santofins Logo

Upcoming Courses

Ready to level up your financial expertise? Our upcoming courses are designed to give you practical skills, industry insights, and the confidence to navigate today's complex financial landscape. Browse through our offerings and find the right fit for your financial journey.

Business & Investment Courses

Business
July 10 - September 28, 2025

Financial Modeling for Startups

Build comprehensive financial models that actually make sense to investors. We'll tackle cash flow projections, valuation methods, and how to present financial data that tells your company's story. Don't worry if spreadsheets make your head spin—we start with the basics.

12 sessions • Certificate included
Investment
September 5 - October 24, 2025

Alternative Investments Masterclass

Looking beyond stocks and bonds? This course explores real estate crowdfunding, P2P lending, and other alternative investment vehicles. You'll learn risk assessment frameworks and portfolio integration strategies that most financial advisors never mention.

8 sessions • Advanced level
Business
November 12 - December 17, 2025

Scaling Your Crowdfunded Business

Got your initial funding? Great—now what? This practical course covers the post-funding growth phase, including team building, operational scaling, and preparing for next-round investments. I've personally made every mistake in the book, so you don't have to!

6 sessions • Includes case studies

Personal Finance & Community Building

Personal Finance
June 15 - July 20, 2025

Debt Restructuring & Freedom

Break the chains of debt once and for all. This course provides actionable strategies for consolidation, negotiation, and accelerated payoff plans. We'll also explore how community funding can help you manage debt in ways traditional banks won't tell you about.

Sarah Chen With Sarah Chen
Community
August 3 - September 21, 2025

Building Investment Communities

Learn to create and nurture investment groups for greater collective impact. This course covers community structures, governance models, and conflict resolution techniques. You'll be surprised how much stronger we are together than apart—especially when making investment decisions.

8 sessions • Beginner friendly
Personal Finance
October 7 - November 11, 2025

Tax Strategies for Investors

Stop leaving money on the table! This course reveals legal tax optimization strategies for different investment types, including crowdfunding gains. We'll walk through practical examples and dispel common myths that might be costing you thousands each year.

6 sessions • Intermediate level