This program was designed to give you the knowledge you need to make informed decisions and help you create your personal financial plan. Throughout the program, you will do some reading, self-reflection, exercises and pop quizzes to test your knowledge of the content in each module. Once finished, you can earn a certificate by passing a final quiz.

When you understand how finances work and what options are best for you, you will be better prepared when meeting with your financial advisor. To get started, click on the link below and purchase the Personal Financial Planning Step by Step program for $39.95, giving you 3 months access. If you need more time, you can purchase the program again and continue from where you left off.

Skills You Will Learn

  • Goal setting
  • Debt Management
  • Investments and Savings Techniques
  • Insurance and Estate Planning
  • Peace of mind
  • So much more…