OnPointe’s 10-Module Financial Literacy Course
By: Roccy DeFrancesco, JD, CAPP, CMP
To sign up to take this course, click here.
Are you ready for an educational experience unlike any other?
The course will cover vitally important topics that most advisors don’t know, let alone help their clients with.
The course will cover topics everyone should know but will do so in a way that EVERY reader will learn something new and useful.
At its core, this educational course was designed to teach people how to protect and grow their wealth.
It sounds simple, but if that were the case, there wouldn’t be millions of Americans who have assets exposed to creditors and not enough money saved for retirement.
If you are ready to stop blindly taking advice from advisors who you have no real idea if they know what they are doing, you are ready to take this course.
Each module comes with a 10-15 question exam! The goal of the exams isn’t to pass or fail people. It’s a tool to reinforce what you are learning. Missing questions can be more valuable than getting them correct sometimes because you can go back through the course material to see what you didn’t understand.
The goal is to educate consumers so they can have the best chance to grow wealth and meet their financial goals with the least amount of risk.
Table of Contents
Section 1—Bad Advisors: How to Identify Them; How to Avoid Them
Section 2—Debt Management
Section 3—Estate Planning
Section 4—Traditional Wealth-Building (why it hasn’t worked)
Section 5—Investment Risk (how to avoid it)
Section 6—Understanding Life Insurance
Section 7—Understanding Annuities
Section 8—Asset Protection
Section 9—Retirement Life Cycle
Section 10—Designing Your Plan