Curriculum

3 Chapters · 22 Lessons

  1. 1

    Roadmap

    1. (Included in full purchase)

      2025 - 2028 Road Map

    2. (Included in full purchase)

      2028 - 2032 Road Map

  2. 2

    Financial Health Exam (Optional)

    1. (Included in full purchase)

      Introduction to the Financial Health Exam

    2. (Included in full purchase)

      Examples of Question and Explanation

    3. (Included in full purchase)

      Financial Health Exam

    4. (Included in full purchase)

      Financial Health Exam Scoring System

    5. (Included in full purchase)

      Budget Worksheet: Use a budget to help pay your bills and save for goals or emergencies.

  3. 3

    Chapter 0.0.0: Prerequisites

    1. (Included in full purchase)

      Objective Overview

    2. (Included in full purchase)

      Lesson 1.0: Practical Assignment - My Financial Goals

    3. (Included in full purchase)

      Lesson 2.0: Gathering Financial Documents

    4. (Included in full purchase)

      Lesson 2.1: Reflection Questions

    5. (Included in full purchase)

      Lesson 2.2: Organizational Assignment

    6. (Included in full purchase)

      Lesson 3.0: Setting Up Basic Financial Accounts

    7. (Included in full purchase)

      Lesson 3.0.1: Setting Up Basic Financial Accounts (Video) PT 1

    8. (Included in full purchase)

      Lesson 3.0.2: Charles Schwab - Margin

    9. (Included in full purchase)

      Lesson 3.0.3: Charles Schwab - Margin PT2

    10. (Included in full purchase)

      Lesson 3.1: Reflection Questions

    11. (Included in full purchase)

      Lesson 3.2: Practical Assignment - Live Paper Account (optional)

    12. (Included in full purchase)

      Lesson 4.0: Key Financial Terms Matching Quiz: Vocabulary Basics

    13. (Included in full purchase)

      Lesson 4.1: Glossary of Investment Terms PDF

    14. (Included in full purchase)

      Lesson 5.0: Establishing a Support System

    15. (Included in full purchase)

      Lesson 5.1: Establishing a Support System – Correct Practices and Explanations