|
Kustom Design Educational’s Financial Boot Camp is a series of fun, fast-paced and inspirational sessions where you will be empowered to take control of your finances.
It is a 7-week course that is held 1 night per week for 3 hours.
The Financial Boot Camp is geared towards the 5 Steps to Financial Freedom based on biblical principles of finance that will empower people to become good stewards, acquiring more wealth and cash flow to bless generations.
There are currently 3 Financial Boot Camps:
- Financial Boot Camp Level 1
- Financial Boot Camp Level 2
- Kingdom Financial Boot Camp
BE ON THE RIGHT TRACK TO FINANCIAL SUCCESS!!
Join us for a FREE Financial Boot Camp Info Session, your introduction to the Financial Boot Camp.
Come to the Info Session and enjoy special discounts to the Financial Boot Camp!!
This is a limited offer only so make your reservations now!!
Upcoming Boot Camp: The Kingdom Financial Boot Camp. The Kingdom Financial Boot Camp provides a different approach to taking control of your finances. It presents relevant topics and ideas in a Christian perspective based on scriptural references. More details of the Kingdom Financial Boot Camp coming soon!
The Financial Boot Camp Level 1 will provide you with a general knowledge and understanding of key areas of taxes and finance, from the basics of taxes and investments to relevant issues on cash flow and structuring.
No matter what financial knowledge you have now, the Financial Boot Camp will empower you to take your finances to the next level and show others the way.
The Financial Boot Camp Level 1 is your first step to Financial Freedom!
LEVEL 1 OUTLINE
Week 1:
• Introduction to Financial Boot Camp
• Financial Education (the starting point)
• The 5 Steps Recap
• Active vs. Passive Investors
• Retirement Outlook
• The Big Picture of money
• History of money
• Gold Standard
• Introduction of Bank Leveraging |
Week 5:
• The Why is more important than the How
• Lifestyle
• Visualization
• What’s your temperature?
• Financial Blueprints
• The Essential Goals Checklist
• Focusing Strategies
|
Week 2:
• Closed Circle Budgeting Application
• Introduction to Cash Flow
• Eliminating Bad Debt – Your Game Plan
• Evaluating & Improving your Credit Score
• Using a Financial Calculator
• The Power of Education
• Financial Education Myths |
Week 6:
• Overcoming Financial Road Blocks
• What’s your AQ?
• Market Risk
• Rules of Investing
• Investment Myths
• Secrets of the Wealthy
• Due Diligence
• Capital Management Plan
• Do what the Banks Do
• 5 Pillars of Investing
• Cash Flow is the Answer, Where to Get Ideas
• 2 Conventional Retirement Methods and
Why They Don’t Work |
Week 3:
• Employees vs. Self - Employed
• Business Owner or Investor
• Legally Minimize your Taxes Paid
• Tax Credits and Tax Deductions
• Understanding your Tax Return
• Strategizing your Tax Plan |
Week 7:
• Attitudes of Wealth
• Choosing Between Investments
• Evaluating Business Opportunities
• The Family Trust
• Onshore vs. Offshore Structuring
• Wealth Preservation
• Where Do We Go From Here?
|
Week 4:
• How money is Created
• Impact of Inflation
• Definitions of Wealth, Riches & Money
• Your Net Worth
• Cash Flow Patterns & Projections
• Cash Flow Quadrants
• Capital Appreciation vs. Cash Flow
• Wealth and Cash Flow working simultaneously |
Note: Topics may vary and new information may be added to the Financial Boot Camp without notice.
|
The Financial Boot Camp Level 2 will help you further implement what you have learned and ensure you are on a 5 Step Plan for Success.
The Level 2 Course offers an advanced and in-depth understanding on topics and issues from the Level 1 sessions, as well as new and exciting topics. As we face more challenges in this ever-changing financial world, the graduates of the Financial Boot Camp Level 1 are encouraged to take this next step as they continue their journey to financial freedom.
LEVEL 2 OUTLINE
Week 1:
• Recap of Level 1
• Financial Freedom, A Journey
• Introduction to Level 2
• Current World Monetary Systems
• Bailouts, How do they affect us?
• Global Economic Organizations & Their Impact
• Transition from Employee to Self Employed
to Business Owner |
Week 4:
• Tax Planning for the Self Employed &
Business Owners
• Actions Required for Active Investing
• Finding Money to Invest
• Structuring you Investments
• More on Dividends – Eligible & Non Eligible
• Analyzing Financial Statements |
Week 2:
• Cash Flow, The Next Level
• The Closed Circle and Overflow in Action
• Taking your Credit to the Next Level
• Introduction to Advanced Tax Planning
• Keys to Tax Planning
• Tax Planning for Individuals
• Tax Shelters in Depth |
Week 5:
• Weathering any Economic Storm
• The Business of Trading
• Rule #1 in Investing
• Dividend Reinvestment Plans
• Tax Planning for Investors
• Using your Capital Gains Exemption
in this Lifetime
• Tax Free Savings Account
• Maximizing your Family Trust part |
Week 3:
• 10 Types of Structures
• Ins & Outs of Corporation
• Steps to Starting a Corporation
• Minute Books & Record Keeping
• The Business Number – 4 Components
• Advanced Corporate Structuring
• Building & Running a Rock Solid Business |
Week 6:
• Your Legacy: Lasting Wealth
• The Power of Gifting
• Maximizing your Family Trust part 2
• Insurance 201: Identifying Insurance Needs
• Dealing in the U.S.
• Mapping your 5 Step Plan
• Meeting your Expectations
• Connections you Need to Success
|
Note: Topics may vary and new information may be
added to the Financial Boot Camp without notice. |
|
KD Educational