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Financial Foundations Course
Welcome
Welcome
Lesson 1 - Success Fundamentals
Unit 1 - Chasing Performance
Unit 2 - Buying High, Selling Low...Human Nature (following the Herd)
Unit 3 - Your Own Index of Success
Unit 4 - Risk and Volatility
Lesson 2 - Pursuit of Values
Unit 1 - Alignment of Values, Purpose and Passion
Unit 2 - A Basis for Sound Decisions
Unit 3 - Values Clarity
Lesson 3 - A Framework for Success
Unit 1 - The Four Elements
Unit 2 - Discovery
Unit 3 - Planning
Unit 4 - Solution
Unit 5 - Monitoring
Lesson 4 - Overrated Rate of Return
Unit 1 - Performance vs. Profits
Unit 2 - Volatility
Unit 3 - The Proper Emphasis
Unit 4 - The Cost of Procrastination
Unit 5 - Playing the Back Nine
Unit 6 - Dollar Cost Averaging
Unit 7 - Reacting Can Hurt
Unit 8 - Discipline is Rewarded
Unit 9 - The Power of Compounding
Lesson 5 - Pay Yourself First
Unit 1 - Budget Success
Unit 2 - Rent vs. Buy
Unit 3 - The Debt Trap
Lesson 6 - Time not Timing
Unit 1 - Get Started Now
Unit 2 - Theory vs. Reality
Unit 3 - Everyone is a Winner
Unit 4 - Best Use of Your Time
Unit 5 - The Art of Delegation
Unit 6 - A Best in Class Team
Lesson 7 - Destination "Retirement"
Unit 1 - The Culturally Conforming Conveyor Belt
Unit 2 - The Prime Time Myth
Unit 3 - A Realistic "Playcheck"
Unit 4 - When Would You Like to Know?
Lesson 8 - The 6 Big RisksĀ®
Unit 1 - Happy About Your Progress
Unit 2 - Your Definition of Financial Planning
Unit 3 - Calculating the Costs
Unit 4 - One of the Greatest Gifts
Unit 5 - Planning for Vitality and Impact
Unit 6 - Clear or Bounce?
Unit 7 - A Hard Truth and the Triple Whammy
Unit 8 - Short Term or Long Term?
Unit 9 - Working or Retired?
Unit 10 - The Cost of Care
Unit 11 - Gems or Fool's Gold
Unit 12 - Do I need an Exterminator?
Unit 13 - A Tale About Taxes
Unit 14 - Above The Grass PlanningTM
Unit 15 - Below The Grass PlanningTM
Unit 16 - "Business" Structure
Unit 17 - The 5 Key Disciplines
Unit 18 - Coordination - A Team Approach
Unit 19 - Who's The Head Coach?
Unit 20 - Alignment and Support of Self
Lesson 9
Unit 1A - Managing the Risks
Unit 1B - Managing the Risks
Unit 2 - Investing for Your Future
Unit 3 - Retirement Income Planning
Unit 4 - Dealing with Uncle Sam
Unit 5 - Estate of Affairs
Lesson 10 - Life Operating System
Unit 1 - Performance Standards
Lesson 11 - You are the Architect of your Future
Unit 1 - Vision Casting and 25 Year Vision
Lesson 6 - Time not Timing
Financial Foundations Course
By:
Brad Berger, CFPĀ®, CLFĀ®, CAPĀ®
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We'll cover the following topics in this section:
Unit 1 - Get Started Now
Unit 2 - Theory vs. Reality
Unit 3 - Everyone is a Winner
Unit 4 - Best Use of Your Time
Unit 5 - The Art of Delegation
Unit 6 - A Best in Class Team
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