Five certificates at launch
Investment Foundation, Public markets, Core portfolio, Private markets and Private equity, each at the end of its own path.
The Map
One map, and it grows with you.
The tutorial is the trunk. Each desk is a branch, and one branch is about you. Every quest you answer is a leaf, and a branch shows what you have done, the path open now and one step ahead. Never more, so nothing is teased.
The Map on the web, with a certificate earned, and your rank on a phone. Shown with a sample household.The Map, on a phone. Shown with a sample household.
A quest
One question at a time.
A quest takes about a minute, and it is about your own household, not a textbook family.
- A question about your record.
One question on your own numbers, with a hint if you want it and the reason behind the answer. Getting it wrong costs nothing.
- Every answer is a leaf.
A right answer adds 40 XP and a leaf on the branch, and See it in your office takes you straight to the page the quest is about.
- A path ends in a badge.
Answer every quest on a path and its badge is yours, and the next step on the branch opens. Some paths end in a certificate instead.
A branch about you
Your Financial Identity.
Before a family writes its rules, it helps to know itself. This branch asks the questions every family office starts with, and explains what each answer means.
- Who is the money for? Yourselves first, your children, or the generations after.
- How long could it wait? The years before most of it is needed.
- What would you do in a bad year? Sell some to stop the fall, hold and wait it out, or add while it is cheaper.
You learn and answer here, in Learn. Your answers are kept on the Policy desk, where your family’s rules are built on them, and you answer again when life changes.
Badges and certificates
A badge for a path. A certificate for knowing it.
A badge records a path completed. A certificate records understanding shown in a test, and it is what opens more of the platform.
A fair test
Eight questions drawn from fourteen, with no hints and no Freya. Six right to pass, and every retake is free.
What a certificate opens
Investment Foundation, for one, opens currency exposure on What you hold. What opens depends on what you have learned, not on what you own.
A certificate opens parts of Finna. It is not a professional qualification, and it does not make anyone an accredited investor or change the rules that apply to them.
At your own pace
Learning that fits a busy week.
Your rank, in rings
Every quest adds to your XP, and your rank grows a ring at a time, twelve in all, from the first quest to the whole Map.
The week of leaves
The week shows the days you answered a quest. A day without one costs nothing, so nothing nags you.
Learn tags
A small leaf beside anything in your office that a quest explains. Answer the quest and the tag goes, or switch the tags off.
At launch
Every branch of your office.
More than 30 paths and 300 quests, around every part of the platform.
The trunk
The First Picture
The tutorial: your first picture, and what a family office does for you.
Gather it
Records
Your household record, what you owe, the Timeline, the Family Vault and the people working for you.
Govern it
Policy
Your first rule, drift and review, your goals, and whether the money will last.
Grow it
Investment
The foundation, public and private markets, what it costs and a core portfolio, with five certificates.
Protect it
Protection
What cover is for, resilience when income stops, health and care, life cover and the home.
Pass it on
Succession
Where the will is, roles, trusts, beneficiaries and talking to the next generation.
About you
Financial Identity
Who the money is for, how long it can wait and what you would do in a bad year.
Later
Side branches
Philanthropy, owning a business, property and moving country, as the Map grows.
Start learning with your own household.
Learn is free in every plan: every path, badge and certificate.
Start for free