam Readiness Assessment
Start with a free 35-min assessment.
35 min
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CFA Level 1 Small Group - July 2025
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CFA Level 1 Small Group (Nov. 2025)
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CFA Level 1 Course (Feb-May '26)
Started Feb 3
5,600 US dollars
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CFA Level 3 Small Group - August 2026
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1 hr
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Our Services

March 2026 CFP Exam Prep Group (2pm PST)

March 2026 CFP Prep Group (3:15 pm PST)

July 2026 CFP Prep Group (2pm PST)

July 2026 CFP Prep Group (3:15pm PST)

CFP Fundamentals Pod (July 2026 Cycle)

Exam Readiness Assessment (YT)

CFP Fundamentals (Mar. '26) with Raman

Nov 2026 CFP Prep Group (2pm PST)

Nov 2026 CFP Prep Group (3:15pm PST)

CFP Fundamentals Course (Nov 2026 Cycle)

March '26 CFP Prep Group (Truncated)

Corporate Group Series 6 Prep Course

Series 7 Small Group Class (Sept 2025)

Series 7 Small Group Course (Nov. 2025)

Series 7 Small Group Course (Jan. 2026)

Series 9 Small Group Course (Sept. '25)

Series 10 Small Group Course (Nov. '25)

Series 10 Small Group Course (Jan. '26)

SIE Exam Prep Course (Oct. '25) with Joe

Series 7 Small Group Course (Mar. 2026)

Series 7 Small Group Course (Nov. 2026)

Series 63 Small Group Course

Series 9 Group Course (Mar-Apr '26)

SIE Prep Course (Apr. '26) with Joe

Series 63 Course (Apr. '26) with Joe

Series 6 Course (Apr. '26) with Joe

Series 66 Small Group (May & June '26)

Exam Readiness Assessment

CFA Level 1 Small Group - July 2025

CFA Level 1 Small Group (Nov. 2025)

CFA Level 1 Course (Feb-May '26)

CFA Level 3 Small Group - August 2026

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