Our Services

March 2026 CFP Exam Prep Group (2pm PST)
Monday, Wednesday, Thursday at 2 pm PST
Started Jan 19
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
Started Jan 19
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
Starts Mar 18
1,700 US dollars
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Advisor Training
1 hr
300 US dollars
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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 (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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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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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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March '26 CFP Prep Group (Truncated)
Varying days and times
Started Feb 18
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
Started Mar 2
2,599 US dollars
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Series 7 Small Group Course (May 2026)
Monday, Wednesday, Thursday at 1 pm PST
Starts May 4
2,599 US dollars
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Series 7 Small Group Course (July 2026)
Monday, Wednesday, Thursday at 1 pm PST
Starts Jul 13
2,599 US dollars
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Series 7 Small Group Course (Sept. 2026)
Monday, Wednesday, Thursday at 1 pm PST
Starts Sep 7
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
Starts Mar 17
2,400 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 (3:15pm PST)

CFP Fundamentals Pod (July 2026 Cycle)

Advisor Training

CFP Fundamentals (Mar. '26) with Raman

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

CFP Fundamentals Course (Nov 2026 Cycle)

July 2026 CFP Prep Group (2pm PST)

Nov 2026 CFP Prep Group (2pm PST)

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 (May 2026)

Series 7 Small Group Course (July 2026)

Series 7 Small Group Course (Sept. 2026)

Series 7 Small Group Course (Nov. 2026)

Series 63 Small Group Course

Series 9 Group Course (Mar-Apr '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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