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First cohort · Founding members

50 people.
12 weeks.

A first cohort built with you

Understanding your money should not be reserved for finance professionals. Yet, the important decisions remain difficult to make: saving, investing, preparing for retirement, or simply knowing if the choices already made still hold up.

Starting from November 9, 2026, you will have access to Déclic, our online training, to start progressing at your own pace. Then, starting from January 19, 2027, you will join the very first cohort of the AdvisorOne Academy: a group intentionally limited to fifty founding members, twenty-five women and twenty-five men.

Fortwelve weeks, until April 6, 2027, you will be supported to better understand your finances, structure your decisions, and gain confidence, autonomy, and peace of mind in your relationship with money.

Nov 2, 2026
access to déclic
12 weeks
then 12 months of follow-up
50 spots
25 women · 25 men
490 CHF
Launch price
January 19, 2027
Start of the cohort

I apply


Date by date

Your calendar

Twelve weeks of close guidance, followed by support that continues across twelve months.

9 November 2026

Your access to Déclic opens

Our online training, to follow at your own pace, so you can start moving forward before the cohort begins.

From 19 January to 6 April 2027

The twelve weeks of guided support

Twelve group sessions online, one per week, each built around a specific theme. Between sessions, the online platform helps you keep track of where you are.

Until January 2028

The follow-up, across twelve months

Five check-in points to measure how far you have come, well after the weekly sessions have ended.

At the start 19 January 2027
End of the 12 weeks 6 April 2027
6 months 19 July 2027
9 months 19 October 2027
12 months 19 January 2028
Throughout the year

Four webinars and two in-person events

Four exclusive webinars with guest speakers, and two in-person events. Dates will be confirmed as soon as they are set.

Date par date

Votre calendrier

Douze semaines d'accompagnement rapproché, puis un suivi qui se prolonge sur douze mois.

9 novembre 2026

Ouverture de votre accès à Déclic

Notre formation en ligne, à suivre à votre rythme, pour commencer à avancer avant le démarrage de la promotion.

Du 19 janvier au 6 avril 2027

Les douze semaines d'accompagnement

Douze rendez-vous collectifs en ligne, un par semaine, chacun autour d'une thématique précise. Entre deux séances, la plateforme de suivi vous permet de garder le fil.

Jusqu'en janvier 2028

Le suivi, sur douze mois

Cinq points d'étape pour mesurer le chemin parcouru, bien après la fin des rendez-vous hebdomadaires.

Au démarrage 19 janvier 2027
Fin des 12 semaines 6 avril 2027
6 mois 19 juillet 2027
9 mois 19 octobre 2027
12 mois 19 janvier 2028
Au fil de l'année

Quatre webinaires et deux rencontres en présentiel

Quatre webinaires exclusifs avec des intervenants invités, et deux rencontres en présentiel. Les dates vous seront communiquées dès qu'elles seront fixées.

The twelve meetings of the program

One theme per week, to progress step by step, from January 19 to April 6, 2027.

Where I stand financially
My relationship with money
Organization, budget, and vision
Savings and financial security
My goals and my strategy
Understanding investment
Risk and investor profile
Building an investment strategy
Planning and long-term vision
Making better financial decisions
Building my personal strategy
My assessment and my roadmap

Your year, in detail

Everything included in the support for founding members.

​

​ ​ ​ ​ ​ ​✓
The complete online training, in modules to follow at your own pace
✓Twelve group meetings via video, one per month, each around a specific theme
✓Four in-person meetings
✓The tools, workbooks, and exercises of the program
✓A private community on WhatsApp
✓A follow-up of your progress, with five checkpoints throughout the year
✓All improvements made to the program during your year, at no extra cost

Two groups, one journey

WomenInvest

The women's group of the cohort.

MenInvest

The men's group of the cohort.

The educational content is the same in both. What changes is the conversation. A career interrupted for a few years, a separation, an inheritance to receive, a business to pass on: these situations do not occur randomly, and neither do the questions they raise. Bringing together similar journeys allows everyone to share theirs without wondering how they will be received.

Why "founding members"

We do not just want to create a program for our participants. We want to build it with them. During this year, we gather your feedback, your difficulties, and your suggestions, and we measure your progress on six dimensions.

Financial understanding Confidence Organization Serenity Autonomy Ability to decide

Launch price

490 CHF

This amount corresponds to the price of Déclic, our online training. The twelve group meetings, the four in-person meetings, and the year's follow-up are added to this. The trade-off can be summed up in one sentence: you experience the journey from start to finish and tell us what works.

The following promotions will be offered at the usual rate.

Your commitment

✓Actively follow the program
✓Be present at group meetings as much as possible
✓Complete the five follow-up questionnaires
✓Regularly tell us what works and what doesn't

Your public testimony remains optional.

In a year

"I understand my situation better. I know what questions to ask. I know why I make my decisions. And I feel capable of taking more control of my financial future."

Notre rôle

The AdvisorOne Academy is a training organization. Our job is to provide you with the tools to understand the mechanisms, evaluate what is offered to you, and build your own strategy. We do not sell any financial products and we do not provide personalized investment advice.

Applications until September 30, 2026

Applications are open

They close as soon as the 50 spots are filled.

I apply
490 CHF · 50 places  ·     Applications accepted until 30 December
I apply

14 Kléberg Street,
1201 Geneva

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