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Foundations Curriculum

The Foundations Courses.

Three coordinated courses. Twelve months of full access each. No auto-renewal.

Each course can be taken alone. Together, they cover the foundations a working adult needs to read filings, build models, and make their own financial decisions with economic reasoning.

Course 1 of 3

Reading Financial Statements for Decision-Makers

Read any 10-K with confidence. Eight modules walk through the income statement, balance sheet, cash flow statement, the notes that matter, the ratios that matter, and the reading sequence a senior practitioner uses on a first pass.

Who it's for

For working adults who want to understand any company's filings without an MBA-priced credential factory.

What you'll learn

  • What each financial statement actually answers
  • The income statement: revenue, COGS, opex, EBIT, net income — line-by-line
  • The balance sheet: assets, liabilities, equity, working capital read
  • The cash flow statement: why it's the most important one (and the one most analysts skim)
  • The notes that matter: revenue recognition, leases, segments, related-party
  • + 3 more on the course page

Modules

  1. What Financial Statements Actually Answer
  2. The Income Statement
  3. The Balance Sheet
  4. The Cash Flow Statement
  5. The Notes
  6. Quality of Earnings and Red Flags
  7. The Ratios That Matter
  8. A Practitioner's Reading Sequence

Capstone

One-page memo on a real publicly-listed company drawn from a curated 27-firm pool. Self-assessed against a 6-dimension rubric.

$189 — Enroll for 12 Months →

or get all three for $504 (save $63) → Bundle

Course 2 of 3

Excel Modeling for Financial Decisions

Build production-grade financial models from scratch. Ten modules pair narrated builds with interactive worksheets that construct the Excel template step-by-step. You type each formula; the harness validates AST-equivalent and exports a .xlsx of your work.

Who it's for

For working adults who need to build, audit, or defend financial models — not memorize what one looks like.

What you'll learn

  • The seven rules of modeling discipline
  • Workbook architecture: tabs, named ranges, color conventions
  • The Inputs sheet — the single source of truth
  • Income statement build, top to bottom
  • Working capital schedule + operating cash flow
  • + 5 more on the course page

Modules

  1. Modeling Discipline
  2. Workbook Architecture
  3. Inputs Sheet
  4. Income Statement Build
  5. Working Capital + Operating Cash Flow
  6. Capex + Asset Schedule
  7. Debt Schedule
  8. Balance Sheet Tie-Out
  9. Sensitivity + Outputs
  10. DCF Valuation

Capstone

Pick one of three real publicly-listed companies (US, EU, APAC). Build the full integrated 3-statement + DCF model from scratch. Write a one-page valuation conclusion. Self-assessed against a 5-dimension rubric.

$189 — Enroll for 12 Months →

or get all three for $504 (save $63) → Bundle

Course 3 of 3

The Economics of Personal Money Decisions

Read the major decisions in your own financial life the way an economist would. Nine modules covering saving rates, debt mechanics, housing, insurance, taxes, and the framework that ties them together.

Who it's for

For working adults who want to apply economic reasoning to their own household balance sheet — not consume more financial entertainment.

What you'll learn

  • The household balance sheet — assets, liabilities, equity for a person
  • Saving rates and the arithmetic of compounding
  • Debt mechanics — when leverage works, when it doesn't
  • Housing economics — buy vs rent, mortgage math, total cost of ownership
  • Insurance — what to insure, how much, why it's not investment
  • + 4 more on the course page

Modules

  1. The Household Balance Sheet
  2. Saving Rate Arithmetic
  3. Debt Mechanics
  4. Housing Economics
  5. Insurance Decisions
  6. Tax-Aware Choices
  7. Investment Vehicles + Costs
  8. Spending Allocation
  9. Building Your One-Page Personal Economic Model

Capstone

Build a one-page personal economic model on your own household using the framework. Self-assessed against the rubric. Stays private to you — nothing uploaded.

$189 — Enroll for 12 Months →

or get all three for $504 (save $63) → Bundle

All three. One purchase.

Get all three for $504.

Each course separately is $189; the bundle saves you $63. Twelve months of full access to all three. No auto-renewal.

Enroll in the Bundle for $504 →

How access works

  • 12 months of full access from your enrollment date.
  • Renewal: $72 per course / $171 bundle for 6 more months of access (locked to your current course version), available within 90 days of expiration.
  • Re-purchase: $189 / $504 — fresh 12 months, latest curriculum, free updates within the window. Available any time, including after the 90-day renewal window closes.
  • No auto-renewal. Every renewal is an explicit, opt-in, one-time charge.

Read the full access policy →

All three courses include

Video lessons · interactive worksheets · per-module quizzes · capstone project · AI Tutor (Phase 2) · certificate on 100% completion · public verify URL that persists forever.