FINancial Literacy And Beyond

Your HEADQUARTERS FOR hands on learning ..... real life financial experience and skills
 
12 TRAINING MODULES:
(detailed description below)
 
TOPIC GENERAL  DESCRIPTION
and
SAMPLE  EXAM MATERIALS

 

You are viewing a sample page which directs you to information regarding the following Training Components 

 SOFTWARE

Understanding the three software packages you receive in your training

 

 CLICK ON PHOTO

 MODULES

 EACH MODULE HAS:

*  INTRO PAGE

*  VIDEO &

       ASSIGMNEMT PAGE

*  EXAM PAGE

 

VIEW GENERAL CONTENT INFORMATION FOR EACH MODULE

 AT THE BOTTOM OF THIS PAGE

 

RECEIVING CONTINUING EDUCATION CREDIT OR CERTIFICATION

 

 

 CLICK ON PHOTO

Putting the pieces together ...
SEE DESCRIPTION OF EACH MODULE BELOW

INDIVIDUALS START THEIR TRAINING WITH MODULE A

MODULE A

Components

INTRODUCTION:  VIEW MODULE A INTRODUCTION PAGE BY CLICKING HERE OR ON PICTURE ON RIGHT

 

VIDEO: Each module has a prerecorded Powerpoint presentation:   

       Module A presentation is titled:

 

URSLA:  A 50,000 foot view --

Why URSLA was developed. Why URSLA fits the criteria of  "What Customers Want"

 

MATERIALS:  Each program has downloadable pdf materials

    

Click here for sample of article or other materials used in program: 

   Article: "How to increase your close ratio by 15%" 

   Material:   Program Template for CURSLA Professionals  

 

 

EXAM:  Click here for link to exam video and exam page

 

MODULES B, C and D

ONCE MODULE A IS COMPLETED,  ENROLLEES RECEIVE WHEN-SCORE SOFTWARE, THE ORIGINAL TOOL MEASUREING A PERSON'S URSLA ... 

 MODULE B, C and D Training provides hands-on URSLA training.  Participants learn and then enter information into data input fields using WHEN-Score Software.  This provides real life knowledge and understanding regarding critical financial variables and retirement concepts every individual SHOULD KNOW.  

 Each module and a content description is listed below...

MODULE B

URSLA:  TAB 1

The first critical set of variables every professional needs to know and every consumer must control for financial peace of mind.  Setting the foundation for retirement resource longevity. 

 

Focus on Base Data, Working Age, Age When Retiring, Social Security and Pensions issues professionals and consumers need to know

MODULE C

  URSLA:  TAB 2

Reality and the future - keeping our eyes open.  The dangers of using a crystal ball and the wisdom of making the most of historic data and lessons about new paradigns.  Has retirement planning moved from asset management to risk management?

 

Focus on Savings during work years, Home Value, Investment Allocation and Long Term Care issues - while viewing the impact of changes in each

MODULE D

 URSLA:   TAB 3

Damage Control.  When things turn out different than what a client plans or expects, what base consumer strategies work?  What is the impact of debt and how does your client make realistic spending plans to enhance financial resource longevity?  

 

Focus on CRITICAL FACTORS -  Debt, Mortgage, Introduction to Reverse Mortgage, Determining how to identify income and spending varibles for years in retirement and understanding the impact and effect of each on retirement resource longevity 

 

 

Moving to a HIGHER LEVEL OF SERVICE

 

MODULES E, F, G and H

Content Description for Module...

  With 30 day software license for

Client Management and

Gift Pass program: 

MODULE EYour Public Persona.  Demonstrating your commitment to helping people find financial clarity -- with public seminar you can use!
MODULE FHand holding -- the gentle approach to helping clients see your value 
MODULE GA next step -- a resource for your life and a way to help clients move to higher levels of clarity   
MODULE HIntegrating it all, a way to give clients a sense of the big picture 

 

REVIEWING and EDUCATING

THE MARK OF A TRUE PROFESSIONAL

 

MODULES I, J, K and L

 Content Description for Module...  With 30 day software license for PROFESSIONAL Version of the WHEN-Score
MODULE IBehind the veil -- understanding professional financial strategies that build for the future (based on a clients real data) and knowing where to draw the line between education and advising
MODULE JTHE CURSLA PROFESSIONAL.   Partnering while helping clients take personal responsibility.  Learning to have the heart of a coach, wisdom of an educator and building a bond of trust  necessary to help people move forward after an economic meltdown.   
MODULE KFinding Professional Clarity -- understanding what works and what doesn't  -- case studies reflecting real life situations.  What every professional should know to keep their clients out of the RETIREMENT SHORTFALL TSUNAMI  
MODULE LWhere the rubber meets the road.  The Ethics and Responsibilities of a Certified URSLA Reviewer and Educator.