Question 1

Is this financial advice?

Accepted Answer

No. Project Charlie provides financial education only. We do not provide personalized financial advice, investment recommendations, or tell you what to buy or sell. We teach concepts and frameworks so you can make your own informed decisions, ideally with the help of qualified financial professionals when appropriate.

Question 2

Who are the mentors?

Accepted Answer

Our mentors are a mix of peer mentors (students who have completed our programs and demonstrated strong understanding) and practitioners (working professionals in finance-related fields who volunteer their time). All mentors go through a vetting and training process.

Question 3

What is the time commitment?

Accepted Answer

The Foundations Track is 8 weeks, typically requiring 3-5 hours per week including materials, sessions, and personal practice. The Growth Track is 12 weeks with similar weekly time commitment. You can proceed at your own pace within reason.

Question 4

Do I need any prior knowledge?

Accepted Answer

The Foundations Track assumes no prior financial knowledge. If you have some background and want to start with more advanced material, we can assess your level and recommend the appropriate starting point.

Question 5

Will this teach me how to trade stocks?

Accepted Answer

We teach investment principles and concepts, but we do not teach trading strategies or stock picking. Our focus is on understanding markets, long-term investing principles, and building a foundation for informed decision-making—not short-term trading.

Question 6

How is this different from free resources online?

Accepted Answer

While excellent free resources exist, we provide structured sequencing, mentorship, community support, and accountability. Our curriculum is designed to build progressively, and having mentors helps address individual questions and prevent common misunderstandings.

Question 7

What if I cannot afford the program?

Accepted Answer

We offer need-based pricing and do not want cost to be a barrier to financial education. If standard pricing is prohibitive, please reach out through our contact form to discuss options.

Question 8

Can I become a mentor after completing the program?

Accepted Answer

Yes. Many of our peer mentors are program graduates. After completing a track and demonstrating strong understanding, you can apply to our mentor training program. This is a great way to reinforce your own learning while helping others.