Master Financial Progress Tracking

Join our comprehensive 6-month program starting September 2025. Learn proven techniques for measuring financial progress, building effective tracking systems, and making data-driven decisions that actually improve your financial health.

Apply for September 2025

Your Learning Journey

We've structured this program around real-world application. Each module builds on practical skills you'll use immediately. By month three, most students are already implementing new tracking systems in their personal finances.

1

Foundation: Understanding Your Numbers

Weeks 1-4

Start with the basics that everyone should know but most people never learn properly. We'll cover setting up meaningful financial categories, choosing the right tracking tools, and creating your personal measurement framework.

Budget categorization Tool selection Data organization Goal setting
2

Advanced Tracking Techniques

Weeks 5-12

This is where things get interesting. You'll learn techniques used by financial planners, including trend analysis, ratio tracking, and predictive modeling. We focus on methods that give you insights, not just numbers.

Trend analysis Ratio calculations Variance tracking Performance metrics
3

Building Automated Systems

Weeks 13-20

Learn to create systems that work without constant attention. We'll cover automation tools, alert systems, and maintenance routines that keep your tracking accurate without becoming a part-time job.

Automation setup Alert configuration System maintenance Error detection
4

Advanced Decision Making

Weeks 21-24

The final module focuses on using your tracking data to make better financial decisions. You'll learn scenario planning, risk assessment, and how to translate numbers into actionable strategies.

Scenario modeling Risk analysis Decision frameworks Strategy development

Meet Your Instructor

Ezra Thornfield has spent twelve years helping people understand their financial data. He started as a bank analyst before moving into financial education, where he discovered that most people struggle not with earning money, but with tracking it effectively.

His approach combines practical spreadsheet techniques with behavioral insights. Students appreciate his direct teaching style and real-world examples drawn from years of consulting work.

Background & Experience
• CPA certification with focus on personal finance
• Former senior analyst at Canadian Imperial Bank
• Author of "The Numbers Game: Financial Tracking Made Simple"
• 8+ years teaching financial literacy workshops
Ezra Thornfield, program instructor and financial tracking expert

Key Skills You'll Master

These aren't theoretical concepts. Each skill comes with practical exercises and real-world applications you can use immediately.

Meaningful Metrics

Learn which numbers actually matter for your situation and how to track them without getting overwhelmed by data.

Focus on 5-7 key metrics rather than trying to track everything

Quick Analysis

Develop skills for rapid financial health checks that give you insights in minutes, not hours.

Monthly reviews should take 15 minutes once your system is set up

Goal Alignment

Connect your tracking system directly to your financial goals so every number serves a purpose.

Track progress toward specific outcomes, not just account balances

System Maintenance

Build tracking systems that stay accurate over time without requiring constant manual updates.

Good systems become easier to maintain, not harder
Students working on financial tracking exercises in collaborative learning environment

Ready to Start Tracking Smarter?

Our next cohort begins September 15, 2025. Class size is limited to 24 students to ensure personalized attention. Applications are reviewed on a first-come basis.

Get Application Details