FINancial Literacy And Beyond

Your HEADQUARTERS FOR hands on learning ..... real life financial experience and skills
STEP ONE:
ORDER YOUR SOFTWARE: 
 
LICENSE ORDER PROCESS (This license order form is for individuals enrolled in the Certified URSLA Reviewer and Educator program and is provided at no cost to you for 30 days).  
 
Fill out your license request here: 
 
 
Your Email - to send license link/directions *
Date/Time of Request *
Full Name *
Address *
City *
State/Province *
ZIP/Postal Code *
Primary Phone (a phone number must be included for software registration)
Profession
Best phone number for questions we may have regarding your license request. Also any questions you may have. *
ICFE Purchase ID or purchase description
Request software for *
I have read and agree to disclosures regarding use of this software:
For the first 4 modules you will be using the URSLA consumer program -- allowing you to become familiar with URSLA and seeing the power of how URSLA to help consumers see the relationship between saving, investing, debt, and other factors in their financial life.  
 
Once you complete Module 4, you will have the ability to move to the CLIENT MANAGEMENT and GIFT SYSTEM.  This allows you to become help potential clients to get started through the use of URSLA.   saving and how  module you will be requesting the WS-Q license (designed specifically for education professionals) WS-Q licensees are qualified to use the WHEN-Score program by taking specific coursework provided through contractual agreement with WEALTH STRONG or through training provided by organizations such as the Institute of Consumer Financial Education. 
             If you are a financial professional enrolled in or considering the CFC-Pro or CFC-R program, you may order the WS-QP license (restrictions apply)
 
Order your license using these directions
  1. You must type in EDUCATOR  or FINANCIAL PROFESSIONAL  in the top cell (or this request will not forward to the Registrar's office for this course)
  2. Fill out your First and Last Name
  3. Choose the WS-Q or WS-QP Trial License
    • The WS-Q license if you are NOT a financial professional
    • If you are a financial professional, you may choose the WS-QP Trial License.   This gi
      ves you an understanding of all the software capacities for a fully licensed FINANCIAL PROFESSIONAL.   You are, however, under contractual agreement NOT to manipulate professional input sections unless you are licensed or credentialed to work with people in that professional capacity.
  4. Fill out the remaining input cells.
  5. Hit submit. 
  6. Then follow the instructions that appear once the form is submitted.

 If you are taking the program for continuing education credit or on a module by module basis, you will have the choice to purchase a license at the end of the training.   You do not need to have a license to work with consumers who are able to purchase the WHEN-Score consumer version for as low as $4.95.

 

  Support and Ideas for Software Technology
 
Thanks for your input in the form below -- from it we become better!!
 
All software technology has possibility for problems -- and we want to catch any before they become a problem for many people.
 
 
Sometimes a problem with the software is due to how data is input.  So first, please call our office and see if we can help in solving the problem through a "go to meeting" session.  
 
HERE IS HOW THAT WORKS...
 www.JoinGoToMeeting.com
1

Make sure you are using an internet browser and not mozilla firefox as your browser 

2

From your browser type in the link above, be ready to enter a 9 digit code we will give to you. Enter the number and put in your name and email. Once you join the session we will ask you to allow us to see your screen, you will need to click yes and also allow us to take over your mouse and keyboard  

3

Be ready to work with us to re-create the problem.  We will ask you to document the problem below so we have record of what happened.   From this, we will be able to help others by developing a help file  

 
WHEN YOU ARE READY TO DO A "go to meeting" call, dial 303-904-3177 for help. 
 
PLEASE HELP US BY USING THE FORM BELOW to help us document the issues you and other people may have:
 
  1. If you can't get through or have worked with our office staff and still have problems or
  2. If you worked with someone in our office, we want to know what worked for you, please report what happened!  
 
PLEASE BE AS DETAILED AS POSSIBLE SO WE CAN RE-CREATE THE PROBLEM.....
 
Your report is appreciated.
 
 
 Software tab *
 Full Name *
 Phone Number *
 Email *
 Time Stamp *
 Describe in detail what is happening *
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