Course Curriculum

  • 01

    Introduction

    • Welcome!
  • 02

    CLASS 1 – Principles (Session 1)

    • Essential Financial Principles You Must Know (Part 1)

    • Class 1 Review
  • 03

    CLASS 2 – Principles (Session 2)

    • Essential Financial Principles You Must Know (Part 2)

    • Class 2 Review
  • 04

    CLASS 3 – Planning (Session 1)

    • Financial Planning: Know Your Personal Finances

    • Personal Budget Planning Review

    • DOWNLOAD: Rental Valuator (Excel Spreadsheet)
  • 05

    CLASS 4 – Planning (Session 2)

    • Financial Planning: Know Your Numbers

    • Investment Calculators Review

    • DOWNLOAD: Rental Valuator
  • 06

    CLASS 5 – Investment Vehicles

    • Traditional Investment Vehicles
  • 07

    CLASS 6 – Infinite Banking

    • What is the Infinite Banking Concept?

    • Infinite Banking Concepts - Whole Life & PUA Review
  • 08

    CLASS 7 – Private Banking System

    • Activating Your Private Banking System
  • 09

    CLASS 8 – Case Studies

    • Case Studies in Action…

    • Case Study 1: Lending Options

    • Case Study 2: Buy & Hold Properties

    • Case Study 3: Debt Recapturing

    • Case Study 4: Retirement Planning

  • 10

    What Next?

    • Your Next Steps