Build Your Investment Knowledge From The Ground Up
We designed this program for people who want to understand investment calendars without getting lost in jargon. It's practical, it's focused, and it starts next fall.
Reserve Your Spot
What You Actually Learn
Our curriculum covers the mechanics of investment timing, calendar planning, and portfolio scheduling. You'll work with real historical data and build calendars that reflect actual market conditions.
- Reading and interpreting investment calendars for different asset classes
- Building custom calendars based on specific financial goals and timelines
- Understanding dividend schedules, earnings reports, and key market dates
- Planning portfolio rebalancing around calendar events
How The Program Works
September to December 2025
The program runs for 14 weeks starting in early September. Classes meet twice weekly in the evenings, with optional Saturday workshops. You'll need about 8 hours per week for coursework and assignments.
Small Group Format
We cap enrollment at 18 students per cohort. This means you get direct feedback on your work and can ask questions without competing for attention. Most assignments involve building actual investment calendars.
Real Tools and Data
You'll work with the same calendar tools and databases that investment advisors use. We provide access to financial calendars, dividend trackers, and earnings schedules throughout the program and for six months after.
Final Project
Your capstone involves creating a comprehensive investment calendar for a hypothetical client scenario. You'll present your calendar and defend your scheduling decisions to instructors and peers.
Who Teaches This Program
Our instructors have worked in financial planning, portfolio management, and investment advisory roles across Canada. They know calendars because they've built hundreds of them.
Davin Thornsby
Program Lead
Spent 11 years building investment calendars for wealth management clients in Vancouver and Calgary.
Callum Westridge
Calendar Specialist
Manages dividend and earnings calendars for institutional investors. Teaches the technical modules.
Henrik Blakstad
Portfolio Planning Instructor
Former investment advisor who now teaches calendar strategy and rebalancing schedules.
Owen Galbraith
Market Calendar Analyst
Tracks market events and key dates for pension funds. Handles the final project reviews.
Applications Open June 2025
We review applications on a rolling basis starting in early summer. If you're interested, reach out now and we'll send you the detailed syllabus and enrollment information when applications open.
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