Unlocking Financial Mastery provides a complete financial literacy package designed to elevate your money management skills!
On-Demand Videos: Access a structured 6-week program covering:
- Week 1: Building Investment Foundations - Learn about financial markets, brokerage accounts, and risk management.
- Week 2: Exploring Investment Vehicles - Discover ETFs, diversification, asset allocation, and the differences between mutual funds and ETFs.
- Week 3: Exploring ETF Providers and Market Dynamics - Understand major ETF providers, market dynamics, and how to build and manage an ETF watchlist.
- Week 4: Taking Action - Investing in an ETF - Set investment goals, open ETF positions, and learn portfolio monitoring and adjustment techniques.
- Week 5: Advanced Strategies and Portfolio Optimization - Dive into advanced strategies and optimize your portfolio for maximum returns.
- Week 6: Mastering Financial Independence - Explore strategies for achieving financial independence, goal-setting, long-term planning, and additional resources for ongoing success.
STAN (Personal AI Assistant): Get real-time support and answers to your financial questions.
Takeaway Sheets: Summarized notes for each video to reinforce key concepts.
Assessment Quizzes: Test your knowledge with quizzes that accompany each video.
Two SimpMe Ebooks: Gain additional insights and strategies for financial success.
- “Maximize Your Financial Future with Investment Accounts”
- “Building Generational Wealth”
SimpMe Toolkit:
- Budgeting Template
- Emergency Fund Template
- ETF Checklist
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