WhiteBoard Finance University
WhiteBoard Finance University is for anyone building long-term wealth. Learn personal finance and investing fundamentals step by step.
Teardown
How this community works
- Pricing
- $10 a monthWell below the money & investing median of $25.
- Size
- 831 membersBigger than 60% of the money & investing communities indexed here.
- Revenue ceiling
- $8,310 a monthIf every member paid the listed price. Free tiers, discounts and churn are not visible from outside.
- Format
- 2 paid tiers
- Platform
- Circle
- Category
- Money & Investing
- Last verified
- 6 October 2026
Steal this
- 2 paid tiers: one price for access, another for proximity. Worth copying once you know which members want more of you.
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About WhiteBoard Finance University
WhiteBoard Finance University is for anyone building long-term wealth. Learn personal finance and investing fundamentals step by step.
Why you should join: A structured course from Marko Zlatic on budgeting, saving, debt management and long-term investment strategy, built on disciplined thinking rather than speculation. $10 a month or $100 a year.
Tiers and products
Notes
Teardown notes
The one-liner
A low-cost personal finance course for long-term wealth building.
What they actually sell
WhiteBoard Finance University is run by Marko Zlatic. Its own pitch: "Comprehensive personal finance and investing course for long-term wealth building." The public offer sits at $10 a month or $100 a year. WhiteBoard Finance University is an online education program designed to teach investing and personal finance fundamentals in a structured format. The curriculum covers core topics such as budgeting, saving, debt management, and long-term investment strategy. The offer is easy to understand in one read, which is half the job of a sales page.
Who pays and why
People who want to understand money and invest for the long term. The pull is simple frameworks. They pay for a structured curriculum on budgeting, saving, debt and investing. The emotional pull is being around people chasing the same thing, which matters as much as any single lesson.
Where the members come from
Public Circle discovery copy and Marko Zlatic's listing appear to be the front door. Linked social proof on the page is thin, so growth reads as brand-and-listing led rather than a giant media funnel. Exact audience sizes beyond the member count on the card stay off the lander.
What's holding it back
A course with a fixed end needs a reason to keep paying.
Steal this
Sell discipline and long-term thinking as the antidote to speculation.
Would this work in another niche?
Yes for other money topics such as retirement. Weak for fast-trading audiences.
Written 6 October 2026
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