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FL 101: Financial Literacy 101 Level 1

The first in our financial literacy series. These courses cover the very basics of financial literacy.

Level 1:

  • Know your current financial position
  • Measure your financial performance
  • Check your financial health
  • Plan and budget your financials
  • Manage loans and improve your credit score
FL 102: Financial Literacy 101 Level 2

The second in our financial literacy series. These courses cover the very basics of financial literacy.

Level 2:

  • Measure your financial stability
  • Economic factors that affect your financials
  • Best techniques for better financing decisions
  • Best techniques for better investing decisions
  • Achieve sustainable long-term financial stability
PF 101: Understand The Stock Market: “Manage Your Portfolio Effectively”

This course presents the theoretical basis and practical approach to the effective management of stocks and fixed income investment portfolios.
By end of this course, you will be able to calculate your required rate of return using Capital Asset Pricing Model (CAPM), as well as the portfolio risk and return. These theories will help you create an optimal portfolio.

 

PF 102: Turn Your Ideas Into A Financial Business Plan

There’s no doubt that many successful businesses start with brilliant ideas, but if you can’t translate your idea into a business plan, you will have difficulty finding lenders or partners. Even if you don’t plan to solicit outside funding, the process of creating a business plan is an excellent exercise to consolidate your ideas into a practical and executable form.

This course focuses on how to prepare the financial side of the business plan using the following capital budgeting techniques: Discounted Payback Period (DPBP), Net Present Value (NPV), and Internal Rate of Return (IRR).

 

PF 103: Personal Investing Decisions: Best Practices

Investing your personal funds should be based on an assessment of critical financial information. Decision making should be carefully based on sufficient and accurate financial information.

This course will explain in details 10 steps that will help you invest your money effectively for a higher return with lower risk. We cover evaluating risk and return for a single investment, as well as for a portfolio of diversified assets. This course also covers balancing risk and return to choose the optimal investment for your personal “risk / reward” profile.

PF 104: Personal Financing Decisions: Understand Your Economy First

Understanding the economy is a key factor for effective decisions. All economic variables have the potential to impact our personal financial profile.

This course will focus on the major economic factors including Gross Domestic Product (GDP), bank interest rates, inflation rate and purchasing power and how these factors can impact our daily lives.

PF 105: Measure And Evaluate Your Financial Position

It is very important to keep your eyes on your financial position. In this course, you will learn practical methods to track your assets, loans and obligations.

This course will teach you to measure your financial position as well as how to evaluate and improve it over time.

Coming: Feb. 1st, 2019

PF 106: Manage Debt And Improve Your Credit Score

Credit score is the main factor that lenders look at before offering you any type of loan or credit.

This course will explain basic factors impacting your credit score.  You will learn how it is calculated and the steps you can follow to manage your score effectively.

Coming: Feb. 1st, 2019

PF 107: First Time Budgeting “Plan and Budget Your Financials”

A personal budget is an itemized summary of expected income and expenses for a specific period of time, typically one month. While the word “budget” is often associated with restricted spending, a budget is actually means to an end.  It helps you proactively quantify your path forward.

In this course you will learn the best techniques to prepare your own budget.  You will learn how to keep it both realistic and efficient to cover your necessary expenses and obligations. We will also cover the crucial habits of saving and emergency fund concepts.

PF 108: Evaluate Your Business Ideas Financially

Having a unique business idea is great! Implementing it takes diligent and disciplined thought.  The most important practice for evaluating the financial feasibility of your idea is the creation of a “business plan.”

This course will provide you with several financial models you can use to evaluate your ideas. These include: Weighted Average Cost of Capital (WACC), Break-Even Analysis, Forecasted Financial Statements for first 3 years (Cash Flow Statement, Income Statement, and Balance Sheet).

Coming: Feb. 8th, 2019

CF 101: Stock Market Fundamentals “Stocks And Bonds Valuation”

This course introduces you to the exciting world of the stock market, taking you from the very beginning “What is a stock?” to teaching you about different Stocks and Bonds valuation models.

