Our advanced courses are designed to move participants from knowledge to action. Created in partnership with values-aligned financial advisors and other experts, Deep Dives are offered periodically throughout the year. Unless noted otherwise, each course consists of 3 modules that take take place over a 6-week period. These courses are free to Premium Members, discounted by 25% for Basic Members, and cost $100 each on an à la carte basis.
Many of us are unaware of the wide array of investment opportunities available to support alternative energy, clean our waterways, or shift to more responsible approaches to production and consumption. This course provides a wider lens to view environmental investing and shows you how your assets can be used to mitigate climate change and protect the environment.
Finding a financial advisor can feel like a heavy lift, so the task keeps falling down our to-do list, even though it is a priority. The key to this course is accountability. Over a 3-month period, you work with other women to clarify what you want from a financial advisor, build a short-list of candidates, and conduct interviews. By the end of the course, the bulk of your effort is done.
A key value held by many women is supporting other women and empowering girls. Happily, we can use a significant amount of our assets to achieve this goal – without giving up financial return. This course will show you how you can invest your cash, bonds, stock, and private investments to reduce gender disparities and improve the lives of women and girls around the world.
Since most of us have money in the stock market, it is not surprising that this is the asset class we consider most often. This course will broaden your understanding of the stock market, help you assess how you want to invest here, teach you how to find and analyze stocks and stock funds that align with your values, and deepen your understanding of how to engage in shareholder activism.
Investing in privately held companies can be both emotionally and financially rewarding. However, this higher-risk asset class requires additional knowledge and effort to be successful. This course will introduce you to the world of angel and venture investing and will guide you to the steps you need to take to get started.
This course addresses the racial wealth gap in America and the role our money can play in closing that chasm. You will learn about the economic origins of the current inequities, features of systemic racism in America, and investment opportunities that help bridge the divide. We will also discuss decisions you can make in other parts of your economic life to further this goal.