Courses
Financial Planning Fundamentals
Level: Beginner
Duration: 4 weeks
Description:
This course is designed for those who are just starting their
financial journey. You’ll learn the basics of personal financial
planning, including budgeting, saving, and managing debt. With
practical exercises and real-world examples, this course will
equip you with the essential skills to create a strong financial
foundation and plan for your future.
Key Topics:
- Budgeting and expense tracking
- Understanding credit and debt management
- Setting financial goals
- Introduction to saving and investing
Investment Strategies for Beginners
Level: Beginner
Duration: 6 weeks
Description:
If you're new to investing, this course is the perfect starting point. Leanne Manas will guide you through
the basics of the stock market, mutual funds, and bonds. Learn how to build a diversified portfolio and
understand risk management. This course will give you the confidence to begin your investment journey and
grow your wealth.
Key Topics:
- Understanding different types of investments
- Building a diversified portfolio
- Risk management and mitigation
- Introduction to stocks, bonds, and ETFs
Advanced Investment Techniques
Level: Advanced
Duration: 8 weeks
Description:
Take your investment knowledge to the next level with this advanced course. Dive deep into asset
allocation, market analysis, and investment strategies that professionals use. Leanne Manas will teach you
how to optimize your portfolio, manage complex investments, and navigate market volatility. This course is
perfect for those looking to refine their investment strategies and achieve long-term financial success.
Key Topics:
- Advanced portfolio management
- Technical and fundamental analysis
- Real estate and alternative investments
- Strategies for wealth preservation
Retirement Planning Mastery
Level: Intermediate
Duration: 5 weeks
Description:
Retirement planning is crucial for financial security, and this course will help you develop a
comprehensive retirement strategy. Learn how to maximize your savings, understand retirement accounts, and
plan for your post-work life. Leanne will guide you through tax-efficient strategies, investment options,
and income planning to ensure a comfortable retirement.
Key Topics:
- Understanding retirement accounts (401(k), IRAs, etc.)
- Maximizing retirement savings
- Income strategies for retirement
- Tax planning for retirement