Financial Planning Mastery Program
Build the expertise that transforms financial uncertainty into strategic advantage. Our comprehensive curriculum prepares you for real-world challenges through practical application and proven methodologies.
Schedule Your ConsultationWhy This Program Works
After working with hundreds of professionals, we've noticed something interesting. The people who succeed in financial planning aren't necessarily the ones with perfect math skills or business degrees. They're the ones who understand that every financial decision tells a story.
This program emerged from that observation. Instead of throwing theoretical concepts at you, we focus on pattern recognition and practical decision-making frameworks that actually work in messy, real-world situations.
- Case-based learning using actual client scenarios from the Vietnamese market
- Mentorship from practitioners who've navigated economic uncertainties
- Tools and templates that you'll use long after graduation
- Small cohorts that allow for personalized feedback and support
Program Structure
Nine months of structured learning, starting September 2025. Each phase builds practical skills while preparing you for increasingly complex challenges.
Financial Analysis Fundamentals
We start with the basics, but not the boring kind. You'll learn ratio analysis through real company examples, understand cash flow patterns by examining actual business cycles, and develop the analytical thinking that separates good planners from great ones. By month three, you'll be comfortable reading financial statements like they're newspapers.
Strategic Planning & Risk Assessment
This is where things get interesting. You'll work on live case studies, learning how to spot opportunities and risks that others miss. We cover scenario planning, sensitivity analysis, and the art of making recommendations that actually get implemented. Most importantly, you'll learn how to communicate complex financial concepts to non-financial stakeholders.
Advanced Strategy & Portfolio Management
The final phase focuses on integration and leadership. You'll manage a complete financial planning project from inception to presentation, working with real clients under supervision. This capstone experience gives you confidence and a portfolio piece that demonstrates your capabilities to future employers or clients.
Ready to Begin?
Our next cohort starts in September 2025, and we're accepting applications through July. The program is intentionally small—we cap each group at 20 participants to ensure everyone gets the attention they deserve.
Program Details
Duration: 9 months (September 2025 - May 2026)
Format: Weekend intensives plus online modules
Location: Central Ho Chi Minh City with remote learning options
Prerequisites: Basic business experience or relevant education background
The application process includes a brief interview where we discuss your goals and determine if the program aligns with your career path. We're looking for motivated professionals who want to develop genuine expertise, not just collect certificates.
Start Your Application