Course curriculum

  • 1

    Pre-Work Materials

    • Required Info for Day 1

  • 2

    Day 1 Materials

    • Human Behavior

    • Day 1 Mentimeter Slides

    • Day 1 Assignment

  • 3

    Day 2 Materials

    • Economics Part 1

    • Day 2 Economics Part 1 Menti Results

    • Economics Part 2

    • Day 2 Economics Part 2 Menti Results

    • Day 2 Assignment

  • 4

    Day 3: Time Value of Money

    • Time Value of Money

    • Time Value of Money Exercises

    • Batch 17 TVM Homework

  • 5

    Day 4: Growing Your Advisory Business

    • Growing Your Advisory Business

    • Batch 17 Day 4 Homework

  • 6

    Day 6 Financial Planning

    • Day 6 Financial Planning

    • Batch 16 Day 6 Homework