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CAPITAL ACADEMY is a platform designed for everyone to master finance and trading. We make the process of learning these skills easy, exciting, and enjoyable. Our mission is to empower individuals—women and men, adults and young people—to advance in their careers. Together, we can transform the world!

Delivering the Finance Skills and Tools to Succeed

WorldWide

On-Demand Lessons

Courses

Who We Are

Capital Academy is the premier global provider of training and productivity tools for finance and banking professionals. Capital Academy offers the skills, certifications, CPE credits, and resources necessary for anyone—from beginners to experienced professionals—to advance their career in finance and banking.

Capital Academy mission, vision,values,culture & Ethical Conduct

 Our mission
Our vision
Our culture
Ethical Conduct
Our philosophy
Our Value
At  CAPITAL ACADEMY, our mission is to elevate the skills, knowledge, and productivity of finance and banking professionals globally. To achieve this, we focus on:
• Providing individuals with the content, training, and tools they need to  advance their careers.
• Offering organizations effective solutions to enhance employee  performance, boost productivity, and reduce turnover..
Our vision is for Capital Academy to be a lasting resource for finance and banking professionals worldwide as they forge their path to success. We strive to support every professional’s career journey with high-impact solutions. We achieve this by prioritizing our customers' needs and providing valuable resources for every professional, at any stage of their finance career—now and in the future.
We are recognized for our dedication to helping finance and banking professionals—from aspiring individuals to seasoned experts—advance their careers globally. Believing that our collective success is built on the success of each person, we cultivate a work environment that balances individual well-being with high performance. While our team operates worldwide, our headquarters are in Vancouver.
Capital Academy requires our team, instructors, and certificate holders to uphold the highest standards of professional performance and ethical conduct towards clients, employing firms, the profession, and the public.CAPITAL ACADEMY requires Our team and Instructors & And our certificate holders to uphold the highest principles of professional performance—and of ethical conduct toward clients, employing firms, the profession, and the public
Clients of Capital Academy have grown to anticipate and should anticipate:

-Honesty:
 Every suggestion and action taken on your behalf will aim to meet your needs and achieve your objectives with your best interests at   heart.   We offer all supporting details, uphold transparency, and fully disclose any third-party relationships we engage in while serving you. As   the   cornerstone of all meaningful relationships, we work to earn and maintain your trust through our integrity, competence, and service.

-Impartiality:
 We follow an open architecture concept. There is no one-size-fits-all plan, product, or set of strategies for all clients. While some   similarities   might exist, our suggestions will be tailored to your unique situation with a planning-first approach to best meet your goals and   needs.

-Professionalism:
 Capital Academy adheres to the highest ethical standards as outlined in the Certified Financial Planners Board of Standard's   Code of Ethics   and the new Department of Labor guidelines to act in the clients’ best interest. Each advisor and staff member is committed to   continuous   improvement through ongoing education, achieving professional designations/certifications, and active involvement in financial   services   industry associations.

-Innovation:
 Today's market is filled with an overwhelming number of choices. Thus, timely, accurate, and user-friendly information is essential   for making   well-informed decisions. Capital Academy uses a network of technical specialists and cutting-edge analysis to provide the breadth   of the   global financial markets in a clear and concise manner. We pledge to invest in, grow, and partner with companies and processes to   achieve   the best overall client experience.

 At Capital Academy, our highest aspiration is for you to become a long-term client whose goals and needs have been fully met through your   trust and confidence in us. We understand that building this kind of relationship takes time, diligent effort, keeping our promises, and   exceeding your expectations whenever possible. Above all, as our valued client, you will know how much we care.

 Unless otherwise specified, associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and   investment advisory services are provided through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC) and registered   investment advisor. Insurance is offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial   Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information is available at www.LFG.com.   Capital Academy is not an affiliate of Lincoln Financial Advisors Corp. CRN-3629643-061121

 We do not offer legal or tax advice. The information on this site is intended for informational and educational purposes. We encourage you to   consult with a legal or tax advisor regarding any legal or tax information as it pertains to your personal situation.

 Capital Academy Benefit Services, LLC is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

What we do:

Our mission is to enhance the skills, knowledge, and productivity of finance and banking professionals. We provide practical, real-world skill development, expert-led training, interactive lessons, on-the-job tools and resources—all on demand.

We Are Analysts, Bankers, Trainers, and Creators

Our team boasts extensive collective experience in finance and banking, training, online learning, and software development. We are passionate about equipping finance and banking professionals at any level, anywhere, with the skills, confidence, and tools needed to advance their careers.
Board& Governance
CA Instructors
Leadership Team
Our Team

Setting our strategic vision is the main responsibility of Capital Academy board of directors.

CAPITAL ACADEMY is governed by a 9-person board dedicated to our goal of growing and supporting a more diverse workforce within the financial advisor profession through scholarships.

