Equity Comp Master Class
4.9 (79)
9 Weeks
·Cohort-based Course
Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)
Equity Comp Master Class
4.9 (79)
9 Weeks
·Cohort-based Course
Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)
Course overview
Become an Equity Comp Black Belt
Do better work for clients, in less time, with more confidence. What are you waiting for?
Who is this course for
01
Small RIAs looking to grow their business serving the tech community
02
Advisors who want to master the art and science of equity compensation
03
Equity Comp experts who want to expand their mastery
Key outcomes
Master the Fundamentals
Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.
Model Liquidity Events
Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.
Risk-Free Reps
Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.... PLUS get access to Trayecto's financial planning software!
Human Capital Strategy
Be a better guide for clients during career trade-offs that impact human capital. Understand nuances of the startup world from fundraising and valuation to company building and liquidity.
What’s included
Live sessions
Learn directly from Russell Kroeger, CFP® in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Equity Comp Master Class
Course syllabus
17 live sessions • 44 lessons • 4 projects
Week 1
Jul
29
Live Session 1
Module 1 - Equity Compensation Overview and Public Company RSUs
Week 2
Aug
6
Drop In Hours 1
Aug
8
Drop In Hours 2
Week 3
Aug
12
Live Session 2
Module 2 - Private Company RSUs and Public Offerings
Week 4
Aug
20
Drop In Hour 3
Aug
22
Drop In Hours 4
Week 5
Aug
26
Live Session 3
Module 3 - Private Companies and Stock Options (ISOs and NSOs)
Week 6
Sep
3
Drop In Hours 5
Sep
5
Drop In Hours 6
Week 7
Sep
9
Live Session 4
Module 4 - Private Company Liquidity Events (ISOs, NSOs, and RSUs)
Week 8
Sep
17
Drop In Hours 7
Sep
19
Drop in Hours 8
Module 5 - Startup Founding, Pre Liquidity Financing, and Job Changes
Week 9
Sep
23
Cohort Graduation
Post-course
Oct
2
Optional: Catch Up Drop in Hours
Oct
9
Optional: Catch Up Drop in Hours
Oct
15
Optional: Catch Up Drop in Hours
Oct
23
Optional: Catch Up Drop in Hours
4.9 (79 ratings)
What students are saying
Meet your instructor
Russell Kroeger, CFP®
Russell Kroeger, CFP®
Founder, Trayecto
Russell spent the last several years building a San Francisco-based RIA that serves the startup community. He has a decade of experience as a practitioner and works exclusively with founders, early employees, and public company executives to navigate work-life transitions, including over $800m in exits at companies like GitHub, Mulesoft, Slack, Roblox, Airbnb, Asana, Palantir, Coinbase, and Stripe.
This course exists to help financial planners improve outcomes for their clients and grow their businesses by addressing needs specific to the startup community.