Course curriculum

  • 1

    Welcome To Fit-To-Fly Financial Plan Online Course

    • Welcome To The Fit-To-Fly Financial Plan Online Course

    • Welcome To The Smart Stewards Academy!

    • How to use this course

    • Your Course Onboarding Details

    • Course Timetable- Cohort 4

    • Smart Stewards Legal Terms And Privacy Policy 2020

    • Legal Terms

  • 2

    Introductory Module

    • Your 6- Learning EMPOR Points and The Learning CONE.

    • The Spiritual Dimension To Wealth (Must Watch!)

    • You Need To Familiarize Yourself With Your Finances! (Free E-book)

    • Free E-book Download

    • Fortifying Your Financial Future (Presentation To the Flourishing Forties Community)

  • 3

    Module 1: The Basics of Money, Wealth & More

    • Welcome Again To Fit-To-Fly Financial Plan Online Course

    • The Four Types Of Wealth

    • Financial Wealth

    • Financial Wealth: Learning To Manage Your Money

    • Social Wealth

    • Physical and Time Wealth

    • Your Money Temperament

    • Quick Survey: Before We Move On...

    • Cohort 4: Week 1 Coaching Call February 5, 2022

  • 4

    Module 2A : The 3-Tier Wealth Pyramid And The 7-Level Literacy Pyramid For Financial Success

    • The Three-Tier Wealth Pyramid ( 3 Mins Read)

    • Maslow's Law Of Needs

    • The 7-Level Literacy Pyramid For Financial Success ( 4 Mins Read)

  • 5

    Module 2B: Financial Planning Module

    • What Is Financial Planning?

    • Common Mistakes People Make About Financial Planning

    • The Difference Between Wealth Management and Financial Planning

    • The Six Step Process for Building Your Financial Plan

    • Cohort 4: Week 2 Coaching Call

  • 6

    Module 3A: Cash Flow Management and Budgeting

    • Introduction To CashFlow Management

    • Making More Money: The Cash-flow Quadrant

    • Budget (Video)

    • Savings

    • Emergency Funds Video

    • Finances In Marriage -YOM Money:( Your Money, Our Money, My Money)

  • 7

    Module 3B: Investment Planning

    • Investment Basics (Video)

    • Investment Planning (Index funds and Etfs) With Dr. Remi Banjoko

    • Four Streams With Motunrayo Ade-Famoti

    • Hedging Against Devaluation Risks WIth Wole Oluyemi

    • Investing and Retirement Planning (Focus On The USA) With Morenike vincent

    • Understanding The Stock Market: Kayode Olayemi

    • The Canadian Investment Terrain With Funke Fasunon

  • 8

    Module 4A: Retirement Planning

    • How Ready Are You For Retirement?

    • Retirement Planning With Lydia Chinery-Hesse

    • The Basics Of Pension In Nigeria With Gboyega Ejiwunmi

    • Retirement Planning In The UK: Live Webinar

  • 9

    Module 4B: Estate Planning

    • Estate Planning

  • 10

    Module 5A: Risk Management and Insurance

    • Module 5: Introduction To Module 5: Risk/ Insurance Management and Tax Planning

    • Four Personal Financial Risks

    • Introduction To Life Insurance : External Content From WebCE (3 Mins read)

    • Life Insurance Needs (Why Life Insurance?) External Content From WebCE (2 Mins read)

    • Term Life Insurance: External Content From WebCE (2 Mins read)

    • Permanent Life Insurance : External Content From WebCE (2 Mins read)

    • Universal Life: External Content From WebCE (2 Mins read)

    • Variable Life Insurance /Others: External Content From WebCE (2 Mins read)

    • Group Life Insurance : External Content From WebCE (2 Mins read)

    • Health Insurance: External Content From WebCE (2 Mins read)

    • Disability Insurance Needs

    • General Tips On Insurance In Nigeria Patience Onchabor (Video)

    • Insurance: More About Life Insurance In Nigeria With Deji Johnson

    • Insurance Types In Canada With Funke Fasunon

  • 11

    Module 5B: Tax Planning

    • Tax Planning In Nigeria With Bolaji Obisanya

    • What to Know About Tax Refunds With Morenike Vincent

    • Tax Planning ( 5 Mins. Read)

  • 12

    Module 6: Financial Plan: Practical Samples

    • Practical Financial Planning

    • Building Your Financial Plan (The Six Elements Explained)

    • Why You May Need A Financial Advisor: Angela McGreal

    • Sample Financial Plan: (Jill & Jack)

    • Download Jack & Jill's Plan

    • A Sample Financial Plan for an Unmarried Person (Susie)

    • Download Susie's Plan

    • Financial Planning Questionnaire ( Download and Fill)

  • 13

    Module 7 : Other Financial Areas To Consider

    • The Right Money Mindset

    • Your Temperament and Your Money Attitude

    • Your Personal Finance LANE

  • 14

    Conclusion

    • Congratulations!

    • Rate This Course

    • Welcoming You To Join the Smart Stewards Inner Circle

    • Welcoming You To Join the Smart Investment Club

  • 15

    Library (Coaching Calls Previous Cohorts and Others)

    • Fortifying Your Financial Future (Presentation To the Flourishing Forties Community)

    • The Beast Mode Approach For Your Financial Planning

    • Cohort 2: Week 1 Coaching Call

    • Cohort 3 Week 1 Coaching Call- April 2nd 2021

    • Cohort 3 Week 2 Coaching Call - April 9 2021

    • Cohort 2 Coaching Call For Week 2

    • Cohort 3: Week 3 Coaching Call- April 16 2021

    • Cohort 3 Coaching Call: Week 4 April 23rd

  • 16

    Case Study Presentation By Groups

    • Financial Planning Case Study Presentations On Celebrities

  • 17

    Downloadable Materials

    • Additional Resource On Financial Planning ( External Content)

    • Ebook On Financial Planning By Pearson (Chapter 1)

    • Ebook On Financial Planning By Pearson (Chapter 2)

    • Steps To Creating A Financial Plan ( External Downloadable Content)

    • Financial Plan Sample 1

    • Financial Plan Sample 2

    • Financial Plan Sample 3