Learn the material underneath the stock portfolios Before You Trade
Understand how portfolios are built, managed, and protected across market cycles.
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No prior finance background required
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Taught by a Finance PhD with real portfolio and trading applications
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Learn portfolio construction, risk, and performance step-by-step
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Start free → upgrade to full course + certificate
👉 Most clients start here before using portfolio models or intraday setups
Browse Classes:
Start free with a beginner‑friendly class
This is the same framework used in the Lutey portfolio models and market signals.
Includes all future updates
Used in real portfolios today
Corporate Finance (Undergraduate)
An introduction to microsoft excel at the undergraduate level for finance education. A cross-sectional course for a diverse variety of backgrounds or those who have not had finance curriculum - but have completed other courses or self education in the last 5 years.Â
Risk & Market Cycles
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Beginner / Intermediate Excel Analysis
- Overview of corporate finance topics
InvestmentsÂ
(Undergraduate)
An overview of the financial markets with a more in-depth look at the security analysis and bonds than Corporate Finance. Also an introduction to options and futures
Portfolio Foundations
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How portfolios actually work
- Adding stocks to a portfolio
- Managing risk
International FinanceÂ
(Undergraduate)
An overview of the global economy. International Parity Condition Overview including the Fishers Separation Theorem, Interest Rate Arbitrage and Law of One Price.Â
Strategy & Execution
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Financial Markets extended to International Financial Markets
- How a multinational business is valued
ValuationÂ
(Undergraduate)
An in-depth look at security analysis and valuation. A full semester course that goes in-depth to the Investments and Corporate Finance Security Analysis Topic. A theoretical overview to valuation including a 5-year free cash flow analysis, per-share estimate of a stock you choose and sector rotation / analysis - overview prior to individual security selection.
Security Selection
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How stock selection works
Advanced - Corporate Finance (Graduate Level)
Advanced look at the introduction to corporate finance (undergraduate) level course. With advanced modules in Time Value of Money, Interest Rate and Bonds, Security Selection and Analysis, and Capital Budgeting.Â
Risk & Market Cycles
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Advanced Excel Analysis
- Interest Rate and Bonds
Money Banking Financial Markets and Institutions (Undergraduate Level)
This course provides a structured introduction to modern financial markets, interest rates, and the global market environment, then builds into fundamental valuation and simple technical trading strategies.
Financial Markets
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An overview to financial markets
- Extended to practical hands on application
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How the classes fit together
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Level 1: Foundations (no background needed)
- Corporate Finance (intro)
- Investments (intro)
- Stock Valuation (theoretical, but explained simply)
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Level 2: Deepening understanding
- International Finance
- More detailed Investments / Risk & Return concepts
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Level 3: Advanced
- Advanced Corporate Finance (graduate/MBA level)
- Step 1: Learn how companies and cash flows work (Corporate Finance)
- Step 2: Learn how investments and portfolios are structured (Investments)
- Step 3: Learn how to interpret value and performance (Stock Valuation & International Finance)
- Step 4: Go deep with advanced corporate finance concepts (Advanced Corporate Finance)
No prior background required. We start from first principles.
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Investments: How Portfolios Really Work
A clear, university‑level introduction to investments and portfolios for people with no prior finance background. Understand what you own, why you own it, and how to interpret performance.
 What you’ll learn
By the end of this class, you’ll be able to:
- Explain the basic building blocks of a portfolio (stocks, bonds, funds, cash, alternatives)
- Understand risk vs return in practical terms, not just formulas
- Read a simple portfolio report and know what you’re looking at
- Interpret performance without overreacting to short‑term noise
- Understand diversification, asset allocation, and rebalancing
- Ask better questions of any advisor or investment provider
Who this is for
- Individuals who want to understand their own investments
- Professionals who want to level up their financial literacy
- Clients (or potential clients) who want to truly understand portfolio decisions
- Anyone who has felt “I should probably know this by now, but nobody ever taught me”
No prior finance or math background is required. We start from basics and connect them to real‑world portfolios.
Format & access
- Self‑paced, online modules
- Short video lessons + simple examples
- Free limited access to the first few modules
- Upgrade to the full course for $500 to unlock:
- All modules and materials
- Completion certificate
- Any future updates
