FINancial Literacy And Beyond

Your HEADQUARTERS FOR hands on learning ..... real life financial experience and skills

SAMPLE OF MODULE A ASSIGNMENT AND VIDEO PAGE
 
MODULE A
  
VIDEO, ASSIGNMENTS, DOWNLOADS AND EXAM LINK
(Training and Exercises to help you become expert in helping clients effectively enter data and review their URSLA)
 
We want you to have a great learning experience.  We have set up your learning system in steps which allow you to quickly become an expert in helping others with education, data input and a system for reviewing their URSLA.  
 
We start each session by giving you a list and links to downloads you will need to save or print.  The downloads typically are in PDF, however some docs will be in Word or in Excel.  We have designed training pages to easily save on your computer or print up and place in a book. 
 
We suggest you create a folder on your computer called CURSLA or CURE (standing for Certified URSLA Reviewer and Educator) and then create folders inside this desktop folder for each module you plan to complete.  Doing so will allow you to easily locate the materials you need for your assignments.  
 
Module A contains for following

Downloads 

       3

Link 

1

 Video

1

 

REMINDER:  Your payment code is necessary to enter the next series of modules.  Please keep payment information in a convenient location.    

 
We hope you enjoy your time with us and find the training valuable to your career in helping individuals gain confidence and clarity regarding their future retirement.    
 
MODULE 1 DOWNLOADS
Description and Name DOWNLOAD OR LINK  
GUIDE TO USING WHEN-Score software (analytical software to calculate URSLA)CLICK HERE
 Sample Coach Meeting Template CLICK HERE

 HISTORY OF URSLA

(sample page does not include link to this assignment material)

CLICK HERE 
 

 ASSIGNMENTS for completion of MODULE A:               
 
1.  Download materials for MODULE A by clicking on the links above.  (You will need the materials to complete your Module A assignments).
 
2.  View the 45 minute training video below by clicking on the link.  
 (sample page does not contain the video link)

 

 3.  Upon completion of the assignment instructions in the video, you are ready to take the exam.   View the video below by clicking on the arrow to review the questions prior to clicking the exam link.   

 

 

 

 

 
  
 MODULE A Virtual Exam Questions 
 
View the exam video and once you are sure of your answers click on the link below to complete the Module A exam for continuing education or certification credit.  
  
 
ONCE YOU COMPLETE YOUR EXAM, CLICK HERE FOR MODULES B, C and D General INFORMATION PAGE