4.9
(70 ratings)
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)
This course is popular
5 people enrolled last week.
Course overview
Do better work for clients, in less time, with more confidence. What are you waiting 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
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.
Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.
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!
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.
17 interactive live sessions
Lifetime access to course materials
39 in-depth lessons
Direct access to instructor
5 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Equity Comp Master Class
Week 1
Jul 29—Aug 4
Events
Mon, Jul 29, 7:00 PM - 8:00 PM UTC
Modules
Week 2
Aug 5—Aug 11
Events
Tue, Aug 6, 4:00 PM - 5:00 PM UTC
Thu, Aug 8, 7:00 PM - 8:00 PM UTC
Week 3
Aug 12—Aug 18
Events
Mon, Aug 12, 7:00 PM - 8:00 PM UTC
Modules
Week 4
Aug 19—Aug 25
Events
Tue, Aug 20, 4:00 PM - 5:00 PM UTC
Thu, Aug 22, 7:00 PM - 8:00 PM UTC
Week 5
Aug 26—Sep 1
Events
Mon, Aug 26, 7:00 PM - 8:00 PM UTC
Modules
Week 6
Sep 2—Sep 8
Events
Tue, Sep 3, 4:00 PM - 5:00 PM UTC
Thu, Sep 5, 7:00 PM - 8:00 PM UTC
Week 7
Sep 9—Sep 15
Events
Mon, Sep 9, 7:00 PM - 8:00 PM UTC
Modules
Week 8
Sep 16—Sep 22
Events
Tue, Sep 17, 4:00 PM - 5:00 PM UTC
Thu, Sep 19, 7:00 PM - 8:00 PM UTC
Modules
Week 9
Sep 23
Events
Mon, Sep 23, 7:00 PM - 8:00 PM UTC
Post-Course
Events
Wed, Oct 2, 7:00 PM - 8:00 PM UTC
Wed, Oct 9, 7:00 PM - 8:00 PM UTC
Tue, Oct 15, 4:00 PM - 5:00 PM UTC
Wed, Oct 23, 7:00 PM - 8:00 PM UTC
4.9
(70 ratings)
Cohort 7
$1,500
Dates
Application Deadline
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.
Cohort 7
$1,500
Dates
Application Deadline
Cohort 7
$1,500
Dates
Application Deadline