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Private Money Club

Director-level ownership of a member certification program — strategy through build.

  • Program ownership
  • Certification
  • Video

01Who they are

Private Money Club (PMC) is a membership platform in the private-lending and real-estate space, where I served as Director of Tech and Director of Education.

02The challenge

Give the platform a trustworthy credential — a way to guarantee every certified member shared a baseline financial education, so “certified” actually meant something. The catch: the learners were entrepreneurs running active businesses, many with ADHD. Long, dense training would go unfinished, and an unfinished certification is worthless.

03What I did

This was bigger than a single course. PMC was building a custom learning platform, and I was part of that build — I designed the LMS itself and the processes behind how courses were produced on it, so the platform and the production pipeline fit the way we wanted people to learn. On top of that foundation, I spearheaded PMC’s certification courses end to end, including a continuing-education requirement members had to complete to keep their certification current. I deliberately designed the courses as microlearning: short, focused video lessons instead of long modules. That choice was for the audience. Busy entrepreneurs, especially those with ADHD, find a five-minute lesson approachable where a forty-minute one feels intimidating enough to skip. Short chunks meant people could learn in the gaps of their day and actually finish.

04The outcome

A certification system that set a knowledge floor for the whole platform and kept it current through ongoing CE — turning “member” into “verified, educated member.” The microlearning format made the training something people completed rather than abandoned, which is what makes a credential mean anything.


The work

A representative module from the certification, plus the design document behind the course.

Sample module

Module 3: Building a Team — the complete module. Each lesson covers one member of an investor’s team, kept to two to three minutes so learners can absorb one role at a time. A working example of the microlearning approach.

Design document

Borrower Certification — High-Level Design Document

The full course blueprint: learning objectives, module map, seat times, and design rationale.

View HLDD