Explore our program breakdown and understand how you can acquire practical investment skills, become CFOA certified, and gain access to positions in Investment Finance
Prerequisites: Ambition, drive, and a strong interest in investment strategy.
Course Goal:
To help you develop a solid knowledge and skill base to identify strategic investment decisions quickly using the four schools of analysis: fundamental, technical, event-driven, and volatility analysis.
Course Content at a Glance:
In 3 weeks, you will learn about financial markets, trading tools and concepts, the four methods of analysis, and well as trade development. The L1 course includes a live stock pitch session with an investment fund manager, a leverage exercise, assessments, and one-to-one time with a hedge fund professional — on top of lectures, notes, and forums.
Weekly Commitment: approximately 3-5 hours, fully compatible with full-time study and/or work (see FAQ)
Course duration: 3 weeks (see program calendar)
Fees: $399 ($199 if you qualify for student discount). Financing options are available.
Prerequisites: L1 Course
Course Goal:
To help you unleash the power of derivatives through option strategies, thereby allowing you to build trades with superior risk/reward and profit probability regardless of the situation.
Course Content at a Glance:
Following L1 course completion, participants will progress to L2, which will focus on strategy in a more applied, hands-on approach. You will learn about options strategies, directional and non-directional derivative techniques, and how to assess and calculate success probabilities as well as risk/reward scenarios in this three-week course. Our fund managers will also share how they implement these different strategies in their own funds.
Weekly Commitment: approximately 3-5 hours, fully compatible with full-time study and/or work (see FAQ)
Course duration: 3 weeks (see program calendar)
Prerequisites: L2 Course
Course Goal:
The final course of the development program, L3, will train you for a successful entry into the investment world. This course will teach you complex futures-based derivatives, futures contracts, trade and risk management skills, as well as hedge fund strategies. The course will round out the skills and techniques you have learned throughout the program and apply them to practice, replicating the environment of the industry.
Course Content at a Glance:
L3 puts everything you’ve learned throughout the L-levels into practice and has a strong focus on replicating the trading environment in a hedge fund. On top of exploring futures contracts and complex futures-based derivatives like options on futures, you will dive deep into different strategies used by hedge funds. You will learn how to master trade management skills, and find alpha through different angles (macro, arbitrage, event-driven etc). L3 gives us the opportunity to closely observe your investment ideas, skills, and actions, allowing us to identify your areas of strength and guiding you towards the right type of investment strategy.
Weekly Commitment: approximately 3-5 hours, fully compatible with full-time study and/or work (see FAQ)
Course duration: 3 weeks (see program calendar)
Prerequisites: L3 Course for full subsidy
The Certified Futures and Options Analyst (CFOA) is offered by the International Council for Derivative Trading (ICFDT) a global initiative of leading industry professionals and institutions from North America, Europe, and Asia. The CFOA was created to offer a specialized credential for professionals and independent investors in the options and futures markets. It is currently the only certification focused exclusively on financial derivatives.
Attempting the CFOA exam is optional for all L3 participants. L3 graduates (with a satisfactory score on the L3 final assessment) will be able to take the CFOA exam for free.
Prerequisites: L3 Course
Following completion of the L-program, the cohort’s top performers are invited to join TrendUp’s Specialization and Recruitment Program (SRP). The SRP consists of a 10 week analyst/trader internship at one of our partner firms (we’re able to offer both remote and F2F internships, as well as part-time and full-time options), as well as a direct mentoring line, personality assessment, and recruitment and career consulting.
This program is designed to help our top participants immediately stand out from other job applicants in Finance. It gives you the skills, experience, and preparation needed to significantly boost your profile, increasing your employment prospects in this extremely competitive field.
Our objective is to make a real impact for our students. Learn what our past participants have to say about their experience with TrendUp Now.
A TrendUp Now 2022 summer cohort graduate, currently working as an Analyst in the buy-side at an $80B fund after securing the position upon completion of the program.
A TrendUp Now 2022 winter cohort graduate, now working as an investment banking closing analyst at Woodbridge International.
A TrendUp Now 2023 spring cohort graduate, now working as a wealth management analyst at BMO Wealth Management.
Submit a TrendUp application
Complete our TrendUp application. Fill out your contact information in the first form (takes < 30s). You will be redirected to the second form where you answer a few questions about your interest in the program. This will include a quick pre-test to help us assess your current investment knowledge (takes 3-4 min).
Make payment to confirm cohort spot
If you qualify for self-enrollment, you will be given the choice to secure your spot right away by making a payment on the spot. If you do not quality for self-enrollment, you will receive a payment/enrollment email in the next few days if you are accepted into the program.
Since we want to make sure the cohort stays small for the best possible learning experience, we recommend enrolling as soon as possible. We confirm spots upon payment and they are always first come first serve.
Visit our Financing page if you are interested in exploring our payment plans and financing options.
Make the most out of the TrendUp program
The TrendUp program is an opportunity to network with other bright minds, ask investment/professional questions, and learn life-long investment knowledge from an investment fund manager. This is an opportunity not provided anywhere else, so we highly encourage you to stay engaged throughout the entire TrendUp program and actively participate in our growing community.
Now Accepting Fall'24 Applications
L1 Start Date: September 28, 2024 (see Program Calendar)
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Course content:
Trading The Markets
Quantitative Fundamental Analysis
Qualitative Fundamental Analysis
Technical Analysis
Event-Driven Analysis
Volatility Analysis
Investment Strategy
Course includes:
Weekly Commitment: 3-5 hours, fully compatible with full-time study and/or work
Course duration: 3 weeks (see program calendar)
Price: US $399
Course content:
Options contracts
Option Pricing and Characteristics
Directional Derivative Strategies
Non-Directional (Market-neutral) Derivative Strategies
Order Entry and Close
Probabilities of Success
Trade Management
Course includes:
Weekly Commitment: 3-5 hours, fully compatible with full-time study and/or work
Course duration: 3 weeks (see program calendar)
Price: US $499
Course content:
Futures Market
Options on Futures
Trade Management
Hedge Funds
Hedge Fund Strategy
CFOA Certification Prep
Course includes:
Weekly Commitment: 3-5 hours, fully compatible with full-time study and/or work
Course duration: 3 weeks (see program calendar)
Price: US $599
Current students:
You must be enrolled in a 4-year university, either as an undergraduate or graduate student (no specific degree or field of study required).
Recent graduates:
You must have graduated from a 4-year university within the past year (again, no specific degree or field of study required).
Ex. if your graduation date was in May 2022, you won’t be eligible for the Sep 2023 start date. However, you will be if you graduated in Dec 2022.
Student pricing: L1 $199, L2 $299, and L3 $399.
