Three courses, one goal: more money, less taxes.

Every course teaches the same core strategies. What changes is how much live teaching, support and coaching you get. Start small and move up when you're ready; what you've paid always counts toward the next step.

Comparison of the three Perfect Portfolio courses
FeatureSelf-Paced Video CourseLive 8-Week CourseMastermind
Price$599or 4 × $149.75 with Klarna$2,487or 2 × $1,275, or 3 × $899$24,995or 2 × $12,625, or 3 × $8,499
FormatEight 1.5 hour pre-recorded classesEight 1.5-2 hour live online classes on ZoomTwo years of coaching and mentoring
WhenAny time, at your own paceFour times a year, Wednesdays 5 PM Pacific / 8 PM EasternOngoing, plus every live class free
SupportKnowledge tests and the student communityLive Q&A, private WhatsApp group, two mentorship Zoom sessions with MarkPersonal coaching from Mark and his team, private WhatsApp group
Who it's forAnyone, at their own paceAnyone who wants live teaching and supportAccredited investors (ask us if you're not sure)
Upgrade creditCounts toward Live or MastermindCounts toward MastermindEarlier course fees are credited

Which course is right for you?

Answer four quick questions and we'll recommend a course. No email needed to see your result.

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How much do you have saved and invested, not counting your home?
What would you like to spend on learning this year?

Pre-Recorded Learn-at-Your-Own-Pace Video Course

$599or 4 easy payments of $149.75 using Klarna

Unlock your financial potential and secure your future with the Perfect Portfolio course, on your own schedule.

Get started with the Video Course

What you'll get

  • Eight 1.5 hour pre-recorded video classes led by best-selling author Mark Quann
  • PDFs of all slides used in each class
  • Additional information sheets and FREE chapters from Mark's books
  • Knowledge tests for each class

Live 8-Week Video Course 2.0, taught by Mark Quann

$2,487Pay once, or over 2 or 3 months

Next Live Course starts Wednesday, January 13, 2027
Wednesdays, 5 PM Pacific / 8 PM Eastern.

What you'll get

  • 8 week course of eight 1.5-2 hour long LIVE online class sessions led by Amazon best-selling author Mark Quann
  • Course is run four times a year, max 50 students per class
  • Open invitation to attend FOR FREE as many future class sessions as you'd like
  • Ability to ask questions and clarifications during each class
  • 8 knowledge test quizzes
  • Access to a private The Perfect Portfolio Alumni WhatsApp group to chat and discuss with other alumni and instructors
  • Two free mentorship Zoom sessions with Mark Quann (one 30 minute session at the start, one 60 minute session at the end of the course)
  • Invitation to all future Mastermind seminars at discounted rates (Bitcoin/crypto, advanced strategies, real estate strategies, etc.)
  • Affiliate referral program for referring new students (earn 10% of tuition paid)

Upcoming classes

The first three weeks are open sessions. Paid classes begin in week four, and if you join late we'll send you any class you missed.

  • Next cohortJanuary 13, 2027First paid class February 3
    Last class March 10
  • April 7, 2027First paid class April 28
    Last class June 2

Mastermind Course & Consulting with Mark Quann

$24,995Pay once, or over 2 or 3 months

Two years of coaching and wealth strategy mentoring sessions, designed for high-income earners, business owners, and serious investors who are ready to take control of their financial future.

For accredited investors. The Mastermind is designed for accredited investors. Generally that means income over $200,000 ($300,000 with a spouse) in each of the last two years, or a net worth over $1 million not counting your home. Not sure whether you qualify? Contact us and we'll help you work it out.

Mark Quann with arms crossed

Get the dates when enrollment opens

Leave your name and email and we'll let you know four weeks before the next Live Course starts. We'll also send you Mark's free tax guide.

No spam, unsubscribe anytime.

Get a sneak peek into the Live Course

Curious about how The Perfect Portfolio can change your approach to investing, tax strategies, and wealth building? Watch a full free class led by course creator Mark J Quann. It introduces the core principles and strategies we teach.

Watch the first-class recording on YouTube

Free class: How Everyday Americans Can Pay Zero TaxesFull recording, about 74 minutes