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)

Last chance to apply

4

days

3

hours

29

mins

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

39 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.

Course syllabus

Expand all modules
  • Week 1

    Jul 29—Aug 4

    Week dates are set to instructor's time zone

    Events

    • Jul

      29

      Live Session 1

      Mon, Jul 29, 7:00 PM - 8:00 PM UTC

    Modules

    • Pre-Course Content: Why Serving the Startup/Tech Community is Different

    • Module 1 - Equity Compensation Overview and Public Company RSUs

  • Week 2

    Aug 5—Aug 11

    Week dates are set to instructor's time zone

    Events

    • Aug

      6

      Drop In Hours 1

      Tue, Aug 6, 4:00 PM - 5:00 PM UTC

    • Aug

      8

      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 zone

    Events

    • Aug

      12

      Live Session 2

      Mon, Aug 12, 7:00 PM - 8:00 PM UTC

    Modules

    • Module 2 - Private Company RSUs and Public Offerings

  • Week 4

    Aug 19—Aug 25

    Week dates are set to instructor's time zone

    Events

    • Aug

      20

      Drop In Hour 3

      Tue, Aug 20, 4:00 PM - 5:00 PM UTC

    • Aug

      22

      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 zone

    Events

    • Aug

      26

      Live Session 3

      Mon, Aug 26, 7:00 PM - 8:00 PM UTC

    Modules

    • Module 3 - Private Companies and Stock Options (ISOs and NSOs)

  • Week 6

    Sep 2—Sep 8

    Week dates are set to instructor's time zone

    Events

    • Sep

      3

      Drop In Hours 5

      Tue, Sep 3, 4:00 PM - 5:00 PM UTC

    • Sep

      5

      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 zone

    Events

    • Sep

      9

      Live Session 4

      Mon, Sep 9, 7:00 PM - 8:00 PM UTC

    Modules

    • Module 4 - Private Company Liquidity Events (ISOs, NSOs, and RSUs)

  • Week 8

    Sep 16—Sep 22

    Week dates are set to instructor's time zone

    Events

    • Sep

      17

      Drop In Hours 7

      Tue, Sep 17, 4:00 PM - 5:00 PM UTC

    • Sep

      19

      Drop in Hours 8

      Thu, Sep 19, 7:00 PM - 8:00 PM UTC

    Modules

    • Module 5 - Startup Founding, Pre Liquidity Financing, and Job Changes

  • Week 9

    Sep 23

    Week dates are set to instructor's time zone

    Events

    • Sep

      23

      Cohort Graduation

      Mon, Sep 23, 7:00 PM - 8:00 PM UTC

  • Post-Course

    Events

    • Oct

      2

      Optional: Catch Up Drop in Hours

      Wed, Oct 2, 7:00 PM - 8:00 PM UTC

    • Oct

      9

      Optional: Catch Up Drop in Hours

      Wed, Oct 9, 7:00 PM - 8:00 PM UTC

    • Oct

      15

      Optional: Catch Up Drop in Hours

      Tue, Oct 15, 4:00 PM - 5:00 PM UTC

    • Oct

      23

      Optional: Catch Up Drop in Hours

      Wed, Oct 23, 7:00 PM - 8:00 PM UTC

4.9

(70 ratings)

What students are saying

A pattern of wavy dots
Join an upcoming cohort

Equity Comp Master Class

Cohort 7

$1,500

Dates

July 29—Sep 23, 2024

Application Deadline

July 20, 2024

Don't miss out! Applications close in 5 days

|

Bulk purchases

Meet your instructor

Russell Kroeger, CFP®

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.

A pattern of wavy dots
Join an upcoming cohort

Equity Comp Master Class

Cohort 7

$1,500

Dates

July 29—Sep 23, 2024

Application Deadline

July 20, 2024

Don't miss out! Applications close in 5 days

|

Bulk purchases

A pattern of wavy dots
Join an upcoming cohort

Equity Comp Master Class

Cohort 7

$1,500

Dates

July 29—Sep 23, 2024

Application Deadline

July 20, 2024

Don't miss out! Applications close in 5 days

|

Bulk purchases

$1,500

4.9

(70)

·

9 Weeks