A 9-member board of directors governs Capital Academy. The board includes four officers, a past chair who serves one additional office term, and the executive director, who holds an ex-officio role on the board. All board members are volunteers offering their time and leadership in the interest of helping our association—and our members—evolve and advance our profession.

Board members are selected through a nominating process that helps ensure that as a group, the board brings a rich cross-section of experience and represents a breadth of industry voices.
All board members are actively working in financial advice and wealth management in roles from practitioners to researchers to academics. They bring a variety of perspectives—from independent firms and regional brokerages to large wirehouses and global banks.
To ensure the efficacy of our strategic initiatives, the board receives input from closely connected Capital Academy volunteer committees. These committees provide valuable feedback and perspective from active members, covering sections such as certification, conferences, and wealth management.

Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


We Are Analysts, Bankers, Trainers, and Creators

Our team has extensive collective experience in finance & banking, training, online learning and software development. We're passionate about empowering finance and banking professionals anywhere, at any level, with the skills, confidence, and tools to advance their careers.

Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Our Instructor-Practitioners

Our instructors are former investment bankers who give training real-world context by connecting it to their own experience on the desk. They focus on practical skills and teach financial modeling the way it’s done at top financial institutions and experienced investment bankers, private equity

and investment professionals with deep expertise training professionals at the world's top financial institutions

Chris Morgane 

 Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 

 Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 

 Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 

 Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 

 Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Chris Morgane 

 Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management

Capital Academy team are experienced investment bankers, private equity

and investment professionals with deep expertise training professionals at the world's top financial institutions

Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


Chris Morgane 

GM.

Financial Advisor, Vice President, and Senior Investment Management Consultant, Morgan Stanley Wealth Management


CAPITAL ACADEMY SUCCESS MAP

2021 - 2022  The Begining

 Capital Academy was established to provide accessible, high-quality finance education. Inspired by seasoned professionals, the academy offers practical training, expert-led courses, and interactive learning to empower finance professionals worldwide.

2022 - 2023 The StartUp

Capital Academy began as a startup with a mission to revolutionize finance education. Founded by experienced finance professionals, it offers practical, expert-led courses designed to provide accessible, high-quality learning for finance enthusiasts and professionals alike.

2023 - 2024 Building Our Platform

Building the Capital Academy platform involved a dedicated team of finance experts, educators, and software developers. They collaborated to create an intuitive, user-friendly e-learning experience, integrating advanced technology to deliver practical, expert-led courses and interactive lessons tailored for finance professionals.

2024 - 2025 Publishing

The launch of Capital Academy marked a significant milestone, as the platform went live to offer its first set of courses. With a focus on accessibility and practical learning, the academy was well-received by finance professionals eager to enhance their skills through expert-led, interactive lessons.

Trusted by Finance and Banking Professionals Around the World

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A Global Bench of Experienced Faculty.

75+ Highly Specialized Instructor-Practitioners.

The instructor is the key to a successful classroom experience, yet many training companies use lower cost

non-practitioners. We are experienced investment bankers, private equity and investment professionals. 
10 years experience in real estate, private equity, and investment management. She started her career working for large financial institutions Lincoln Financial Group and PGIM Real Estate. She then transitioned to focus on urban real estate markets as a commercial real estate Broker and Consultant. Karine holds a BA and MA in Economics from Rutgers University.
Michael Gibson
Michael was Director of Product Development at DICK’S Sporting Goods, Inc. Prior to attending business school, he was an Associate at Warburg Pincus, a global private equity firm with more than $44 billion in assets under management. He began his career at PJ Solomon, a boutique investment bank, as an analyst advising clients primarily on M&A transactions. He is a graduate of the University of Pennsylvania and holds an MBA from Harvard Business School.
JOE MARRI
Most recently, Jessica was an associate in the Carlyle Group's U.S. Buyout Consumer & Retail group, where she focused on evaluating investments, building valuation models, conducting financial analysis and diligence and managing portfolio companies within the consumer and retail space. Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. 
BERNIE SANDERS
"I highly recommend Luisa as a life and career coach. In our work together focusing on my career transition and she offers me concrete tools, processes and plans of action to enable personal  growth, change and resilience"  Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. 
Michael Gibson
"I highly recommend Luisa as a life and career coach. In our work together focusing on my career transition and she offers me concrete tools, processes and plans of action to enable personal  growth, change and resilience"  Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. 
Michael Gibson
"I highly recommend Luisa as a life and career coach. In our work together focusing on my career transition and she offers me concrete tools, processes and plans of action to enable personal  growth, change and resilience"  Before Carlyle, Jessica was an analyst in the Financial Sponsors Group at Morgan Stanley, where she advised private equity clients on buy-side, sell-side, public offerings and refinancing opportunities, participating in all transaction phases and all industries. 
Michael Gibson

Our vision is to be rewarded for the provision of learning products and services that provoke authentic,comprehensive, continu our creative and challenging learning experien
 We want future learning, now.

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