Learn from Industry Veterans
Our financial planning program connects you with professionals who've guided thousands through major life transitions and complex financial decisions over the past two decades.
Schedule ConsultationMeet Your Instructors
Each of our instructors brings unique perspectives from different sectors of the financial industry. They've worked through market crashes, economic booms, and everything in between—experiences that shape how they teach practical financial planning.
Cordelia Bampton
Former Investment Banking Director, 18 years experience
Cordelia spent nearly two decades structuring complex financial products before transitioning to education in 2023. Her approach focuses on breaking down sophisticated concepts into manageable steps that anyone can follow.
Nerissa Wickham
Certified Financial Planner, Retirement Specialist
After helping over 2,000 clients navigate retirement transitions, Nerissa knows exactly where people get stuck in their planning. She specializes in making retirement calculations feel less overwhelming and more achievable.
Philippa Thorngate
Wealth Management Advisor, Tax Strategy Expert
Philippa's background in tax-efficient wealth building gives her a unique perspective on how timing and structure affect long-term financial outcomes. She teaches practical strategies that have worked for her high-net-worth clients.
Teaching Through Real Experience
Our instructors don't just teach theory—they share actual case studies from their professional practice. You'll learn from real situations they've encountered, including the mistakes that taught them the most valuable lessons.
- Case studies from actual client situations (anonymized for privacy)
- Interactive problem-solving sessions based on real market scenarios
- Personal mentorship calls to address your specific financial questions
- Access to the same analytical tools professionals use daily
- Small cohort sizes ensuring individual attention and feedback