The TrendUp L-Program

Master real investment strategy. Get certified. Earn your place.

Nine weeks of applied training led by active fund professionals, preparation for the ICFDT-issued CFOA, and one-to-one sessions with a hedge fund manager at every level. Top L3 performers are invited into the SRP, a selective 10-week internship inside a partner hedge fund, family office, or private investment firm.

Fully online3 to 5 hrs per weekNo finance background required for L1
Level 1 · 3 weeksInvestment foundationsAnalysis frameworks and a live stock pitch
Level 2 · 3 weeksOptions & derivativesStrategy design and live trading work
Level 3 · 3 weeksFutures + CFOAHedge fund strategy and certification
By invitationSRP internship10 weeks inside a partner fund
As featured in yahoo! financeMarketWatchInvestorPlaceStar TribuneInternational Business Times
Alumni destinations

Where our alumni have landed

TrendUp graduates have gone on to roles across investment banking, asset management, hedge funds, and private capital.

Bridgewater AssociatesGoldman SachsBlackRockCitiTrafiguraVanguardMorgan StanleyJPMorgan ChaseMillennium ManagementLiberfield CapitalPNCCanyon PartnersBridgewater AssociatesGoldman SachsBlackRockCitiTrafiguraVanguardMorgan StanleyJPMorgan ChaseMillennium ManagementLiberfield CapitalPNCCanyon Partners

A selection of firms where TrendUp alumni have accepted roles.

94%1CFOA pass rateAmong eligible L3 participants
100%2SRP placement rateEvery SRP participant secured an investment internship or role
91%3Working in financeWithin six months of graduation

1 ICFDT exam records for L3 participants who sat the CFOA.   2 TrendUp program records across all SRP cohorts to date.   3 Self-reported by alumni in post-program surveys, measured six months after graduation.

The L-Program

The L-Program develops investment capability across three progressive levels, with SRP selection based on performance.

Each level runs three weeks and is purchased separately, so you pay as you progress and can pause between levels when needed. Every level includes a one-to-one session with the fund manager.

L13 weeks

Foundations of Investment Analysis

Build a framework across fundamental, technical, event-driven, and volatility analysis, then apply it in a live stock pitch and a one-to-one discussion with a fund professional.

Live stock pitch1-on-1 session
$399$199 student rate
L23 weeks

Options & Derivatives Strategy

Design directional and non-directional options strategies, study probabilities and risk-reward, join a live trading session, and produce investment research.

Live trading sessionEquity research1-on-1 session
$499$299 student rate
L33 weeks

Futures, Hedge Funds & CFOA Preparation

Move into futures, options on futures, hedge fund strategies, and portfolio risk while preparing for the ICFDT-issued CFOA examination.

Full $390 CFOA exam subsidySRP eligibility1-on-1 session
$599$399 student rate

Pay one level at a time. Interest-free installments are available through PayPal Pay Later. Every L3 completer receives the full first-attempt CFOA exam subsidy, a $390 value. Recordings of every live session are always available.

View the full curriculum
Specialization & Recruitment Program

The strongest L3 performers are invited inside a partner fund.

The SRP is a 10-week analyst or trader internship at a partner hedge fund, family office, or private investment firm. It is not a simulation and not a certificate. Selection is made on assessed performance across L1 through L3, so the invitation is earned on the work itself.

  • 10-week analyst or trader internship, remote or in person
  • Senior mentoring line with a fund professional who can serve as a reference
  • Investor Personality Report from a fund-specialist psychologist
  • Recruitment support covering resume, LinkedIn, and mock interviews
Top 25%
Of each L3 cohort

Invitations extend to the top quarter of the class. When additional partner seats are available, selection expands to the top third.

100%
Placement to date

Every SRP participant has secured an investment internship or role.

Fund manager access

A hedge fund manager reviews your work. At every level.

Each level includes a private one-to-one session with the fund manager covering your analysis, your decisions, and your career trajectory. Graduates consistently name these sessions as the most valuable part of the program, and they are how strong performers get noticed for the SRP.

