Learning module Course Overview

Course 1: Financial Security System

  • Pre Module Evaluation
  • The Role of Insurance In a Financial Plan.
  • Insurance overview
  • Is your Income protected?
  • What Is Your Most Valuable Asset?
  • Disability Insurance Calculator
  • Disability Terms
  • Costly Insurance Mistakes
  • What Is life Insurance?
  • Life Insurance Checklist
  • Life insurance calculator
  • What You Need To Know About Health Insurance
  • Understanding Flexible Spending Accounts
  • Post Module Evaluation

This module is available individually or as a part of a bundle.

Course 2: Cash Flow Control

  • Cash Flow Control Pre Module Evaluation
  • What Is Your Mindset About Budgeting?
  • 5 Keys To Better Budgeting
  • 5 ways to Find More Money
  • Finding Money Worksheet
  • Envelope System
  • Finding your Sweet Spot
  • Budgeting Template
  • Debt reduction strategies
  • Your debt reduction plan
  • Loan Calculator
  • Weekly Financial Calendar
  • Post Module Evaluation

This module is available individually or as a part of a bundle.

Course 3: Super Saving System

  • Pre Module Evaluation
  • What To Do With The Leftovers
  • Savings Objectives Worksheet
  • Things To Consider When Planning Emergency Savings
  • Little Ways to save Big
  • Little Ways to Save Big Worksheet
  • Monthly Savings Calculator
  • What Is A Credit Score?
  • Why Is My Credit Important?
  • 5 Steps To Fix Your Credit Score Fast
  • Loan Comparison
  • Making Rewards Programs Work For You
  • The Difference Between Saving And Investing
  • Important Savings Terms
  • Entertainment Spending Guide Checklist
  • Shopping Guide Checklist
  • Household Saving Checklist
  • Vacation Saving Guide Checklist
  • Food Spending Guide Checklist
  • Super Savings System Post Module Evaluation

This module is available individually or as a part of a bundle.

Course 4: Retirement & Investing

  • Investing Pre Module Evaluation
  • The Value of Advice
  • Risk And Reward
  • What Kind of Investor Are You
  • Risk Tolerance Questionnaire
  • Don’t Put All Your Eggs In One Basket
  • Getting to Know Mutual Funds & ETF’s
  • IRA For Everyone
  • What Is A 401k
  • Roth Or Traditional 401k
  • 401k Checkup
  • When You Leave Your Job
  • What Is Inflation And Why Investing Matters
  • Focus on Retirement
  • Asset Positioning
  • Asset Positioning Worksheet
  • Asset Positioning Tax Chart
  • Asset Positioning Distribution
  • Asset Positioning Distribution Example Chart
  • Will I Ever Be Able To Retire?
  • The 4-Box Strategy
  • How To Create A Guaranteed Paycheck At Retirement
  • Easing The Path To Education Funding
  • Understanding 529 Plans
  • College Savings Options
  • Taking You To School
  • Should I Buy That Hot Stock?
  • Net worth Statement
  • Post Module Evaluation

This module is available individually or as a part of a bundle.

Course 5: Leaving Your Legacy

  • Pre Module Evaluation
  • Forever or Forgotten
  • What You Need To Know About Wills And Trusts
  • Bringing the trust to life
  • What’s in my trust package?
  • Ready to get started
  • Changing your mindset about generosity
  • How we give
  • My giving back worksheet
  • Post Module Evaluation

This module is available individually or as a part of a bundle.