Equity Comp Master Class
4.9
(70 ratings)
9 Weeks
·Cohort-based Course
Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)
Equity Comp Master Class
4.9
(70 ratings)
9 Weeks
·Cohort-based Course
Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)
Course overview
Become an Equity Comp Black Belt
Do better work for clients, in less time, with more confidence. What are you waiting for?
Who is this course for
01
Small RIAs looking to grow their business serving the tech community
02
Advisors who want to master the art and science of equity compensation
03
Equity Comp experts who want to expand their mastery
Key outcomes
Master the Fundamentals
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.
Model Liquidity Events
Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.
Risk-Free Reps
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!
Human Capital Strategy
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.
This course includes
17 interactive live sessions
Lifetime access to course materials
38 in-depth lessons
Direct access to instructor
4 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Equity Comp Master Class
Course syllabus
Week 1
Jul 29—Aug 4
Week dates are set to instructor's time zoneEvents
- Jul
29
Live Session 1
Live Session 1
Mon, Jul 29, 7:00 PM - 8:00 PM UTC
Modules
- Module 1 - Equity Compensation Overview and Public Company RSUsModule 1 - Equity Compensation Overview and Public Company RSUs10 Lessons • 1 Project
Week 2
Aug 5—Aug 11
Week dates are set to instructor's time zoneEvents
- Aug
6
Drop In Hours 1
Drop In Hours 1
Tue, Aug 6, 4:00 PM - 5:00 PM UTC
- Aug
8
Drop In Hours 2
Drop In Hours 2
Thu, Aug 8, 7:00 PM - 8:00 PM UTC
Week 3
Aug 12—Aug 18
Week dates are set to instructor's time zoneEvents
- Aug
12
Live Session 2
Live Session 2
Mon, Aug 12, 7:00 PM - 8:00 PM UTC
Modules
- Module 2 - Private Company RSUs and Public OfferingsModule 2 - Private Company RSUs and Public Offerings6 Lessons • 1 Project
Week 4
Aug 19—Aug 25
Week dates are set to instructor's time zoneEvents
- Aug
20
Drop In Hour 3
Drop In Hour 3
Tue, Aug 20, 4:00 PM - 5:00 PM UTC
- Aug
22
Drop In Hours 4
Drop In Hours 4
Thu, Aug 22, 7:00 PM - 8:00 PM UTC
Week 5
Aug 26—Sep 1
Week dates are set to instructor's time zoneEvents
- Aug
26
Live Session 3
Live Session 3
Mon, Aug 26, 7:00 PM - 8:00 PM UTC
Modules
- Module 3 - Private Companies and Stock Options (ISOs and NSOs)Module 3 - Private Companies and Stock Options (ISOs and NSOs)8 Lessons • 1 Project
Week 6
Sep 2—Sep 8
Week dates are set to instructor's time zoneEvents
- Sep
3
Drop In Hours 5
Drop In Hours 5
Tue, Sep 3, 4:00 PM - 5:00 PM UTC
- Sep
5
Drop In Hours 6
Drop In Hours 6
Thu, Sep 5, 7:00 PM - 8:00 PM UTC
Week 7
Sep 9—Sep 15
Week dates are set to instructor's time zoneEvents
- Sep
9
Live Session 4
Live Session 4
Mon, Sep 9, 7:00 PM - 8:00 PM UTC
Modules
- Module 4 - Private Company Liquidity Events (ISOs, NSOs, and RSUs)Module 4 - Private Company Liquidity Events (ISOs, NSOs, and RSUs)6 Lessons • 1 Project
Week 8
Sep 16—Sep 22
Week dates are set to instructor's time zoneEvents
- Sep
17
Drop In Hours 7
Drop In Hours 7
Tue, Sep 17, 4:00 PM - 5:00 PM UTC
- Sep
19
Drop in Hours 8
Drop in Hours 8
Thu, Sep 19, 7:00 PM - 8:00 PM UTC
Modules
- Module 5 - Startup Founding, Pre Liquidity Financing, and Job ChangesModule 5 - Startup Founding, Pre Liquidity Financing, and Job Changes8 Lessons
Week 9
Sep 23
Week dates are set to instructor's time zoneEvents
- Sep
23
Cohort Graduation
Cohort Graduation
Mon, Sep 23, 7:00 PM - 8:00 PM UTC
Post-Course
Events
- Oct
2
Optional: Catch Up Drop in Hours
Optional: Catch Up Drop in Hours
Wed, Oct 2, 7:00 PM - 8:00 PM UTC
- Oct
9
Optional: Catch Up Drop in Hours
Optional: Catch Up Drop in Hours
Wed, Oct 9, 7:00 PM - 8:00 PM UTC
- Oct
15
Optional: Catch Up Drop in Hours
Optional: Catch Up Drop in Hours
Tue, Oct 15, 4:00 PM - 5:00 PM UTC
- Oct
23
Optional: Catch Up Drop in Hours
Optional: Catch Up Drop in Hours
Wed, Oct 23, 7:00 PM - 8:00 PM UTC
4.9
(70 ratings)
What students are saying
Meet your instructor
Russell Kroeger, CFP®
Founder, Trayecto
Russell spent the last several years building a San Francisco-based RIA that serves the startup community. He has a decade of experience as a practitioner and works exclusively with founders, early employees, and public company executives to navigate work-life transitions, including over $800m in exits at companies like GitHub, Mulesoft, Slack, Roblox, Airbnb, Asana, Palantir, Coinbase, and Stripe.
This course exists to help financial planners improve outcomes for their clients and grow their businesses by addressing needs specific to the startup community.