See what each level covers
L1Your stock pitch, defended and dissected line by line
L2Your options strategies and research, reviewed against fund practice
L3Your trajectory, the CFOA, and where you fit on the buy side
Who joins TrendUp

Built for serious candidates at every stage of an investment career.

01

Students & recent graduates

Turn an academic foundation into practical market work, professional feedback, and a recognized derivatives credential. Strong performers can progress into the TrendUp recruitment pipeline.

02

Early-career finance professionals

Move closer to investment strategy by building the derivatives knowledge, applied judgment, and fund-level feedback that day-to-day work may not provide.

03

Career pivoters

Build from the ground up toward applied investment work, whether you are coming from operations, sales, compliance, engineering, law, the military, or another field.

Fully online3 to 5 hours per weekOpen internationallyRecordings always available
For firms & teams

Bring TrendUp inside your organization.

TrendUp Finance delivers tailored derivatives and investment-strategy training for firms, desks, and analyst cohorts, with group delivery and CFOA exam preparation.

Explore TrendUp Finance
Hiring instead? Recruit from the TrendUp talent pipeline.
The demand side

Why firms hire from TrendUp

The SRP exists because partner firms want it to. Hiring junior investment talent is expensive and uncertain, and TrendUp removes the guesswork. That demand is what makes a genuine internship seat possible at the end of the program.

i
Trained on the actual workCandidates pitch stocks, structure derivatives trades, write research, and defend their reasoning with fund professionals for nine weeks.
ii
Assessed across every levelTrendUp tracks analytical process, investment ideas, risk framing, and decision-making from L1 through L3, building a performance record based on the work itself.
iii
Ranked before they arriveSRP invitations go to the top quarter of each cohort, so partner firms meet candidates who have already been observed, measured, and selected.
Graduate outcomes

The results speak in their own words.

Ike's TrendUp story
Ike · Winter '24 · L1 to SRP

From the L-Program to Deutsche Bank in New York

After completing the L-Program and the SRP, Ike gained buy-side experience at a partner hedge fund before landing an investment banking analyst role at Deutsche Bank.

Watch on YouTube
Bennett's TrendUp story
Bennett · '25 · L1 to SRP

A quantitative finance role before the SRP had finished

Bennett joined shortly before graduating, completed L3, and interned through the SRP. He secured a quantitative finance role while the internship was still underway.

Watch on YouTube

Hired within days of finishing the program. The CFOA and the SRP internship at Liberfield Capital gave me everything I needed to land the role immediately.

Grayson ValentePortfolio Analyst, Private Capital at Lumonic · Fall '24 (L1 to SRP)

After completing the program I secured an Analyst role on the buy-side at an $80B fund. TrendUp gave me the skills and positioning to make it happen right out of the program.

TJ HegedusAnalyst, Buy-Side at an $80B Investment Fund · Fall '22 (L1 to SRP)

The courses were based on what these guys actually do professionally, and I replicated those strategies in real life and used them in my interviews.

EricPrivate Banking, Zurich · '19 Cohort (L1 to SRP)
James Becker

What I felt was most unique is the true 1:1 mentorship that I received from actual Hedge Fund Managers. Not professors. Not TAs.

James BeckerAnalyst, HF & Prop Trading · '22 Cohort (L1 to SRP)
Nathan

I made the transition into a family office, and I have Alex and the TrendUp team to thank for that.

NathanSenior Role at Top Family Office · '22 Cohort · USMC Veteran
Sabrina

I can connect with like-minded people, and access buy-side finance professionals.

Sabrina'21 Cohort (L1 to SRP)
Kevin Zhang

It was easy to balance TrendUp while having a heavy workload at school.

Kevin Zhang'21 Cohort (L1 to L3)
Pau Grabuleda

Unlike college courses, TrendUp gave me the experience, skills and knowledge to break into finance.

Pau Grabuleda'19 Cohort (L1 to L3)
Andy

I really enjoyed the small cohort, and the instructors really seemed to focus on you.

