## Supercharging the Capabilities of World Class Professionals

### COURSE OFFERINGS

Our curated collection of courses is designed to help you expand your knowledge, sharpen your skills, and grow your business. We're committed to providing financial advisors and tax professionals with the tools, education, and community they need to do world class work for the modern worker.

Whether you’re leveraging the software or interested in a standalone course to level-up your knowledge, we’ve got you covered.

## SELF-PACED CLASSES

Master tax intricacies for tech professionals and elevate your practice.

##### Tax Services for Tech Clients

Course Highlights

- Comprehensive coverage of equity compensation tax forms
- In-depth analysis of RSUs, ESPPs, ISOs, and NSOs
- Detailed breakdown of form data and implications
- Common pitfalls in tax return preparation
- Techniques to streamline services and enhance client experience

[Learn More](https://academy.trayecto.io/c/tax/)

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Do better work for clients, in less time, with more confidence.

Coming Soon

##### Equity Comp Master Class

Course Highlights

- Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.
- Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.
- Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.

[join the waitlist](https://share.hsforms.com/1WndUkbXSQiKzM1nQ9iKuvgnn3bk)

Increase confidence to tackle any tax situation and provide unparalleled value to your clients.

Coming Soon

##### Fundamentals of Federal Income Tax

Course Highlights

- Invest in your professional development today and sharpen the skills that will set you apart as a top-tier practitioner.
- Stay ahead of the curve and differentiate yourself in a competitive market by mastering the nuances of federal income tax law.

[join the waitlist](https://share.hsforms.com/1WndUkbXSQiKzM1nQ9iKuvgnn3bk)

Coming Soon

[**Fundamentals of Federal Income Tax** \
Course Highlights\
\
- Increase confidence to tackle any tax situation and provide unparalleled value to your clients. Invest in your professional development today and sharpen the skills that will set you apart as a top-tier practitioner.\
- Stay ahead of the curve and differentiate yourself in a competitive market by mastering the nuances of federal income tax law.](https://www.trayecto.io/courses#)

[Learn More](https://www.trayecto.io/software#waitlist-form)

Coming Soon

[**Equity Comp Master Class** \
Course Highlights\
\
- Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.\
- Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.\
- Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.\
- Do better work for clients, in less time, with more confidence.](https://www.trayecto.io/courses#)

[Learn More](https://www.trayecto.io/software#waitlist-form)

LAUNCHING Q4

[**Tax Services for Tech Clients**](https://www.trayecto.io/courses#)

Course Highlights

- Comprehensive coverage of equity compensation tax forms
- In-depth analysis of RSUs, ESPPs, ISOs, and NSOs
- Detailed breakdown of form data and implications
- Common pitfalls in tax return preparation
- Proactive planning strategies
- Techniques to streamline services and enhance client experience

Master tax intricacies for tech professionals and elevate your practice.

[Learn more](https://share.hsforms.com/1WndUkbXSQiKzM1nQ9iKuvgnn3bk)

Coming Soon

[SIGN-UP](https://share.hsforms.com/1WndUkbXSQiKzM1nQ9iKuvgnn3bk)

### **Cohort-Based Classes**

###### **coming in 2026**

Coming 2026

#### Equity CompENSATION MASTER CLASS

Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)

Master the Fundamentals

Risk-Free Reps with client case studies

Become a Human Capital Strategist

Three new ECMC Cohorts coming in 2026!

[Learn MORE](https://maven.com/trayecto/equity-comp)

Gain practical, actionable insights to enhance your service offerings and grow your business. This course is designed for small RIAs seeking to grow their business within the tech community, advisors aiming to master the art and science of equity compensation, and equity compensation experts looking to enhance their expertise and expand their skills with unparalleled confidence.

### Courses not for you?

Ready to access software to help you streamline equity comp analysis and model major life decisions like option exercise, job changes, and liquidity events with dynamic tax projections that identify tax under withholding at each iteration?

[REQUEST A DEMO](https://www.trayecto.io/software#waitlist-form)

# Request A Demo

Software, education, and community for financial planners serving modern workers. Schedule a demo to see how you can help clients explore the impact of their decisions on wealth creation and financial independence.

[GET STARTED](https://www.trayecto.io/software#waitlist-form)

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