Corporate Training – Giants Series

Our Corporate Training Program delivers the Giants Series directly into your organization. This program is designed to transform every level of your workforce by teaching the same strategies used by the largest financial institutions in the world.

What It Includes

• Full Giants Series Curriculum: Four volumes covering Vanguard, BlackRock, State Street, and Fidelity.
• CFEI Certified Education: A certified, professional-level program recognized in financial education.
• Universal Access: Every single employee in your company receives the full $5,000 individual education package. From executives to custodians—everyone benefits.

The Benefits

1 Every Employee Receives $5,000 Education

Each person in your company—no matter their role—receives the same $5,000 financial education package. That means everyone, from leadership to maintenance staff, gets empowered with lifetime skills to leverage their income in the markets.

2 100% Tax Deductible

Because this program is CFEI certified, the entire corporate training fee is tax-deductible. Your business invests in education and receives a direct tax benefit.

3 Flat $50,000 One-Time Fee

No scaling. Whether you have 10 employees or 10,000 employees, the cost is the same flat rate of $50,000. For a 10-person company, you’re essentially getting $50,000 in value immediately (10 × $5,000 packages). For 100 employees, that’s $500,000 worth of education for the same one-time $50,000 fee.

4 Transformational Modeling After the Giants

Your company learns to think and trade like the world’s largest institutions. This works on two levels:
• Business Modeling: Restructure operations with the same efficiency and metrics that attract institutional interest.
• Trading Mindset: Gain the perspective of global giants, integrating a trading mentality into your company culture.

5 Exclusive Weekly Corporate Training

Not only do employees gain individual access to seminars, but the entire company unites for weekly training via Microsoft Teams. This creates a first-time environment where everyone learns together—not just learning, but learning the greatest financial knowledge available for their well-being.

The Result

A company-wide transformation. Morale, financial literacy, and business efficiency all rise. Every employee is given tools for lifetime growth, while your company positions itself to think and operate on the level of the world’s largest financial giants.