CF 102: Risk Management “Best Practice”

Balancing an investment risk with its return is an important technique when making an investing decision. In this course, you will learn how to quantify and calculate a single investment risk and return, and how to choose the best investment opportunity by balancing risk with return using a Coefficient of Variation (CV Model). 

CF 103: Managing Working Capital And Liquidity

This course will teach you how to analyze and evaluate your company’s liquidity position as well as the best techniques in liquidity management that will help you to have enough oxygen in your financial system for your company to survive.

 

CF 104: How To Read, Understand, And Analyze Financial Statements

This course provides the framework to understanding, analyzing a firm’s past performance, and estimating its future performance using the latest performance evaluation techniques. Techniques include Weighted Average Cost of Capital (WACC) and Economic Value added (EVA).

Coming: Feb. 22nd, 2019

CF 105: How To Calculate The Product Cost “Custom-Made Products”

Entrepreneurs do not deliberately enter into business deals with the express purpose of losing money; however, businesses lose money in many transactions every day. In many cases it is caused by the organization’s leaders failure to precisely identify their costs, or the price that should have been negotiated for their goods or services.

In this course, you will learn how to to calculate your cost accurately for custom-made products and services, so you can add your markup percentage and correctly price your product or service.

Coming: March 1st, 2019

CF 106: How To Calculate The Product Cost “Standard Products”

Calculating the product cost for similar standard products seems easy, but actually it is challenging in many aspects, especially when it comes to overhead allocation and joint costs.

In this course, you will learn how to to calculate the unit cost using two different methods: Weighted Average (WA) and First In First out (FIFO), also how to allocate joint cost between joint products using Physical Units method (PU) and Sales Value method (SV).

Coming: March 1st, 2019

CF 107: Enterprise Risk Management “ERM”

This course will provide an understanding and application of  COSO Framework to analyze and managed risk within organizations.  

You will also learn how to apply multiple risk management tools to make high quality decisions for balancing corporate risk and reward tradeoffs.

Coming: March 8th, 2019

CF 108: Corporate Governance “Optimize The Effectiveness And Accountability Of Your Board”

Corporate governance deals with the complex set of relationships between the corporation, its board of directors, management, shareholders, and other stakeholders.

This course covers the importance of corporate governance and the role of the board of directors, Chairman, CEO, and Audit Committee.

Coming: March 8th, 2019

CF 109: Check Your Company’s Financial Health

Management, shareholders, and potential investors are always looking for one magic key measurement that can be used to evaluate the company’s financial health, but it is simply not that easy.

To accurately evaluate the financial health and long-term sustainability of a company, a number of financial metrics must be considered.

This course focuses on the four main areas of financial health that should be examined: liquidity, solvency, profitability and operating efficiency.

Coming: March 15th, 2019

CF 110: Business Decision Making: “Manage Production Cost”

This course equips candidates with skills and knowledge needed to identify and calculate different types of costs: manufacturing and nonmanufacturing / direct and indirect / product and period / variable, fixed, and mixed costs.

Coming: March 15th, 2019

CF 111: Business Decision Making: “Know The Real Cost Of Your Capital”

The cost of capital is the fundamental financial tool for business decision-making. It drives measures of value creation and destruction, and forms the basis of financial analysis using cash flow and other frameworks.

In this course you will learn how to use the Weighted Average Cost of Capital (WACC) model to calculate the cost of each component of the corporate capital including: Bonds, Preferred Stocks, Common Stocks, and Retained Earnings.

CF 112: Business Decision Making: “How To Break-Even And Target Profit”

In this course we will be using “CVP analysis” to build an understanding of the relationship between costs, business volume, and profitability.

This analysis will drive decisions about what products to offer and how to price them.

CVP is one of the best techniques used to calculate the break-even point, and sales level necessary to achieve targeted income levels.

Coming: March 22nd, 2019

CF 113: Budget Your Company’s Operations “Best Practices In Corporate Budgeting”

This interactive and applied budgeting course will teach you about the entire budgeting process from start to finish, including the various methods for building budgets, techniques to analyze results, and how to increase the chances of organizational performance improvements.

Coming: March 22nd, 2019

CF 114: Best Techniques To Allocate Corporate Overheads

Overhead allocation is considered one of the major challenges for business, since it affects the product or service cost calculations, consequently it affects the price and company’s profitability.

