PROGRAM STRUCTURE
A cohort-based market literacy program
Fundamentals Labs is delivered as a time-bounded cohort for instructional, academic, and research use. This page describes how a cohort works, who does what, and what partners receive during and after the cohort.
What a cohort is
A cohort is a defined access window for a defined group of learners, typically aligned to a module, term, or supervised learning period.
- Duration: typically 6–10 weeks or a semester (partner-defined)
- Access: cohort link or QR code distributed by the institution
- Usage: students read primary disclosures (SEC filings) with optional AI help
- Outputs: cohort summary and (if applicable) budget-to-actual for the period
Roles and responsibilities
University partner
Runs the cohort locally
- Chooses cohort window and learner group
- Distributes the cohort link/QR code
- Sets classroom expectations and usage norms
- Optionally enables a brief feedback pulse
Fundamentals Labs
Delivers program and platform
- Provisions cohorts and access controls
- Maintains the learning environment and tooling
- Provides partner support during the cohort window
- Produces cohort reporting outputs (aggregate)
Fiscal sponsor or funder
Funds access and receives reporting
- Funds student access and AI compute (if applicable)
- May specify reporting preferences or restrictions
- Receives cohort reporting and (if applicable) budget-to-actual
Cohort lifecycle
- Setup (pre-cohort): define the cohort window, seat count, institution name, and optional instructor point-of-contact.
- Launch: partner distributes a cohort link/QR code; students self-join.
- Learning period: students read primary disclosures and use optional AI assistance for terminology, structure, and context.
- Support: partner has a clear point of contact for operational issues and cohort readiness (no extra admin systems required).
- Closeout: cohort summary delivered; optional debrief call if desired.
- Renewal: re-run the template for the next term with minimal changes.
What partners receive
During the cohort
- Provisioned access for the cohort window
- Classroom-friendly onboarding (link/QR)
- Primary disclosure materials presented for educational use
- Optional assistive AI for comprehension (learner-initiated)
After the cohort
- Cohort summary report (aggregate usage + adoption signals)
- Optional feedback pulse summary (if enabled)
- Reporting format alignment for sponsor needs (when requested)
For measurement definitions, see Metrics & evaluation.
Guardrails
Educational use only
- No trading features, brokerage services, or market execution
- Not designed for investment recommendations, stock picks, or predictive outputs
- AI assistance is limited to comprehension: definitions, structure, and context
- Reporting is aggregated; no individual learner scoring or performance evaluation