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Financial Intelligence Program

The School of Money & Wealth Financial Intelligence Program was specifically designed to empower individuals to make financially intelligent decisions.  

The curriculum emphasizes Financial Intelligence -- "Applying financial knowledge to successfully manage real-life financial situations and create wealth."

Research shows that most people fail to understand topics involving finance, economics and business because they find the subject material to be complicated, irrelevant and often boring.

Our program focuses on using real-life financial situations to help explain often complicated business and financial concepts. Our financial intelligence teaching style includes explaining business and financial concepts in easy, fun, and simple to understand terms. 

We use only Certified Financial Intelligence instructors who must undergo rigorous financial training, pass our financial intelligence exam, and have real-life entrepreneur and/or investor experience. 

Although banks and other non-profit organizations may offer similar or free financial literacy information, we strongly believe that you get what you pay for, and that no other organization can successfully teach people better than our instructors who have actually accumulated wealth through investing and entrepreneurship.        

Our "cash in class"  learning incentive, which gives students the opportunity to earn real money while they learn, has delivered amazing results. Most of our students retain more than 75 percent of what they learn, and ultimately use their knowledge to make money, save money, and teach other members in their household. The School of Money and Wealth Financial Intelligence Program can be customized to effectively reach the following age groups:

Youth: Ages 8-13 (Grades 3rd-8th)
Teens: Ages 14-18 (Grades 9th-12th)
Young Adults: 19-24
Adults: 25 and up 

Each Student starts at the basic level and becomes financially educated and must complete a minimum of 10 hours of coursework, including 7.5 hours of classroom work and 2.5 hours of real-life application. After meeting the minimum course requirements, students must pass the final exam and receive a certificate of completion in order to graduate to the next level, ultimately becoming financially intelligent and independent.

Beginners Level "Financially Educated" 
Students focus on building business vocabulary and understanding key concepts on money, business, and investing

Intermediate Level "Financially Literate" 
Students focus on calculating business formulas including compound interest, and various accounting and investing ratios

Advanced Level "Financially Intelligent" 
Students focus on real-life money, business, and investment problem solving strategies, including case studies and simulations

The School of Money & Wealth Financial Intelligence Program follows the below curriculum, which consists of these seven core lessons:

Lesson 1: Money & Capitalism in America
- The Game of American Capitalism
- The Role of Business, and How Money Work
- The Laws of Making Money and Creating Wealth 
- Who Owns the Wealth in America

Lesson 2: Making Money and Cash Flow Planning
- Analyzing the Types of Income
- Understanding Taxes
- Cash Flow Planning 101
- How to Manage and Pay Bills

Lesson 3: The Magic of Saving & Investing
- How Money & Banking Works
- Bank Accounts & The Price of Money 
- Savings, Checking Accounts, and Certificates of Deposit
- Investing and Investment Strategies: Stocks, Bonds, Mutual Funds, and Real Estate 

Lesson 4: All About Credit
- What is Credit and Why you need it
- Understanding Credit Scores & Credit Reports
- Building and Maintaining Good Credit
- Credit Card Management

Lesson 5: The Game of Business & Entrepreneurship
- Employee or Entrepreneur
- How to be an Entrepreneur
- Analyzing the Four Players of Money and Business
- Checklist for starting a business
- The Mind of a Millionaire 

Lesson 6: Paying for College and Retiring Wealthy
- Analyzing Incomes based on education
- Scholarships, Grants, 529 plans, Student loans
- Understanding investment options: 401(k), 403(b), IRA’s

Lesson 7: Creating Wealth, Enjoying Life!
- Giving back to the community and philanthropy
- Staying spiritually, mentally, physically, and financially healthy  

View Classes Available for 2009