Vol. I | No. 1
Student Stories

What Students Say

Hear from students who have completed our programs and how they describe their learning experience.

Results vary. No guarantees of any particular outcome.

BeginnerFall 2024
I came in knowing nothing about investing beyond what I heard from friends. The structured approach helped me actually understand why things work the way they do, not just what to do.
Sarah M.
Completed Foundations Track, now budgets consistently and started a retirement account.
IntermediateSummer 2024
What I appreciated most was the honest discussion about risk. Other resources made everything sound easy. Project Charlie made me think critically about my decisions.
James K.
Developed personal investment policy, improved research methodology.
BeginnerFall 2024
Having a peer mentor who recently learned this material made such a difference. They remembered the confusion and knew how to explain things clearly.
Priya R.
Built emergency fund, understands compound interest, started learning about index funds.
IntermediateSpring 2024
The practitioner sessions gave real context to the theory. Hearing how professionals actually think about markets was invaluable.
Michael T.
Better understanding of portfolio construction, more disciplined approach to research.
BeginnerSummer 2024
I was intimidated by finance before this. The community aspect made it feel approachable, and the curriculum broke things down without being condescending.
Emily C.
Financial plan created, credit score improved, debt payoff strategy in place.
IntermediateFall 2024
The emphasis on behavioral finance was eye-opening. Understanding my own biases has probably saved me from several poor decisions.
David L.
More systematic decision-making process, reduced emotional investing behaviors.
BeginnerSpring 2024
Finally, a finance education that does not promise to make you rich. The realistic expectations and focus on fundamentals is exactly what I needed.
Amanda H.
Solid understanding of personal finance basics, started consistent saving habit.
IntermediateSummer 2024
The case studies and real examples made abstract concepts concrete. I actually understand balance sheets now.
Chris W.
Can analyze basic financial statements, improved due diligence process.
BeginnerFall 2024
As a first-generation college student, I had no one to teach me about money. Project Charlie filled that gap with patience and structure.
Jessica N.
First budget ever created, opened first investment account, emergency fund started.
IntermediateSpring 2024
The mentorship model is the differentiator. Having someone to discuss ideas with and challenge my thinking accelerated my learning significantly.
Robert Y.
Clearer investment philosophy, better risk assessment skills.
BeginnerSummer 2024
I appreciated that they never pushed any specific investments or strategies. It was purely educational, which built my trust in the program.
Nicole P.
Foundational knowledge established, confidence to continue learning independently.
IntermediateFall 2024
The progression from Foundations to Growth track was seamless. Each module built naturally on the last, and the mentors adapted to my pace.
Andrew S.
Completed both tracks, now serves as peer mentor for new cohorts.
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Important Notice

Disclaimer

Project Charlie is an educational initiative. Nothing presented should be construed as financial, investment, tax, or legal advice. All information is for educational purposes only. Past performance and testimonials do not guarantee future results. Individual results vary based on effort, prior knowledge, and external factors. Always consult qualified professionals before making financial decisions.

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