Faith-based investment education platform SurgeU offers a distinctive option for those seeking to navigate today’s markets amid an economy where many inflation-weary Americans feel angst over the future of their portfolios.
The platform, which offers live and on-demand classes, merges market analysis training with mentorship and regular worship sessions for spiritual support.
“The strong community that develops when a group of like-minded Christian investors comes together to learn and grow and support each other is so powerful,” notes Jeremy Nosek, chief strategy officer for SurgeU.
SurgeU’s students can complete live or on-demand videos before attending interactive practice labs, which have low student-to-teacher ratios. Students receive guidance while applying concepts in a simulator called Trade Analyzer.
SurgeU Reviews Highlight Community Support
Student Steven D. from Renton, Washington, raved about the thoroughness of the SurgeU curriculum. “The interactive practice sessions are wonderfully helpful,” he wrote in a SurgeU review.
He particularly commended instructor Kayla Albin’s teaching style, noting “her pace, communication, and expertise are fantastic.”
Leah A. from Georgetown, Texas, shared: “The live and practice labs are the best to ask questions and get instant feedback. The trainers share their experiences and use them to help educate us on some of their best practices in trading.”
Student Pamela K. from Chicago, Illinois, shared how SurgeU helped her return to trading after personal tragedy. “God is using Surge to reignite my passion for trading … I believe Surge is God’s way of restoring my financial stability and offering me a way out of my struggles,” Pamela wrote.
Practical Market Analysis Tools
SurgeU equips students with various technological tools. The platform offers a Trader’s Toolbox complete with Trade Analyzers — SurgeU’s trading simulator that lets students try their hand at risk-free trading stocks, futures, and options. And there’s an Expert Picks section where students can see in-depth analysis of a stock’s performance. New expert picks are dropped weekly.
In its Trade Plan Essentials course, students are guided in developing a comprehensive trading road map — one that transforms financial goals into actionable strategies. “The first thing students are often surprised to discover is that the financial products and strategies that Wall Street banks and institutions use for their own money are often very different from what is sold to Main Street investors like us,” Nosek explains. “There is a whole world of new asset classes, investment vehicles, and trading strategies that students are opened up to that can create an aha moment that forever changes how they look at opportunities in the financial markets.”
Student Nancy King from Winter Haven, Florida, appreciated the flexibility to revisit course material. “Being able to enroll on the next class (as many times as needed) is very convenient,” she shared in a SurgeU review. “Both instructors are excellent and it has been super helpful to learn from both of them as they bring different perspectives.”
Student Heidi B. of Hopkinton, Massachusetts, praised instructor Brock Pierce’s systematic approach to teaching. “He helped to take the mystery out of trading and simplified it into process steps,” Heidi B. wrote in a SurgeU review. “He reminded us that trading is a marathon and not a sprint and he provided us with the basics and the necessary steps to follow to begin the race.”
SurgeU’s Student Body Is Diverse
The platform often attracts students primarily in the 40 to 60 age range who seek better returns for retirement or ways to supplement retirement income. However, it’s open to an even broader span of ages for those seeking to boost their financial knowledge.
You must typically be at least 18 years old to open a brokerage account and directly participate in the stock market. For the older set, some SurgeU students are passing down the financial knowledge they’re gaining at SurgeU.
“We’ve had students that are under the tutelage of their parents,” says Steve Albin, SurgeU vice president. “Who are trading and loving it and wanting to really grow in that area. So, it’s been fun to watch different households where there is a father and a son or two generations that are taking the education together. So to me, I don’t see any challenges at all. I just see really cool fulfillment. It’s fulfilling for them.”
