Build a foundation that actually works Investment theory grounded in reality
Most people jump into markets without knowing what they're doing. They follow trends, copy others, and wonder why things don't work out. We start with the fundamentals that matter—understanding risk, reading financial statements, and thinking long-term. No hype. Just the knowledge you need to make informed decisions.
Where do you start?
Finding your path in investment theory depends on where you are right now. We've helped people at different stages, and here's what typically makes sense based on your situation.
Just Getting Started
You've heard about investing but don't really understand how markets work. Start with our foundational modules covering asset classes, risk assessment, and basic portfolio construction. It takes about three months to get comfortable with the concepts.
Have Some Experience
You've made some investments but want to understand the theory behind what you're doing. Focus on valuation methods, market efficiency theories, and portfolio optimization. Most people spend four to five months here refining their approach.
Looking to Specialize
You understand the basics and want deeper knowledge in specific areas like derivatives, alternative investments, or behavioral finance. These advanced topics build on everything else and typically take another six months to really grasp.
How the program actually unfolds
We've structured things so each phase builds on what came before. People move through at different speeds, but this gives you an idea of what to expect. Our autumn 2025 cohort starts in September.
Foundation Phase
You'll learn how to read financial statements, understand what different asset classes actually are, and start thinking about risk in a structured way. Most people find this takes about 12 weeks if they're putting in consistent effort.
Analysis Phase
Here's where you dig into valuation models, learn different approaches to security analysis, and understand how portfolios are constructed. This phase usually runs 14 to 16 weeks because there's more calculation and practice involved.
Theory Integration
You'll study market efficiency, behavioral finance, and modern portfolio theory. Some of this is academic, but it helps explain why markets behave the way they do. Plan on another 10 weeks here.
Applied Practice
The final stretch involves case studies, portfolio projects, and synthesizing everything you've learned. You'll work through real scenarios and see how theory applies to actual decision-making. This takes about 8 weeks and really cements your understanding.
What makes our approach different
There are plenty of places to learn about investing. What we do differently is focus on understanding why things work, not just what to do. When you understand the underlying theory, you can adapt to changing markets.
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1
Theory First
We start with concepts, not tips. You'll learn why diversification matters, how valuation models are built, and what drives market behavior. That foundation stays relevant regardless of current market conditions.
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2
Real Examples
Every concept gets tested against real market data and actual investment decisions. You'll see how theory played out in historical cases and practice applying it to current situations. No hypothetical scenarios that never happen.
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3
Critical Thinking
We challenge assumptions, including our own. You'll learn to question popular narratives, spot logical flaws in arguments, and develop your own analytical framework. That skill matters more than memorizing formulas.
Who you'll learn from
Saskia Brennan
Portfolio Theory Instructor
Spent fifteen years building and managing portfolios before transitioning to teaching. She focuses on helping people understand risk in practical terms and teaches the valuation modules. Her background is in equity research, which shows in how she breaks down financial statements.
Niamh Koskinen
Market Theory Specialist
Worked in quantitative analysis for a decade before joining our team. She handles the modules on market efficiency, behavioral finance, and statistical methods. Students appreciate how she explains complex mathematical concepts without getting lost in formulas.
Ready to understand how markets really work?
Our next program starts in autumn 2025. You can learn more about the curriculum, see the full schedule, or reach out if you have specific questions about whether this is right for your situation. No pressure—just honest information about what we offer.