Employee Curriculum
Six tracks covering onboarding, investment process, the quarterly cycle, trading, planning, and compliance. Complete them in order.
6 tracks12 lessons92 min total
Track A
Onboarding
Welcome to Minerva — firm overview, systems access, and what we expect from every team member.
Track B
Investment Process
Deep dive into our investment philosophy, portfolio construction, and fund selection criteria.
Track C
Quarterly Cycle
The quarterly review process end-to-end — from data prep through client meetings and follow-up.
Track D
Trading Rebalancing
Trade execution, Eclipse iRebal workflows, tax-lot selection, and the double-check protocol.
Track E
Mgp Planning
Minerva's financial planning methodology — discovery through monitoring, plus Social Security strategies.
Track F
Compliance Tax Specialty
SEC compliance, personal trading rules, recordkeeping, and tax coordination strategies.