Equity Comp for Financial Planners
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. (+14 CFP® CE hours)
Equity Comp for Financial Planners
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. (+14 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
12 interactive live sessions
Lifetime access to course materials
38 in-depth lessons
Direct access to instructor
5 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 for Financial Planners
Course syllabus
4.9
(70 ratings)
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Equity Comp for Financial Planners
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.