praxenolira Logo praxenolira

Financial Mastery Learning Pathway

Build expertise through structured modules, real-world applications, and continuous skill development. Our curriculum adapts to your pace while maintaining rigorous educational standards.

Begin Your Learning Journey
1

Foundation Concepts

3 months • September - November 2025
  • Personal Finance Fundamentals
    Understanding cash flow, budgeting frameworks, and expense tracking methodologies
  • Risk Assessment Principles
    Evaluating financial decisions through probability analysis and outcome modeling
  • Market Analysis Basics
    Reading financial statements, understanding economic indicators, and trend identification
  • Goal Setting Frameworks
    Creating measurable objectives and developing actionable financial plans
2

Applied Strategies

3 months • December 2025 - February 2026
  • Portfolio Construction
    Asset allocation principles, diversification strategies, and rebalancing techniques
  • Tax Optimization
    Understanding tax implications of financial decisions and legal optimization methods
  • Insurance Planning
    Evaluating coverage needs and integrating protection strategies with financial goals
  • Behavioral Finance
    Recognizing cognitive biases and emotional factors that influence financial choices
3

Advanced Integration

3 months • March - May 2026
  • Estate Planning Essentials
    Wealth transfer strategies, legal structures, and succession planning fundamentals
  • Business Finance Applications
    Entrepreneurial financial management, business valuation, and growth funding strategies
  • Alternative Investments
    Real estate, commodities, and alternative asset classes within portfolio context
  • Capstone Project
    Comprehensive financial plan development incorporating all learned concepts and strategies

Assessment & Progress Tracking

Competency Evaluations

Monthly skill assessments measure understanding and application of financial concepts. Each evaluation includes case studies, problem-solving scenarios, and practical applications that reflect real-world decision making.

Project-Based Learning

Students complete hands-on projects throughout each module, building a portfolio of financial analyses and strategic plans. These projects demonstrate growing expertise and practical application skills.

Peer Review Process

Collaborative learning through peer feedback sessions and group analysis projects. Students learn to critique financial strategies and provide constructive feedback to strengthen analytical thinking.

Skills Certification

Upon completion of each track, students receive detailed competency assessments and skill certifications that document their financial analysis capabilities and decision-making proficiency.

Fiorenza Blackthorne

Lead Financial Education Instructor • CFA, CFP

With fifteen years of experience in financial planning and education, Fiorenza brings practical industry knowledge to every lesson. Her background spans investment management, risk assessment, and educational curriculum development. She believes that financial literacy should be accessible and actionable – not buried in jargon or theoretical concepts that don't translate to real decisions.

Portfolio Management Risk Analysis Tax Strategy Behavioral Finance Estate Planning