FOUNDATIONS OF FINANCE & INVESTING
Master the basics of finance and investing
The Beam Network’s flagship educational programme helps you master the basics of finance and investment. From mapping industry players to understanding key concepts, these classes will cut through the jargon and accelerate your financial confidence.
Designed and delivered by our Academic Director, Aunnie Patton Power.
WHAT'S INCLUDED:
• 1-year access to The Beam’s signature “Foundations of Finance and Investing” self-led online course
• 1-year access to The Beam’s Digital Community
• 3+ hours of pre-recorded video content
• Notes and handouts
• 14 Quizzes
• Additional resources to extend learning
• Beam’s glossaries of terms
• 4 live Group Office Hours with our academic director, Aunnie Patton Power
• 2-3 group online mixers
• A dedicated section for questions, answered by our qualified team of experts
• Monthly emails to keep you fluent in financial jargon
MEET THE INSTRUCTOR
AUNNIE PATTON POWER
Aunnie Patton Power is a former investment banker, turned impact investor and university lecturer. She is the founder of Intelligent Impact, a technology for a social impact advisory firm, and has worked with start-ups, family offices, foundations and corporates.
She is currently an Associate Fellow at the University of Oxford's Saïd Business School and a visiting fellow at the London School of Economics.
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WHAT IS THE BEAM NETWORK?The Beam Network educates, connects and empowers female wealth holders to increase their confidence, competence and engagement with their assets through our resources. As three female wealth holders, we wanted to create and nurture a global community of curious, committed investors while developing inclusive economic opportunities for women. We want to bring a fresh and personal perspective to managing wealth and redefining what it means to be a responsible investor.
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WHAT MAKES YOU UNIQUE?We are created for women by women, for investors by investors. We are entirely independent and not affiliated with any banks or other financial institutions, giving our members a completely unbiased, pitch-free perspective of wealth management and the finance industry.
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WHAT DO YOU OFFER YOUR MEMBERS?Members have a safe and private learning space, with a world-class curriculum focused on investment literacy and wealth management. You will be grouped with like-minded peers - in small, carefully curated cohorts - to share experiences and express ideas. Furthermore, there will be opportunities to meet The Beam Network community at our network events. Our educational materials are engaging, relevant and presented in short, digestible sessions - promoting an ethos of continuous learning.
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HOW DO YOU DELIVER YOUR CURRICULUM?Our curriculum is delivered via a live-online program where you can engage with faculty and peers in an interactive, supportive environment. The benefit of this format is that you'll receive valuable content in short, engaging sessions to maximise your understanding of the materials. There will be brief, pre-recorded videos before each class providing background and context so that you can make the most out of each live session.
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WHAT IS THE PROCESS FOR BECOMING A MEMBER?Those interested in joining The Beam Network will need to complete the membership application form. Once we receive your application, a member of our team will be in touch to better understand your goals, answer any questions you may have and continue with the next steps.
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WHAT ARE THE CRITERIA FOR MEMBERSHIP?We are looking for asset owners who strive to be responsible stewards of their wealth and want to engage with the finance industry on equal footing, creating a future where there is increased female representation at every level. To ensure a safe learning space for all our members, we interview all potential members. A part of your application process also requires a letter of reference from your investment advisor or wealth manager.
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HOW DO YOU LEVERAGE MEMBER SKILLS AND EXPERIENCES?A vital part of The Beam Network is the peer network and shared learning. Owners of substantial wealth can feel isolated; we allow members to share their experiences of wealth ownership, if they wish, in a safe space so that members can learn from their collective knowledge. We can work closely with members to understand how to best leverage their unique experiences to highlight issues that impact women and their wealth.
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WHY SHOULD I JOIN IF I ALREADY HAVE INVESTMENT ADVISORS MANAGING MY ASSETS?Connecting, educating, and inspiring women has a transformational, positive social impact. As a member of The Beam, you will be joining a like-minded community of women that can share, support and learn from one another. We are not professional investors or certified financial advisors, we concentrate solely on education so you will gain the confidence to be able to speak to your advisors from a position of knowledge. By becoming more engaged with how your investments are managed and having a deeper understanding of what your wealth can do, you will be part of a powerful movement that is helping the finance industry better serve women’s needs.
CURRICULUM:
“Taking The Beam’s Foundation Course was a great experience. I dreaded finance. Where do you learn these things? Now I feel I can ask my advisor smart questions and shape the portfolio I want. And the women I met were amazing; they made it fun.”
- Daniela, Berlin