Many have felt the economic hardship over the past couple years. With the effects of the recession affecting more and more of our spending habits and lifestyle. We often look for ways to make the most of our salary through strict budgeting. However, through smart planning and with strong financial knowledge you can make your salary work better for you.
Our course – ‘Leading Your Money’ with Financial Advisor Lyndon Davis will teach you how to create a plan, budget and build a secure financial future that allows you to live instead of just survive. Lyndon Davis has over 15 years of experience as a financial advisor. He uses his expertise to help clients achieve financial confidence. He will cover topics including debt handling, Debt elimination, three questions ALL investments MUST answer, insurance policies and much more.
After completing each of the 5 lesson plans and the workbook you’ll have the tools and plan needed to make smarter financial decisions that will create real change for you now and in the future.
The Online Course Advanced consists of 5 different On-Demand Modules.
Each course module will consist of 5 lessons, totaling 60 minutes.
Lessons: Interactive lessons consist of on-demand video lessons, an interactive course workbook, activities, and multiple choice quizzes to check your understanding.
Course Outline:
LESSON 1: SAVING & BUDGETIING (60 min)
Have a plan
SMART Goals
Saved by the “piff” – Pay Yourself First (PYF)
No Analysis leads to paralysis – analyze spending habits for opportunities
BnB – Budget & blessing
LESSON 2: DEBT & DESTRUCTION (60 min)
Attitude toward debt
Debt consequences
Debt handling – HITS, runs & errors
Debt elimination part 1
Debt elimination part 2
LESSON 3: INVESTING (60 min)
Answer me this – three questions ALL investments MUST answer
Bucket 3 living – the hardest working money on the planet
Being Average – dollar cost averaging
Being Safe – Diversification – diversifying investment holdings
Being Wealthy – Concentration – concentrating investment holdings
LESSON 4: SAFETY IN NUMBERS (60 min)
Risky business – how insurance mitigates risks
Protect My Life – little known life insurance tips
Protect My Home – little known home insurance tips
Protect My Car – little known auto insurance tips
Protect My Business – little known business insurance tips
LESSON 5: PROTECT & SERVE (60 min)
Elements of an Estate Plan
Why a Trust
Why a healthcare proxy or Living Will
What is and why have a POA
Living is Giving
Explore courses on mental health, personal branding, and empowerment from leading experts. You will find this and other exclusive Online Courses in the Academy.
With over 15 years of experience as a financial advisor, Lyndon has much expertise to help clients achieve financial confidence. He works closely with families and individuals to develop tailored wealth management strategies that take into account their risk tolerance, time horizon as well as their personal and financial goals. Learn more.
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