Finance and investing

Your best explanation happened once. Nobody recorded it.

Turn client education into courses, so prospects arrive informed and your expertise earns beyond the billable hour.

Quiz-gated lessons
Your brand, your domain
100,000+ courses created

Lesson 1: What you actually own
Lesson 2: Fees over thirty years
Lesson 3: Building the plan

Drag a module to reorder it. You always stay in control.

01The problem

Financial literacy is your funnel and your burden.

Every prospect needs the same foundation before they can evaluate your advice, and today that foundation costs you meetings. It should be earning you trust and qualified leads before the first call. And with quiz gates, you'll know they actually understood it. Try one below.

02Try it here

The next lesson unlocks when they understand this one

Answer to unlock

Lesson 3 of "Investing Foundations" is locked. One question stands between your client and it.

Lesson 3

Locked

You own a fund with a 1% expense ratio and a fund with a 0.1% expense ratio, both tracking the same index. Over 30 years, the difference is:

Barely noticeableTens of thousands of dollarsOnly relevant for large accounts

Quiz Command Center builds gates like this in seconds, for any lesson.

03How it maps

What you use to build it.

Quiz Command Center

Confirm understanding before the next lesson unlocks. Educated clients make better decisions and better calls.

See how it works

Landing Page Studio

Sell the course, or gate it free behind an email for lead gen. Stripe built in either way.

See how it works

Custom domains

Your course on your domain, white-labeled with SSL, on Founders and up.

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People who already did this

Finance gets confusing fast, especially once you start throwing terminology at people. This helped me build my material in an order that makes sense for beginners. Instead of assuming they know the basics, I walk them through each concept before the next one.

Cameron EllisFounder, ClearPath Money Education

I've taught investing one-on-one for years, but never had a good way to package the educational side. This turned those conversations into structured lessons. I teach the fundamentals once and give people something to reference whenever they need a refresher.

Marcus VaughnPresident, Vaughn Investor Education

Common questions

You do, entirely. MLA structures and drafts from your materials; you edit and approve every word before anything is published, and you own what you create.

Yes. Publish the course free behind an email capture on your landing page. A prospect who finished your foundations course is the warmest lead in your CRM.

On Founders and up you get custom domains and white-labeling with SSL. Your brand, your URL, no trace of us.

Record the best version of the talk you give forty times a year.

Upload your client education docs. Publish the course this week.

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