Empowering Your Money Goals
The Own Your Future: Personal Investing course has been taken by employees, students, and alumni at organizations such as Google, LinkedIn, American Express, Stanford, UPenn, Cornell, and UC Berkeley.
The course has received a 9.52/10 Score for willingness of students to recommend the course to their co-workers, friends, and family.
Representative review:
"As the first in my family to attend college and work a white-collar job in corporate America, I knew nothing about personal finance before taking your course. Thanks to your teachings, my net worth has surpassed $300K, starting from $0 in just five years of work experience. Despite having no prior knowledge, I took the course seriously—so much so that I even helped friends put their idle money to work in accounts that were not actively invested. Your course truly changed my financial future, and I’m incredibly grateful!"
-Cherry T
You'll Learn:
Don't worry, this isn't a boring academic course. It's a fresh, relevant take on managing your money well.
We'll use storytelling, clear explanations, and simple analogies to learn:
✔️ What accounts you can use to invest: 401(k), IRA, brokerage and a few more…
✔️ Types of assets: stocks, bonds, REITs
✔️ How to set an investment plan
✔️ How to implement that plan quickly and painlessly
✔️ Prioritizing across savings and investing accounts
The Experience:
- 3 hours of self-paced learning
- Course broken down into digestible, fun, short videos that are 10-15 minutes
- Pop quizzes interspersed to reinforce learning
Next Course Offered:
August 17, 2025
September 7, 2025
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Enroll by selecting your course plan below.
Email [email protected] if you have any questions about the course.
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Gifting the Course:
If you would like to gift the course, enroll below by selecting the "Gift the Course" option and email [email protected] with the name and email address of your gift recipient.
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Group Courses for Companies and Teams:
If you are a company or organization seeking to enroll a team or employee resource group, please email [email protected] with the subject line "Group sign-up":
Instructor Bio:
Yaya Zhang has led Member Services at the country's largest student-run credit union, worked on a national campaign for U.S. Debt reform, and at a global macro hedge fund. She holds a B.S. in Finance from Georgetown University and a MBA from UC Berkeley.
Course Curriculum
- Episode 8: Asset Allocation (9:14)
- Episode 9: Automate or DIY? (11:14)
- Episode 10: DIY - If It Works, Copy It (8:42)
- Episode 11: Active vs. Passive Investing (16:21)
- Episode 12: Choosing Investments (12:01)
- Episode 13: Implementation - Buying and Selling (8:27)
- Episode 14: Rebalancing (7:24)
- Episode 15: Automate, DIY, or Hire Out? (6:10)
- Episode 16: Three Types of Returns (8:07)
Company Workshops & Programming
59% of employees say that money & finances is their #1 source of stress. 72% worry about their personal finances at work.
The Own Your Future: Personal Investing Course serves organizations that want to provide employees with financial wellness training and best-in-class Learning & Development resources.
It's training that empowers your teams to build their financial health, so they can bring their full attention and capabilities to work.
If you have a Professional Development or Training budget you want to deploy with more impact, consider offering this training for your teams.
Contact:
[email protected] for more information.
Questions? We'd love to hear from you:
FAQs
Q: Why this course?
Unlike classes that eat up weeks of your time teaching academic concepts, this a concise 3-hour crash course packed with useful insights on investing your money, so you can get back to living your life.
Q: Are there any prerequisites?
No finance knowledge is needed for this course. It's made for people who are just starting to learn how to invest.
Q: What if I am unhappy with the course?
If you're not absolutely satisfied, contact us in the first 30 days for a prompt and hassle-free refund.