Course curriculum

  1. 1

    • How to use this course

    • A message from the instructor

    • Before we begin...
  2. 2

    • Your Financial Inventory

    • Your Financial Behavior

    • Your Financial Goals
  3. 3

    • Your Personal Risks

    • Your Property Risks
  4. 4

    • Your Risk Tolerance and Investments
  5. 5

    • Minimizing Your Tax Impact

  6. 6

    • Your Retirement Needs
  7. 7

    • Your Estate Planning Needs
  8. 8

    • More resources for you

    • How much time can your money buy you?

    • Your Spending Ratios

    • Before you go...