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Become an Equity Comp Black Belt
Do better work for clients, in less time, with more confidence. What are you waiting for?
What you’ll learn
Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)
Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions
Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client
Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp comp
Be a better guide for clients during career trade-offs that impact human capital. Understand nuances of the startup
Learn directly from Russell
Russell Kroeger, CFP®
Founder of Trayecto
Who this course is for
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
What's included
Live sessions
Learn directly from Russell Kroeger, CFP® in a real-time, interactive format.
Lifetime access
Go back to course content and review whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund through the second week of the course.
Course syllabus
13 live sessions • 44 lessons • 4 projects
Week 1
Feb
17
Live Session 1
Module 1 - Equity Compensation Overview and Public Company RSUs
Week 2
Feb
24
Drop In Hours 1
Feb
26
Drop In Hours 2
Schedule
Live sessions
1-2 hrs / week
The cohort is 9 weeks long and covers 5 education modules. Each module has 1 live session + 2 optional drop-in-hours during off weeks to ensure you get everything you need from the course content and case studies.
Tue, Feb 17
8:00 PM—9:00 PM (UTC)
Tue, Feb 24
5:00 PM—6:00 PM (UTC)
Thu, Feb 26
8:00 PM—9:00 PM (UTC)
Projects
1-3 hrs / week
We project participants will spend around 5 learning hours per module which span a 2-week period. This includes the 1-hour live session, course content, case studies, and learning assignments.
Frequently asked questions
$1,500
USD