Financial Intelligence Workshop
Everything your father or your teacher forgot to tell you, so you can understand, manage and attract money into your life.
Invest just 6 months of your life and you will be ready to understand money, how income is made, how to invest, how the economy and business work, taxes and Excel, and how to protect what you build. All in an intensive workshop designed for you. With a satisfaction guarantee.
When you finish you will be able to…
A complete education about money: where it comes from, what it turns into and how to protect it.
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Know exactly where you stand
Your net worth, your savings rate and how many months you can last without income, in one financial snapshot.
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Grow your income
Negotiate your salary, price your freelance work well and validate a business before investing in it.
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Invest with your own judgment
Risk, diversification, costs and inflation; real estate with numbers; and spotting a scam in 30 seconds.
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Understand and run a business
How it makes money, competes, sells, operates and gets funded, and how to read its financial statements.
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Pay what is fair and protect what you build
How taxes work, what legal planning is and what evasion is, insurance and succession.
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Have your own 10-year plan
Goals with amounts and dates, an income, investment and protection strategy, and a routine to review it.
It is not about getting rich: it is about understanding, building and managing wealth
In some families money is taught at the dinner table: how to save, how to invest, how a business is built. In most it is never talked about, and people learn the hard way: with debt, with investments they did not understand or with a business that sold but left nothing. This workshop gives you that complete education, in order, before it costs you.
- Build your budget and get out of debt with a plan
- Negotiate a loan with the bank without overpaying
- Add income with your work or your own business
- Run a business: sales, team, costs and cash flow
- Invest with judgment and evaluate a property before buying
- Pay what is fair in taxes and protect your family
Ideal for people who want to start a business or invest and have no experience.
Who is this workshop for?
You will probably recognize yourself in one of these profiles.
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Young people hungry to grow
You dream big and want a solid grounding in money, investing, business, taxes and law, before learning it the hard way.
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Employees who want to start a business
You want out of the routine and into your own business. You learn to validate your idea, run your numbers and make the jump without leaping into the void.
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Recent graduates
You know your profession, but nobody taught you to charge what you are worth or turn your salary into wealth.
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Business owners
You sell every day but don’t know if you really make money. You learn to read your numbers, price for profit and grow in order.
Which one are you?
Wherever you start from, begin today to understand, manage and attract money into your life. 6 months, at your own pace, with a 15-day guarantee.
The whole workshop, in one payment or in installments
Everything you need to understand and manage your money and a business's, at your own pace.
- 18 subjects and over 350 lessons, in your language
- An exam per subject, one per level and a final exam, with guided review
- The AI tutor
- Excel and Google Sheets templates
- Wealth plan graded with AI and reviewed by the team
- Verifiable certificate of completion
Choose your country to see the price.
15-day guarantee
Try it risk-free: if within the first 15 days you find it is not for you, we refund your money in full, except the fees charged by the payment processor. Just write to us.
What the 6 months look like
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Months 1 and 2
Foundations
Where you stand and how to create a surplus: numbers for decisions, economics, mindset, personal finance, credit, income and negotiation.
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Months 3 and 4
Building
What to turn that surplus into: investing, real estate and running a business: strategy, marketing, operations, leadership, accounting and finance.
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Months 5 and 6
Managing and protecting
How to keep, optimize and pass it on: taxes, law and ethics, protection, growing and going international, AI and data.
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Final project and certificate
You bring it all together in your 10-year wealth plan; the AI grades it with a rubric, the team reviews the score, and you get a verifiable certificate.
The load of each level
What you will cover on average each day. Lessons are short: most of the time you practice.
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About 8 weeks
About 9 weeks
About 10 weeks
Level I · Foundations
where am I and how do I create a surplus?
- Lessons
- 125
- Of video
- 5 h 59 min
2.7 lessons and 1 h of study a day, Monday to Saturday.
2.3 lessons and 55 min of study a day, Monday to Saturday.
2 lessons and 45 min of study a day, Monday to Saturday.
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About 9 weeks
About 10 weeks
About 12 weeks
Level II · Building
what do I turn that surplus into?
- Lessons
- 147
- Of video
- 6 h 8 min
2.7 lessons and 1 h of study a day, Monday to Saturday.
2.3 lessons and 55 min of study a day, Monday to Saturday.
2.1 lessons and 45 min of study a day, Monday to Saturday.
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About 9 weeks
About 11 weeks
About 12 weeks
Level III · Managing and protecting
how do I keep, optimize and pass it on?
- Lessons
- 105
- Of video
- 4 h 21 min
1.9 lessons and 1 h of study a day, Monday to Saturday.
1.6 lessons and 55 min of study a day, Monday to Saturday.
1.4 lessons and 45 min of study a day, Monday to Saturday.
In total: 377 lessons and 16 h of video. About 156 h of study in all: the lessons, 88 h of exercises, review, templates and step-by-steps, 36 h of exams and 15 h for your Wealth Plan.
You learn by doing, not just listening
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The street advisor
In every lesson, practical and legal tricks theory does not tell you: how it is done in real life, when it does not apply and what to ask your accountant.
