Master Financial Planning Through Real-World Practice

Our comprehensive program combines theoretical knowledge with hands-on experience, preparing entrepreneurs to make informed financial decisions. You'll work with actual business scenarios and learn from industry professionals who understand the unique challenges of running a business.

Start Your Journey
Financial planning workshop session with entrepreneurs collaborating

Three Specialized Learning Tracks

Each track focuses on different aspects of financial management, allowing you to choose the path that best fits your business needs and experience level.

Foundation Track

Perfect for new entrepreneurs who need to establish solid financial practices. Covers budgeting basics, cash flow management, and essential record-keeping systems that actually work in practice.

Growth Track

Designed for businesses ready to scale. Focus on investment planning, expansion financing, and advanced forecasting techniques. You'll learn to navigate growth challenges without losing financial control.

Strategic Track

Advanced program for experienced entrepreneurs managing complex financial structures. Covers tax optimization, risk management, and long-term strategic planning for sustainable business success.

Instructor Gareth Mitchell
Gareth Mitchell
Financial Strategy
Instructor Primrose Chen
Primrose Chen
Cash Flow Expert
Instructor Barnabas Wright
Barnabas Wright
Growth Planning
Instructor Zephyr Santos
Zephyr Santos
Risk Assessment

Learn Through Collaborative Problem-Solving

Our approach combines peer learning with expert guidance. You'll work in small groups tackling real business challenges while building lasting professional relationships.

  • Small cohorts of 8-12 participants for personalized attention
  • Monthly peer review sessions to share insights and challenges
  • Direct access to instructors through regular office hours
  • Collaborative projects based on actual business scenarios
  • Ongoing support network that continues after program completion

Program Schedule & Enrollment

Our next cohort begins in autumn 2025. Here's how the enrollment and program timeline works to help you plan ahead.

March 2025

Applications Open

Submit your application with basic business information and goals. We'll schedule a brief conversation to understand your needs and ensure the program is a good fit.

June 2025

Enrollment Confirmation

Receive your acceptance and complete enrollment. You'll get access to preparatory materials and connect with your future cohort members before the program begins.

September 2025

Program Launch

Intensive 12-week program begins with weekly sessions. Mix of group workshops, individual coaching, and practical assignments tailored to your business situation.

December 2025

Graduation & Ongoing Support

Complete final project presentations and receive certification. Join our alumni network with quarterly check-ins and continued access to resources and peer connections.

Common Questions About Our Program

Here are answers to questions we hear most often from prospective participants.

Plan for about 4-6 hours weekly including the 2-hour group session, individual work, and peer collaboration. Most participants find the workload manageable alongside running their businesses.
Not at all. The Foundation Track is designed for entrepreneurs with no formal financial background. We start with basics and build up practical skills you can use immediately in your business.
You'll work in small groups on real scenarios, share challenges you're facing, and learn from others' experiences. Many participants say the peer connections are the most valuable part of the program.
You join our alumni network with access to quarterly workshops, ongoing peer groups, and instructor office hours. The relationships and learning continue well beyond the formal program.
We've worked with everything from consulting practices to retail stores to tech startups. The principles apply broadly, and we tailor examples and exercises to reflect your specific industry challenges.

Ready to Transform Your Financial Management?

Join entrepreneurs who've learned to make confident financial decisions through our practical, peer-supported approach.

Apply Now Learn More