Cohort 7

Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)

Russell Kroeger, CFP®

Founder, Trayecto

Equity Comp Master Class

Do better work for clients, in less time, with more confidence. What are you waiting for?

Become an Equity Comp Black Belt

Small RIAs looking to grow their business serving the tech community

Advisors who want to master the art and science of equity compensation

Equity Comp experts who want to expand their mastery

Who is this course for

Key outcomes

Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.

Master the Fundamentals

Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.

Model Liquidity Events

Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.... PLUS get access to Trayecto's financial planning software!

Risk-Free Reps

Be a better guide for clients during career trade-offs that impact human capital. Understand nuances of the startup world from fundraising and valuation to company building and liquidity.

Human Capital Strategy

Equity Compensation Overview and Public Company RSUs

Private Company RSUs and Public Offerings

Private Companies and Stock Options

Stock Options and Liquidity Events

Job Changes, Fundraising, and Other Startup Ecosystem Nuance

How would you help a client with ISOs, NSOs, and 83(b)'ed Restricted Stock navigate a public offering?

Final Case Study

Course syllabus

Financial Planner, FinTech Consultant & Speaker

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Meet your instructor

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This course focuses on live workshops and hands-on projects

Active, not passive

You’ll be learning in public through breakout rooms and an engaged community

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About this course

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