Andy'20 Cohort (L1 to SRP)
Also from TrendUp

CFOA Direct

For candidates who only want to sit the CFOA. CFOA Direct is self-paced preparation for the ICFDT's Certified Futures and Options Analyst examination, delivered through video lessons, quizzes, and practice exams, with instant access and no application. It is exam preparation rather than a development program, so it does not include live sessions, fund manager access, or SRP eligibility.

Admission

Seats are limited. The process is simple.

Cohorts are kept small so every participant gets real attention from the fund manager. Applications are reviewed on a rolling basis, and the cohort closes once all places are filled.

iApply

Complete the short TrendUp application. No prior finance background is required for L1, only ambition and a serious interest in investing.

iiReview

Applications are reviewed on a rolling basis. Places per cohort are limited and the cohort closes once they are filled.

iiiEnroll

Approved candidates are enrolled into the Fall 2026 cohort beginning September 26 and start L1 with their class.

Not ready to apply yet?Take the Buy-Side Readiness Score, a short assessment of where you stand today and what to build next. You can also explore the Investor Personality Index.

Take the BRS assessment
Before you apply

Questions people usually ask

View all FAQ & contact
What is the time commitment and schedule?+
Approximately 3 to 5 hours per week, fully compatible with full-time work or study. Each L-course runs 3 weeks, and L1 to L3 back-to-back completes in under 3 months. Live sessions are Saturday mornings and recordings are always available.
Who teaches the program?+
All programs are designed and led by an active hedge fund manager. Other fund professionals, including data analysts and fund psychologists, also play a role throughout the program.
What does the program cost?+
Each level is purchased separately, so you pay as you progress. Standard pricing is L1 at $399, L2 at $499, and L3 at $599. Current students and recent graduates receive subsidized pricing of $199, $299, and $399 respectively. Every L3 completer receives a full first-attempt CFOA exam subsidy valued at $390. Interest-free installments are available through PayPal Pay Later.
Do I need a finance background to join?+
No prior finance background is required for L1. The program starts from the ground up and builds systematically. Many successful participants have come from engineering, law, medicine, the military, and other non-finance fields.
What is the CFOA certification?+
The Certified Futures and Options Analyst (CFOA) is a professional credential issued by the International Council for Derivative Trading (ICFDT), recognized by employers in derivatives, hedge funds, and investment management. TrendUp is an ICFDT-authorized training provider and prepares candidates for the examination.
What is the SRP and how do I qualify?+
The Specialization and Recruitment Program (SRP) is TrendUp's selective career program for strong L3 performers. Invited participants receive a 10-week analyst or trader internship at a partner hedge fund, family office, or private investment firm, plus a direct mentoring line with a senior fund professional, a personalized psychology report, and full recruitment support including resume, LinkedIn, and mock interviews. Invitations extend to the top 25% of each L3 cohort, and when additional partner seats are available, selection expands to the top third. Every SRP participant to date has secured an investment internship or role.
Can I take just one level, or do I need all three?+
Each level builds directly on the previous one, so L2 requires L1 and L3 requires L2. You can pause between levels and resume when ready. There is no obligation to continue beyond any given level, though completing L3 is what unlocks the CFOA exam subsidy and SRP eligibility.
Is the program open to non-US candidates?+
Yes. The program is fully online and has served participants from the US, UK, UAE, Switzerland, India, Hong Kong, and many more countries.
What is the difference between the L-Program and CFOA Direct?+
The L-Program is a live cohort development program across three levels, with Saturday sessions, one-to-one time with the fund manager at every level, equity research and live trading work, CFOA preparation, and SRP eligibility. CFOA Direct is self-paced preparation for the ICFDT's CFOA examination on its own, delivered through video lessons, quizzes, and practice exams with instant access and no application. Choose CFOA Direct if the credential is all you need. Choose the L-Program if you want the development experience, fund manager access, and a route to a buy-side internship.
How do I apply?+
Complete the short TrendUp application at trendupnow.org. Once approved, you will be enrolled into the next cohort. Applications are reviewed on a rolling basis and the cohort closes once all places are filled.
Fall 2026 · Now open

The next cohort begins September 26.

The application is short. L1 requires no prior finance background, and the program fits alongside university or full-time work.

Applications close when the cohort fills
Registration Form (copy)