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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
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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?
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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.
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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
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Note: Topics may vary and new information may be
added to the Financial Boot Camp without notice. |
Graduated December 8, 2007
- This is the stuff we should’ve learned in high school. It really changed our way of thinking. – Maura
- There’s not a lot of ideas out there on how to make our funds grow. This is why I came. A++ to all of you! – Ivana
- It’s all here – the new people you meet, the family, the ideas, the support. It’s nice to be a part of this. And if there’s a second part, I’ll be the first to sign up. – Wes
- No matter what level you’re at, there’s great value in here. There are benefits on every level. – Ed
- It was conveyed in a practical way and with passion. – Basil
Graduated March 8, 2008
- The Financial Boot Camp is an excellent beginning for whatever financial level you are at! – Joe
- This Boot Camp was an eye-opener and taught us so much! – Danielle
- Very good Boot Camp! Well worth it! – Nicole
- Thanks for starting us on a fabulous journey! – Sylvie
- Thank you so much for your enthusiasm, energy and for sharing your wealth of knowledge with us! – Karen
Graduated May 17, 2008
- This has been great! Where was this 25 years ago? – Ed
- The Financial Boot Camp reignited my desire to go out and find more information! – Rick
- Thank you so much! I can’t wait for my wife to get the knowledge too! – Scott
- Great encouragement to get started and re-focus back to my financial objectives! – Andrew
- I found the Financial Boot Camp very beneficial, practical and enjoyable. I would be interested in Level 2! – Jim
- I look forward to Level 2. What I appreciate the most about this course is the motivation it gave me to do something. - David
Graduated March 4, 2009
- I came to learn and it really opened up my eyes to the possibilities. – Rob
- This is probably the best money spent in my life! I plan to keep learning and use the material taught here. – Alain
- This totally changed my thinking on investing, spending and taxes. Excellent course! – Raymond
- It’s very educational. My passion is to share this experience with everyone I meet. – Gloria
- Thank you for teaching this most needed information to so many people! – Karen
- The financial knowledge that I have learned was amazing. It will certainly set myself on the right path to financial freedom! – Gerald
- Looking forward to taking Level 2! - Wayne
Graduated July 1, 2009
- Wow, this not only broke mental mindsets but also experienced spiritual breakthroughs as well. – Susan
- Enjoyed every minute. It’s great to start thinking in such a different way, to work with numbers, to dream and create ideas. Also, the practical exercises for closed circle, budgets, cash flow spreadsheets are really working for us! – Arlene
- I feel this was a very good investment and time well spent. This course provided me with tools and procedures to follow to reach my goals. – Raymond
- The class was excellent – opened my eyes to the financial world. – Erin
Graduated November 5, 2009
- Enjoyed financial boot camp. Learned a lot and gained confidence. Thank you! – Colleen
- The course material is excellent! – Rebecca
- I thought it was fantastic. Exceed my expectations – Jodi
- I am glad to have taken this course. I learned more about the closed circle budget and how it can make life better for me and my family. – Tara
- This is outstanding and should be in our school system! – Jarrod
- I found this course to be life-changing. I appreciated the opportunity to be involved in such a positive class. – Scott
Graduated March 3, 2010
- Great class, fantastic information and wonderful delivery! – Tara
- You got me thinking! Recommend this class to all my contacts! – Jonathan
- I really enjoyed the topics and learning how to use a financial calculator. – Cory
Graduated October 30, 2010
- Loved the energy. And feel more comfortable moving on. I will definitely attend the next level! The life insurance section was my favorite! – Brad
- Definitely interested in the next level when I am ready. - Tarl
- Awesome and fast paced! – Dan
Graduated March 12, 2011
- Great work! I have learned so much and I will implement what I learned into real life! – Jordan
- Where were you 10 years ago? – Mike
- I feel great! We’ve implemented strong tracking and closed circle budget in our personal finances. Now tracking in business. Excited about Level 2! – Shreba
- I really enjoyed the course! Very rich in information. Will need to apply everything that I learned! – Quoc
- Fantastic course – something I wish I would have taken and implemented years ago. Motivated me to start thinking about starting a business. Look forward to Financial Boot Camp 2! – Chanda
- It felt good to understand tax returns and balance sheets. This is what I have need to change my attitude and perspective. See you at the Financial Boot Camp 2! – Tanya
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KD Educational