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Advisors
Building a Financial Roadmap Class
Curriculum
5 Sections
5 Lessons
52 Weeks
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Resources
1
1.1
Building a Financial Roadmap Resources
Fireside Chat
1
2.1
Building a Financial Roadmap Fireside Chat
30 Minutes
Lesson 1
1
3.1
Creating a Financial Roadmap
30 Minutes
Lesson 2
1
4.1
Using Budgets as a Planning Tool
30 Minutes
M6 Lesson 3
1
5.1
The Role of Cash Flow Projections
30 Minutes
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