Membership Journey

BE THE ARCHITECT OF YOUR FINANCIAL LIFE

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DRAW UP YOUR PLANS

Design your path to achieve your goals. Begin your membership journey with an Onboarding Call to discuss your wealth management and membership aspirations. Receive a ‘tech tour’ and review the programme calendar with us, to help you plan ahead.

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LAY THE FOUNDATIONS

Master the Basics of Finance by taking the Foundations Course. Ignite your interest in finance, build the platform for your journey and gain a new support structure.

ADD BUILDING BLOCKS

Building Block courses help you solidify your financial knowledge with a deep dive into some of the subjects covered in Foundations or an exploration of the latest financial concepts and buzzwords. They also provide practical information on the complexities of managing significant wealth.

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DESIGN THE STUDY, MAINTAIN THE FOCUS

Study sessions are short, laser-focused classes to maintain the gains that you’ve made in your financial knowledge.

LET THE LIGHT IN. IGNITE IDEAS AT SPARK SESSIONS

Spark Sessions are webinars with guest speakers on topics around finance or wealth management with broader appeal. For both members and non-members.

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ADD FEATURES AND
MAKE IT YOUR OWN

Personalise and increase the value of your membership by taking advantage of The Beam’s resources and tools.

GATHERINGS: YOUR MEMBERS' LOUNGE

Fun, casual meetups so that you can build connections with other members in The Beam Network community.

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CHECK IN WITH YOUR ENGINEER, THE BEAM

Every 6-months, The Beam will reach out to you to schedule a check-in call. During this call, we will assess your goals, review how you are using The Beam, and discuss ways in which we can best support you.

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“[Before joining The Beam Network], I didn’t think I had the head for finance but I realised that the wrong people were explaining it to me." 

- CH, Miami

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BECOMING A MEMBER

When you become a member of The Beam Network you join a very special community of women and have access to our proven educational and wealth management tools. 

 

We designed our verified, invitation-only membership process to provide a truly private, safe, and open space for you. 

 

Learn more about membership in our FAQs.

 
 

WHAT OUR MEMBERS ARE SAYING...

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MEMBERSHIP APPLICATION

APPLICATION

 

Thank you for your interest joining The Beam Network. 

We will send you an online application to complete. 

DISCUSSION

Schedule a discussion with one of the Co-founders so that we can understand your needs and introduce you to what we offer.

SUPPORTING DOCUMENTS

Verify your identity and assure a safe space for our members by providing a letter from your wealth advisor, banker, lawyer or accountant.

INVITATION

 

Once your application is approved, you sign our community pledge and are invited to join The Beam Network.

GOALS

 

You have an onboarding meeting so we can learn more about your goals and suggest a bespoke plan that will help you achieve them.

YOUR JOURNEY BEGINS

Welcome to The Beam Network! Start engaging with other members, learn from our array of educational opportunities, attend member events and take our flagship Foundations course.

We provide more information in our FAQs, and other details will be covered during your application process.

 
 

OUR GLOBAL REACH: WE ARE A COMMUNITY OF MEMBERS ACROSS THE WORLD

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REGISTER YOUR INTEREST
IN BECOMING A MEMBER

Thank you for registering your interest. We will get in touch with you shortly.