Building Financial Clarity Through Structured Learning
Starting in September 2025, we're opening enrollment for our investment planning course. This isn't about quick wins or magic formulas. It's about understanding how different financial instruments work and how they might fit into your specific situation.
We designed this program after working with clients in Belgium who kept asking similar questions. Why do some investments feel right while others don't? How do you actually compare different options? What does risk really mean beyond the textbook definitions?
The course runs for six months with live sessions twice monthly. You'll work through actual scenarios, analyze real market data, and develop a personal framework that makes sense for your goals. No pressure to adopt anyone else's strategy.
How the Six Months Actually Unfold
We built this curriculum based on how people actually learn financial concepts. Not the order textbooks use, but the sequence that seems to click when you're trying to apply this stuff to real decisions.
Understanding What You're Actually Looking At
Most people skip this part and jump straight to picking stocks or funds. That's like trying to read before learning the alphabet. We start with how different investment types actually function and why they behave differently under various conditions.
- Asset class mechanics beyond the labels
- Reading financial statements properly
- Market structure and pricing dynamics
- What risk actually means in practice
Building Your Personal Framework
Here's where it gets interesting. You'll analyze your own financial situation and start mapping out what matters to you. Not what should matter according to some theory, but what actually keeps you up at night or makes you feel secure.
- Goal setting that reflects reality
- Portfolio construction principles
- Tax considerations for Belgium residents
- Balancing competing priorities
Making It Work Long-Term
The final phase focuses on sustainability. How do you maintain a strategy when markets get choppy? How do you adjust as your life circumstances change? We cover the behavioral side that often derails even technically sound plans.
- Monitoring without obsessing
- Rebalancing strategies that fit your life
- Avoiding common psychological traps
- Planning for life transitions
Bjarne Lindqvist
Lead Course Facilitator
Learning Alongside Others Who Get It
Bjarne spent fifteen years advising clients before shifting to education. He kept noticing the same gap – people could recite investment principles but struggled to apply them when their own money was involved. That disconnect inspired this course format.
The cohort model matters more than you might think. When someone else voices the exact concern you've been hesitating to ask about, or shares how they're navigating a decision you're facing, the learning accelerates naturally.
Live Discussion Sessions
Twice monthly meetings where we work through current market situations and participant questions. No recordings – being present matters.
Case Study Analysis
You'll examine real investment decisions and their outcomes. Sometimes things work out, sometimes they don't. Both teach valuable lessons.
Personal Framework Development
Individual guidance as you create your own investment approach. This isn't cookie-cutter advice – your situation is unique.
Ongoing Resource Access
After the course ends, you'll keep access to our analysis tools and updated materials. Markets change, your knowledge base shouldn't stagnate.