Back to the Basics: Financial Planning course was designed by two experienced Certified Financial Professionals (CFP®), who saw firsthand how many women, even those with considerable wealth, who did not understand the underpinnings of financial security and true financial independence. The course is delivered through a combination of video training, group discussions, and interaction with the course creators.
This course is intended for women who want to go back to the basics and establish a strong financial foundation before they modify their investment strategy or make new investments. This 3-month course can be taken before, concurrent with, or after the Core Curriculum.
You can view the full course description here.
As she says on her LinkedIn page, Eileen is taking a pause before starting her next chapter. And that pause is well deserved because she spent almost 40 years in the financial services arena. She’s had roles in banking, brokerage, commodities, training, compliance, and auditing. During the last 20 years, Eileen formed her own investment advisory firm and later partnered with a larger value aligned wealth management company. We are delighted that she used some of her downtime to co-create this course.
Teresa has over 20 years’ experience in the financial industry, with 12 years as a CFP and investment compliance officer. During those years, Teresa coached more than 1,000 women who felt frustrated and ashamed that they had not managed to successfully take control of their financial situation. Through Lady Money, the coaching business Teresa recently launched, she is now dedicated to teaching women to make better, smarter and more value-aligned choices when it comes to saving, investing and spending. We are excited to have her as part of the Invest for Better community.
LIVE MEETING DATES:
- Dates: 4th Wednesday of each month: June 28th, July 26th, and August 23rd
- Time: 5-6:30 pm PT / 8-9:30 pm ET
To join this Deep Dive, become a member of Invest for Better. You will then receive an email with access links to all Deep Dive courses. For current members, you can join the Back to Basics Course inside the Mighty Networks platform.
SUMMER 2023 DEEP DIVE COURSES:
Invest for Better will be offering four Deep Dive courses for our Summer Session. They include our ‘Back to the Basics: Financial Planning’, ‘How Angel Investing Works’, ‘Finding a Values-Aligned Financial Advisor’, and ‘Investing for a Sustainable Environment’. The courses will run between June and August 2023. Our Deep Dives are intended to move participants from knowledge to action. Created in partnership with values-aligned financial advisors and other experts, Deep Dives include self-study, monthly group meetings, and shared experiences.