Understand before you decide.

Live masterclasses, on-demand videos and one-on-one coaching to help you manage your savings, wealth and investments — at your own pace, with our advisors.

Our formats

Three ways to learn, at your own pace

Live

Live masterclass

Live sessions hosted by an advisor, questions asked out loud, replay available afterwards. Free.

See upcoming sessions →

At your own pace

On-demand videos

Video courses accessible from your client portal, with a validation quiz for each module. Quoted per course.

Get guided to a course →

Tailored

One-on-one coaching

A dedicated advisor works with you on your specific situation, by video call or phone. Quoted per course.

Book an appointment →

First conversation always free, with no obligation.

Topics covered

Concrete topics, not theory disconnected from reality

Personal finance Property Investing BRVM Insurance Savings Taxation Entrepreneurship

Frequently asked questions

What our clients ask us most

Do I need to already be a client to take a course?

No, live masterclasses are open to everyone. On-demand videos and one-on-one coaching are offered after a first conversation with an advisor.

Are the masterclasses really free?

Yes, registering for and attending live masterclasses is free, replay included.

Can I take a course without booking an appointment first?

For a masterclass, yes — just register. For a video course or one-on-one coaching, a first conversation with an advisor helps point you to the right content.

What topics do your courses cover?

Personal finance, real estate, investing, the BRVM stock exchange, insurance, savings, taxation and entrepreneurship — depending on your goals, an advisor points you to the most relevant topic.

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