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First cohort · Founding members

50 people.
12 months.

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.

On November 2, 2026, the AdvisorOne Academy will launch its very first cohort. Fifty people, twenty-five women and twenty-five men, whom we will support for twelve months to better understand their situation, decide with more confidence, and gain autonomy.

Nov 2, 2026
Start
12 months
Duration
50 spots
25 women · 25 men
490 CHF
Launch price
I apply

The twelve meetings of the year

One theme per month, to progress step by step.

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
for twelve months

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 spots · Closes on September 30 I apply

14 Kléberg Street,
1201 Geneva

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