Financial Freedom Accelerator-Control Your Finances ™ course
What you'll learn
- How to create and manage a budget.
- Strategies to eliminate debt.
- Understanding interest rates and their impact on financial decisions.
- How to better understand and utilize employee benefits.
- How to build and protect your Estate.
- Leveraging credit to build wealth.
- Mastering mindset to build wealth.
Requirements
- No prior personal finance experience is needed. You will learn everything you need to know to better control your finances.
Description
This course empowers you to take control of your financial future through a series of actionable, transformative modules. You'll start by mastering your mindset, identifying money blocks, and developing new habits that foster financial success. Next, you’ll learn to manage your budget effectively, create a financial snapshot, and leverage credit to build wealth. With an in-depth understanding of employee benefits, financial industry roles, life insurance, debt elimination, and estate planning, you'll be well-equipped to navigate complex financial landscapes.
By the end of the course, you'll have the tools to create a robust financial plan, eliminate debt, protect your assets, and achieve long-term financial security. Whether you’re a beginner looking to refine your financial strategies, this course offers the comprehensive knowledge and practical steps needed to secure your financial well-being. Additionally, the course emphasizes real-world applications, ensuring you can implement what you learn immediately to see tangible improvements in your financial health.
Module 1-Master Your Mindset:
Lesson 1: Defining Mindset
Lesson 2: Money Blocks
Lesson 3: Evaluate Your Mindset
Lesson 4: Shifting Your Mindset
Lesson 5: Improve Financial Literacy
Lesson 6: Develop New Habits and Routines
Module 2- Manage Your Budget
Lesson 1-What Is A Budget?
Lesson 2: How Do You Budget?
Lesson 3: Balancing Your Budget
Lesson 4: Budgeting Strategies
Module 3- Create Your Financial Snapshot
Lesson 1: Review Income / Expenses
Lesson 2: List Assets / Liabilities
Lesson 3: Timing Income / Expenses
Lesson 4: Create Financial Metrics
Lesson 5: Establish Financial Goals
Lesson 6: Build Your Financial Plan
Module 4-Leverage Credit To Build Wealth
Lesson 1: Define Credit, Leverage and Wealth
Lesson 2: Types of Credit
Lesson 3: Calculate Your Credit Score
Lesson 4: Understand Interest Rates
Lesson 5: Leverage Credit To Build Wealth
Module 5: Understanding Your Employee Benefits
Lesson 1: Employee Assistance Programs
Lesson 2: Health Savings Accounts (HSA)
Lesson 3: Flexible Spending Account (FSA)
Lesson 4: 401k
Lesson 5: Profit Sharing
Lesson 6: Employee Based Insurance
Lesson 7: Employee Stock Options
Lesson 8: Health Insurance
Module 6: Understanding Roles In The Financial Industry
Lesson 1: What Is A Financial Advisor?
Lesson 2: The Role Of A Financial Coach
Lesson 3: What Is A Financial Planner?
Lesson 4: The Role Of An Accountant
Lesson 5: What Is A Tax Preparer?
Lesson 6: The Role Of An Insurance Agent
Lesson 7: What Is A Stock Broker?
Lesson 8: Role Of A Banker
Module 7: Insure Your Life
Lesson 1: What Is Life Insurance?
Lesson 2: Types of Life Insurance Policies
Lesson 3: Calculating The Correct Amount Of Life Insurance
Lesson 4: Steps To Obtain Life Insurance Coverage
Lesson 5: Living Benefits Life Insurance Coverage
Lesson 6: Tax Advantages of Life Insurance
Lesson 7: Why Life Insurance Matters
Module 8: Eliminate Your Debt
Lesson 1: What Is Debt?
Lesson 2: Types of Debt
Lesson 3: Understanding Interest Rates
Lesson 4: Calculating Your Debt To Income Ratio
Lesson 5: Debt Managing Strategies
Lesson 6: Avoiding Future Debt
Lesson 7: Seeking Professional Help
Module 9: Protect Your Estate
Lesson 1: What Is Estate Planning?
Lesson 2: What Does Estate Planning Cover?
Lesson 3: Beneficiary Designations
Lesson 4: What Is A Will?
Lesson 5: What Is A Living Trust
Lesson 6: Advanced Healthcare Directives
Lesson 7: Power of Attorney
Who this course is for:
- This course is for busy professionals seeking financial freedom who have not been taught how to manage their finances and build wealth.
Instructor
Eric holds an MBA in Corporate Finance and is a Northwestern University-Kellogg School of Management alum. He is passionate about personal finance and has worked in the financial industry for over a decade. In 2018, he launched his firm, Hubris Global Wealth Management, to support clients in building and sustaining generational wealth.