Frequently asked questions
Everything you need to know about our executive coaching programs, schedules, and results.
Cohorts are capped at 14 participants to ensure personalized attention. Live sessions run weekly for 11 weeks on Tuesdays and Thursdays from 7:00–9:30 pm ET.
Participants should currently manage at least $50M AUM and have 7+ years of experience. A short portfolio review is required prior to acceptance.
The tuition for each 11-week program is $17,800 and covers all masterclasses, private mentorship sessions, access to the resource library, and the graduation certification.
Core content is delivered through live interactive sessions. All recordings and supplementary materials remain available for 12 months after the cohort concludes.
Graduates receive the Certified Portfolio Strategist credential recognized by 28 major investment firms and the International Institute of Portfolio Management.
Full refunds are granted within the first 14 days. After that, participants may defer to a future cohort or receive 50 % credit toward a new enrollment.
Yes. Monthly installments at 0 % interest are available, and many firms sponsor their senior portfolio managers. We provide formal invoices and learning objectives documentation upon request.
Approximately 1 in 5 applicants is admitted. The review focuses on track record, leadership potential, and commitment to elevating portfolio performance.
Lifetime access to our closed alumni network, monthly roundtables, and updated research briefings is included at no extra charge.