Learn how Minerva invests — and why.
Short, evidence-based lessons on investing, financial planning, and behavioral finance. Built by Minerva Planning Group for our clients and team.
15
Investor Lessons
12
Employee Lessons
8
Investor Tracks
6
Employee Tracks
Two academies, one philosophy
Everything we teach rests on the same evidence-based principles: diversify broadly, keep costs low, stay disciplined.
Investor Academy
15 lessons across 8tracks. Built for clients and prospective clients — from foundations through behavioral finance.
- Foundations
- Allocation
- Fund Selection
- Rebalancing
- Tax-Smart
- Planning
- Markets & Cycles
- Behavioral Finance
Employee Academy
12 lessons across 6 tracks. Internal training on Minerva's tooling, quarterly cycle, trading process, and compliance.
- Onboarding
- Investment Process
- Quarterly Cycle
- Trading & Rebalancing
- MGP Planning
- Compliance & Tax
Investor curriculum at a glance
Eight tracks covering the full journey from “What is a financial advisor?” to mastering your own psychology.
Track 01
Foundations
What advisors do, how markets work
2 lessons
Track 02
Allocation
The most important investment decision
2 lessons
Track 03
Fund Selection
Why indexing wins and fees matter
2 lessons
Track 04
Rebalancing
Maintaining your portfolio's balance
2 lessons
Track 05
Tax-Smart
Reducing the hidden cost of taxes
2 lessons
Track 06
Planning
Retirement income and spending strategies
2 lessons
Track 07
Markets & Cycles
Understanding economic phases
1 lesson
Track 08
Behavioral Finance
Why your brain fights your portfolio
2 lessons