Financial Boot Camp Level 1

Back to Financial Boot Camps

Week 1:

  • Introduction to Financial Boot Camp
  • Financial Education (the starting point)
  • The 5 Steps Recap
  • Active vs. Passive Investors
  • Retirement Outlook
  • The Big Picture of money
  • History of money
  • Gold Standard
  • Introduction of Bank Leveraging

Week 2:

  • Closed Circle Budgeting Application
  • Introduction to Cash Flow
  • Eliminating Bad Debt – Your Game Plan
  • Evaluating & Improving your Credit Score
  • Using a Financial Calculator
  • The Power of Education
  • Financial Education Myths

Week 3:

  • Employees vs. Self - Employed
  • Business Owner or Investor
  • Legally Minimize your Taxes Paid
  • Tax Credits and Tax Deductions
  • Understanding your Tax Return
  • Strategizing your Tax Plan

Week 4:

  • How money is Created
  • Impact of Inflation
  • Definitions of Wealth, Riches & Money
  • Your Net Worth
  • Cash Flow Patterns & Projections
  • Cash Flow Quadrants
  • Capital Appreciation vs. Cash Flow
  • Wealth and Cash Flow working simultaneously

Week 5:

  • The Why is more important than the How
  • Lifestyle
  • Visualization
  • What's your temperature?
  • Financial Blueprints
  • The Essential Goals Checklist
  • Focusing Strategies

Week 6:

  • Overcoming Financial Road Blocks
  • What's your AQ?
  • Market Risk
  • Rules of Investing
  • Investment Myths
  • Secrets of the Wealthy
  • Due Diligence
  • Capital Management Plan
  • Do what the Banks Do
  • 5 Pillars of Investing
  • Cash Flow is the Answer, Where to Get Ideas
  • 2 Conventional Retirement Methods and Why They Don't Work

Week 7:

  • Attitudes of Wealth
  • Choosing Between Investments
  • Evaluating Business Opportunities
  • The Family Trust
  • Onshore vs. Offshore Structuring
  • Wealth Preservation
  • Where Do We Go From Here?
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KD Professional Services
Monday-Friday 9am- 5pm
102, 221 18th Street SE
Calgary, AB, T2E 6J5

403-219-0602
403-219-0603

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