In this course we will cover the latest overhead allocation technique, Activity Based Costing “ABC”, as well as other methods to allocate service department costs to operating departments, including direct method, and step method.

Financial Literacy For The ADHD Mind

Budgeting is frequently misunderstood in that it typically gets a bad reputation. Those who are living with ADHD can appreciate how budgeting is seen. Excelling with ADHD and even budgeting is absolutely achievable.

In these courses, we will evaluate what poor financial health looks like and steps to overcome these hurdles. Specific to the ADHD crowd and the biggest financial challenges we face, impulse buys and frequent late payments will be covered.

 

By Linda Walker

Workshop: ADHD Friendly Financial Management

Workshop Teacher:

Richard Webster, CEO of Rena-Fi, Inc.

When?

Coming in May, 2019.

What does this workshop cover? 

      • If you have ADHD, then you may feel that managing money is both vexing and daunting. Maybe you’re subject to the ADHD tax more often than you’d like to admit, or that money issues are a major source of conflict in your relationships.
      • In this four-week workshop series, ADHD friendly practices to better manage money will be identified and individualized.
      • Led by an instructor who lives with ADHD, is the founder of Rena-Fi, and coaches entrepreneurs on this subject, you won’t want to miss this workshop.  
      • This workshop is designed to help you work through money management issues and other frequent ADHD exacerbated issues that may have you stalled.
      • Participants can expect to learn:
        • How underlying habits and routines affect money management
        • Strategies to curb impulsivity and other maladaptive coping skills
        • How to act in your long term best interest while still getting what you want in the short term
        • ADHD friendly budgeting
        • How your money decisions impact your relationships
Workshop: Coaching Entrepreneurs

Workshop Teacher:

Richard Webster, CEO of Rena-Fi, Inc.

When?

Coming in May, 2019.

What does this workshop cover? 

    • Is your dream to become your own boss and to maximize an idea you have? In this eight-week workshop series, you’ll work towards understanding your objectives and make progress towards your entrepreneurial goal. If you don’t have a goal, then we’ll help you set one!
    • This workshop is designed towards working with small cohorts of participants to help build their vision, reduce risk and become more successful.
    • Participants will work on:
      • What is your big “why?”
      • What is your “competitive advantage?”
      • Develop a plan to achieve your goals
      • Balancing risk factors against opportunities
Workshop: Deep HooksTM

Workshop Teacher:

Steve Samson of Samson Speaking

When?

Coming in May 2019.

What does this workshop cover? 

    • Presentations are typically filled with data, but data is the language of computers, not people. Our brains have evolved to process and store information based on stories, images, and emotions. Learn how to use these three “deep hooks” to create an immediate and lasting impact on your audience.

      Every presenter is faced with the dual challenge of keeping their audience engaged throughout their presentation and of helping their audience remember the key points from their presentation. Fortunately, there has been a lot of scientific research recently on attention and memory, and the results are both fascinating and extremely usable. By lining up these results with practical techniques and insight gleaned over years of observation and experience, we’ve crafted a workshop that gives you the opportunity to experience for yourself what it feels like to be fully engaged, to understand why you’re engaged, and to leave with the tools to engage your own audiences.
    • Participants will learn:
      • How to find, develop and deliver good stories
      • How to add images effectively to their presentations
      • How to incorporate appropriate emotional content
Workshop: Presenting Like a Pro

Workshop Teacher:

Steve Samson of Samson Speaking

When?

Coming in May 2019.

What does this workshop cover? 

  • Presenting Like a Pro
    • There are numerous sources for learning the “basics” of presenting, from classes and books to online blogs and videos. But what’s the next step? How do you elevate your presentations and your skill as a presenter beyond the basics?

      You won’t leave this workshop with just another list of the do’s and don’ts. Instead, you’ll gain a firm understanding of core principles and how to apply them to different presentation situations, such as meetings, training classes, coaching and, of course, giving presentations.

