Module 1 | Introduction |
---|---|
Unit 1 | 01. Introduction |
Module 2 | Foundation Milestone |
Unit 1 | 02.1 Mindset |
Unit 2 | 02.2 Vision |
Unit 3 | 02.3 Mission |
Unit 4 | 02.4 Culture |
Unit 5 | 02.5 Goals |
Module 3 | Strategies |
Unit 1 | 03.1 Written Action Plans |
Unit 2 | 03.2 Your Life Break-Even Point |
Unit 3 | 03.3 Your Personality Analysis |
Unit 4 | 03.4 Inventories Assets |
Unit 5 | 03.5 Structures |
Unit 6 | 03.6 Financial Forecasting and Budgeting |
Unit 7 | 03.7 Key Performance Indicators (KPIs) |
Unit 8 | 03.8 Growth Strategies |
Unit 9 | 03.9 Exit Strategies |
Module 4 | Advisors |
Unit 1 | 04.1 Building Your Personal Finance Advisory Team |
Module 5 | Systems |
Unit 1 | 05.1 Introduction to Systems |
Module 6 | Implementation |
Unit 1 | 06.1 Implementation |
Module 7 | Measuring and Monitoring |
Unit 1 | 07.1 Introduction to Measuring & Monitoring |
Unit 2 | 07.2 Income & Expenses |
Unit 3 | 07.3 Balance Sheet |
Unit 4 | 07.4 Cash-flow Statement |
Unit 5 | 07.5 Key Performance Indicators (KPIs) |
Module 8 | Reviews |
Unit 1 | Introduction to Personal Finance Reviews |
Module 9 | MasterMind |
Unit 1 | 09.1 Mastermind/Networking Group |
Module 10 | Closing |
Unit 1 | 10.1 Thank You & Feedback |
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