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An AI tutor
Answers your questions with what the lessons say and takes you to the exact minute. It can make mistakes: it always shows which lesson the answer comes from.
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Review sheets
Every lesson has a printable sheet with the essentials, so you can review without replaying the whole lesson.
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Your own templates
In every subject you build a spreadsheet: budget, portfolio, property evaluator, cash flow. When you finish, they are yours.
What you will study
All connected: what you learn about budgeting you use to invest, and what you learn about taxes you use when deciding how to get paid or what to buy.
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Business administration
38 %How businesses work, strategy, starting with little money, marketing, sales, operations, payroll, leadership, accounting, business finance, investors and crowdfunding, negotiation and foreign trade.
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Taxes, law and protection
17 %How taxes work, contracts and legal structures, ethics, insurance, risks, wills, trusts, powers of attorney and marital property. Not a substitute for an accountant or a lawyer.
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Investing and real estate
13 %Financial markets and institutions, stocks, bonds and funds, reading a company's numbers, diversification, financial independence, buy or rent, mortgages and cap rate.
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Personal finance and credit
12 %Budget, banks and savings, emergency fund, what to do if you lose your job, remittances, caring for your parents, how credit works, how to apply for it and negotiate it, and getting out of debt.
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Economics and mindset
9 %How money is created, microeconomics, macroeconomics, inflation and rates, behavioral economics, habits and how to handle money stress.
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Numbers, data and AI
8 %Excel and Google Sheets from zero, practical statistics and how to use AI and data in your finances and your business.
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Your wealth plan
3 %Goals, milestones, risks and a projection in three scenarios: your final project.
After the workshop: courses to go deeper
Each big topic of the workshop goes deeper later in its own course. We will let you know when they open.
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Coming soonBuy, renovate and sell houses
Learn to tell whether a project can make money. Every real estate investment has risks: unexpected costs, selling time and vacancy.
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Coming soonTrading course
An educational course on how markets work and risk management. Not investment advice: trading involves the risk of losing part or all of your capital.
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Coming soonReal estate for rent
Evaluate a rental property: yield, expenses, financing and vacancy.
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Coming soonExcel for finance
Budgets, cash flows and projections in spreadsheets, step by step.
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Coming soonSales and negotiation
How to sell what you do and negotiate prices without giving away your margin.
Luck, contacts or education
You can’t plan luck. Contacts aren’t always there. What you know is.
Some people do well out of luck or because they knew the right person. But luck doesn’t show up when you need it, and contacts depend on others. What does depend on you is understanding how money works: with that you decide better, make fewer mistakes and make the most of opportunities when they come.
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Luck
You don’t control it. Sometimes it comes, sometimes it doesn’t, and nobody tells you when.
How much depends on you -
Contacts
They open doors, but they depend on others. What happens once you’re in is up to you.
How much depends on you -
Financial education
It’s yours, it builds up over the years and nobody can take it away. It turns luck and contacts into results.
How much depends on you
Luck helps. Contacts help. Financial education makes them work for you.
Research by economist Annamaria Lusardi and by the OECD finds that people who know more about money plan more, save more and build more wealth.
Questions before you enroll
Do I need to know finance or be good at math?
No. We start from zero, including a spreadsheet primer. The platform and your templates do the hard math; you learn what it means.
Is it only for entrepreneurs?
No. It works if you have a job and want to organize and invest your money, if you are self-employed, if you have a business or want to start one. You apply each subject to your own situation.
Can a young person who does not manage money yet take it?
Yes. It starts from zero and it is exactly what is worth learning before the first paycheck or the first business. If they are a minor, an adult creates the account and pays.
Is it a trading or crypto course?
No. It does not recommend specific assets or give buy signals. It teaches how investing works so you decide with judgment and recognize promises that are too good to be true.
Can I pay in installments?
Yes, depending on your country and payment method. You see the available installments next to the price.
How much time do I need?
The workshop is designed for 6 months, with about 1 hour a day from Monday to Saturday: a few minutes of lesson and the rest practice. If you go slower, you finish in 7 or 8 months at the same price, because your access never expires. Lessons are short and you resume where you left off.
Can I study on my phone?
Yes. Lessons, exams and the tutor work on your phone.
What if it is not for me?
You have a 15-day guarantee: we refund your money in full, except the fees charged by the payment processor.
What certificate do I get? Can it be verified?
You get a verifiable certificate of completion: its code and QR let any person or company check that it is authentic and that you completed the program. It has no official validity: we are not an accredited institution, so it is not an academic degree and cannot be used for formal accreditation or to practice a profession.
Who teaches?
The platform teaches the workshop: narrated lessons, exercises, exams and an AI tutor. There are no live instructors.
Is this financial advice?
No. It is education: it teaches you to decide and to ask your accountant or advisor the right questions. For decisions about your money or your business, ask a professional.
Start today to understand, manage and attract money into your life
At your own pace, from your phone, with a 15-day guarantee.