      Each of these core principles is presented clearly and convincingly, with plenty of concrete examples from presentations from a wide range of industries. Participants will also have ample opportunities to participate in discussions and get their presentation questions answered.
    • Participants will learn:
      • How to focus their presentations
      • How to structure their presentations
      • How to create engaging slides
      • How to overcome nervousness
Workshop: Real Estate 101

Workshop Teacher:

Richard Webster, CEO of Rena-Fi, Inc.

When?

Coming in May, 2019.

What does this workshop cover? 

    • Are you looking to invest in your future by getting into real estate? Will this be your first home, second home or do you want to learn the basics of renting and having an investment property?
    • In this eight week course, all the basics will be covered including a targeted approach to preparing yourself and your family for buying a home or first investment. This includes learning how to become more attractive to lenders as well as finding the right niche to invest in.
    • When it comes to investment properties, we will explore both short term (fix and flip) strategies, as well as long term, buy and hold scenarios.
    • Participants will have ample opportunities to participate in discussions and get their questions answered.
    • Participants will learn:
      • Credit requirements and general mortgage readiness
      • Budgeting and savings strategies
      • Loans available and assistance programs
      • What being a landlord is really like
      • Real estate investment know how
Workshop: Slide SecretsTM

Workshop Teacher:

Steve Samson of Samson Speaking

When?

Coming in May 2019.

What does this workshop cover? 

    • Presented in an innovative and highly engaging format using real examples of slides that are good, bad and everywhere in between. See what works and why, what doesn’t and how to fix it, and try your hand at finding creative solutions to common challenges.

      In this workshop, you will examine, revise and re-create sample slides modeled on actual slides taken from presentations from a wide range of industries. Some slides will be practically unusable to start with and will require substantial brainstorming and content creation. Other slides will look so good that, at first, you’ll have trouble finding any room for improvement. Still, others will present unique challenges that will require you to think outside the box to find solutions.
    • Participants will learn:
      • Design principles that anyone can use to make their slides better
      • Easy ways to find or create graphical content
      • Sure-fire ways to make text-based slides more visually appealing

