01
Build the foundation first
Students begin by understanding investing, businesses, financial statements, earnings, valuation concepts, and the mechanics of the stock market before moving into trading strategies.
About CASE University
Learn the market before risking your capital.
CASE University is an investing education platform built around a simple principle: advanced strategies make more sense when the fundamentals underneath them are understood first.
The curriculum moves in sequence from investing and business fundamentals to technical analysis and, finally, options. The goal is to help learners develop knowledge, discipline, and a repeatable process for evaluating market decisions.
The CASE Learning Model
Knowledge builds in layers.
Foundation
Understand what you own.
Markets, companies, earnings, and financial statements.
Analysis
Learn how price behaves.
Structure, levels, trends, indicators, and market context.
Execution
Strategy comes after risk.
Options mechanics, risk management, and strategy selection.
Our Approach
Built around how investing should be learned.
CASE University emphasizes sequence, understanding, risk awareness, and measurable progress instead of jumping directly into complex strategies.
02
Learn how to analyze
Technical analysis is taught as a structured decision-making process using price action, support and resistance, EMAs, VWAP, volume, MACD, RSI, and market context.
03
Understand risk before strategy
Advanced strategies come after the underlying concepts. Options education includes contracts, pricing, Greeks, position risk, and trade management before scalps, swings, and LEAPS.
04
Progress should be measurable
Courses are organized into modules and lessons with progress tracking so learners can see what they have completed and what comes next.
05
Completion should mean something
Eligible completed courses can issue unique CASE University certificates that can be independently checked through the public credential verification system.
06
Education, not promises
CASE University is built to improve knowledge and decision-making. It does not promise returns, eliminate market risk, or replace personalized professional financial advice.
The Curriculum
One path.
Three stages.
Each stage builds on the knowledge developed in the one before it, creating a progression from investor to analyst to more advanced market participant.
View Full CurriculumStage 01
Investing Foundations
Learn what you are buying before learning how to trade it.
Investing basicsStocks and the marketBusiness fundamentalsIncome statementsBalance sheetsCash flow statementsCompany analysis
Stage 02
Technical Analysis
Develop a repeatable framework for reading price behavior and market structure.
Price actionSupport and resistanceEMAsTrend structureVWAPVolumeMACDRSI
Stage 03
Options Trading
Advance into derivatives only after developing the underlying market foundation.
Options fundamentalsCalls and putsPricing and GreeksRisk managementScalpingSwing tradingLEAPS
A Better Starting Point
You don't need to know everything to begin.
You need a clear place to start, a logical path forward, and enough understanding to know why you are making a decision before putting money behind it.