FL 101: Financial Literacy 101 Level 1
The first in our financial literacy series. These courses cover the very basics of financial literacy. Level 1: Know your current financial position Measure your financial performance Check your fina... Read More
FL 102: Financial Literacy 101 Level 2
The second in our financial literacy series. These courses cover the very basics of financial literacy. Level 2: Measure your financial stability Economic factors that affect your financials Best tec... Read More
PF 101: Understand The Stock Market: “Manage Your Portfolio Effectively”
This course presents the theoretical basis and practical approach to the effective management of stocks and fixed income investment portfolios. By end of this course, you will be able to calculate your required rate of return using... Read More
PF 102: Turn Your Ideas Into A Financial Business Plan
There’s no doubt that many successful businesses start with brilliant ideas, but if you can’t translate your idea into a business plan, you will have difficulty finding lenders or partners. Even if you... Read More
PF 103: Personal Investing Decisions: Best Practices
Investing your personal funds should be based on an assessment of critical financial information. Decision making should be carefully based on sufficient and accurate financial information. ... Read More
PF 104: Personal Financing Decisions: Understand Your Economy First
Understanding the economy is a key factor for effective decisions. All economic variables have the potential to impact our personal financial profile. This co... Read More
PF 105: Measure And Evaluate Your Financial Position
It is very important to keep your eyes on your financial position. In this course, you will learn practical methods to track your assets, loans and obligations. ... Read More
PF 106: Manage Debt And Improve Your Credit Score
Credit score is the main factor that lenders look at before offering you any type of loan or credit. This course will explain basic factors impacting your cred... Read More
PF 107: First Time Budgeting “Plan and Budget Your Financials”
A personal budget is an itemized summary of expected income and expenses for a specific period of time, typically one month. While the word “budget” is often associated with restricted spending, a budg... Read More
PF 108: Evaluate Your Business Ideas Financially
Having a unique business idea is great! Implementing it takes diligent and disciplined thought.  The most important practice for evaluating the financial feasibility of your idea is the creation of a “b... Read More
CF 101: Stock Market Fundamentals “Stocks And Bonds Valuation”
This course introduces you to the exciting world of the stock market, taking you from the very beginning “What is a stock?” to teaching you about different Stocks and Bonds valuation models.... Read More
CF 102: Risk Management “Best Practice”
Balancing an investment risk with its return is an important technique when making an investing decision. In this course, you will learn how to quantify and calculate a single investment risk and return, a... Read More
CF 103: Managing Working Capital And Liquidity
This course will teach you how to analyze and evaluate your company’s liquidity position as well as the best techniques in liquidity management that will help you to have enough oxygen in your financial ... Read More
CF 104: How To Read, Understand, And Analyze Financial Statements
This course provides the framework to understanding, analyzing a firm’s past performance, and estimating its future performance using the latest performance evaluation techniques. Techniques include Weig... Read More
CF 105: How To Calculate The Product Cost “Custom-Made Products”
Entrepreneurs do not deliberately enter into business deals with the express purpose of losing money; however, businesses lose money in many transactions every day. In many cases it is caused by the organi... Read More
CF 106: How To Calculate The Product Cost “Standard Products”
Calculating the product cost for similar standard products seems easy, but actually it is challenging in many aspects, especially when it comes to overhead allocation and joint costs. ... Read More
CF 107: Enterprise Risk Management “ERM”
This course will provide an understanding and application of  COSO Framework to analyze and managed risk within organizations.   You will also learn how to a... Read More
CF 108: Corporate Governance “Optimize The Effectiveness And Accountability Of Your Board”
Corporate governance deals with the complex set of relationships between the corporation, its board of directors, management, shareholders, and other stakeholders. ... Read More
CF 109: Check Your Company’s Financial Health
Management, shareholders, and potential investors are always looking for one magic key measurement that can be used to evaluate the company’s financial health, but it is simply not that easy. ... Read More
CF 110: Business Decision Making: “Manage Production Cost”
This course equips candidates with skills and knowledge needed to identify and calculate different types of costs: manufacturing and nonmanufacturing / direct and indirect / product and period / variable, ... Read More
CF 111: Business Decision Making: “Know The Real Cost Of Your Capital”
The cost of capital is the fundamental financial tool for business decision-making. It drives measures of value creation and destruction, and forms the basis of financial analysis using cash flow and other... Read More
CF 112: Business Decision Making: “How To Break-Even And Target Profit”
In this course we will be using “CVP analysis” to build an understanding of the relationship between costs, business volume, and profitability. This analy... Read More
CF 113: Budget Your Company’s Operations “Best Practices In Corporate Budgeting”
This interactive and applied budgeting course will teach you about the entire budgeting process from start to finish, including the various methods for building budgets, techniques to analyze resul... Read More
CF 114: Best Techniques To Allocate Corporate Overheads
Overhead allocation is considered one of the major challenges for business, since it affects the product or service cost calculations, consequently it affects the price and company’s profitability.... Read More
Financial Literacy For The ADHD Mind
Budgeting is frequently misunderstood in that it typically gets a bad reputation. Those who are living with ADHD can appreciate how budgeting is seen. Excelling with ADHD and even budgeting is absolutely achievable. In these cours... Read More
Workshop: ADHD Friendly Financial Management
Workshop Teacher: Richard Webster, CEO of Rena-Fi, Inc. When? Coming in May, 2019. What does this workshop cover? ... Read More
Workshop: Coaching Entrepreneurs
Workshop Teacher: Richard Webster, CEO of Rena-Fi, Inc. When? Coming in May, 2019. What does this workshop cover? ... Read More
Workshop: Deep HooksTM
Workshop Teacher: Steve Samson of Samson Speaking When? Coming in May 2019. What does this workshop cover?  ... Read More
Workshop: Presenting Like a Pro
Workshop Teacher: Steve Samson of Samson Speaking When? Coming in May 2019. What does this workshop cover?  ... Read More
Workshop: Real Estate 101
Workshop Teacher: Richard Webster, CEO of Rena-Fi, Inc. When? Coming in May, 2019. What does this workshop cover? ... Read More
Workshop: Slide SecretsTM
Workshop Teacher: Steve Samson of Samson Speaking When? Coming in May 2019. What does this workshop cover?  ... Read More
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