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  • If you can read a nutrition label or a baseball box score, you can learn to read basic financial statements. If you can follow a recipe or apply for a loan, you can learn basic accounting. The basics aren’t difficult and they aren’t rocket science.   This course is based on information provided courtesy of the Securities Exchange Commission.

  •  This FREE course will guide you step-by-step through the process of eliminating debt, raising your credit score and building your financial future.  Spreadsheets are included for download.
  • Get started with the basics.  Session 1 covers stock market history, explains what a stock is, types and categories of stocks, discusses the stock exchanges and what happens when a trade is made.

    Session 2 covers how to select a financial professional to work with, market cycles, information sources, how to read the stock tables, paper trading, supply and demand and circuit breakers.

    Session 3 is a discussion on the paper trading exercise.

  • Women live longer than men.  Single or married, today's women face different challenges than their male counterparts.  This course will identify these challenges and offer solutions.

  • Freelancers and Self-Employed individuals face unique challenges when it comes to saving for retirement.  They are also provided with different qualified retirement vehicles to help address these challenges.  Join us for our comprehensive course covering these topics and more.

    This course can be combined with  our Understanding & Analyzing Mutual Funds and our Asset Allocation courses for additional savings.

  • Now in Development. An introduction to financial strategies for young people just starting out.  Saving for short-term goals, investing for long-term goals, budgeting and credit management.

  • Now in Development. An introduction to financial strategies for people in their 30's.  Education savings, insurance and housing tend to become issues of primary concern.  Retirement is still a long way off, but must still be managed.

  • Now in Development. An introduction to financial strategies for people those in their 40's.  Your priorities have most likely changed so your outlook and time horizon should change as well.  We'll take a look at this stage of your life--the stage where you are entering you peak earnings years.  College costs for your children may be on the horizon and retirement is getting closer.  Long-term care insurance may be something that you want to look into.  You may be considering a second home, boat or R/V purchase, or perhaps a dream vacation or sabatical may be a goal for you.  We'll explore these topics and more.

  • Now in Development. An introduction to financial strategies for people in their 50's.  The children are probably out of, or close to being out of the house, you're well on your way to saving for your retirement goals, now is the time to do some long-range planning.  You've thought about these things, now it's time to make more concrete decisions.  Where do you plan to live?  What do you plan to do with your time?  What information is available?

  • Taking the time to properly plan for the future will save your loved ones considerable time, aggravation and money.  We'll cover the basics and point out potential pitfalls to get you well on your way.

  • The best information used to be reserved for use by a very exclusive and wealthy group. The Internet has brought reams of information to the masses.  Along with it has come a veritable minefield of bogus and fraudulent promoters and hucksters.  This course will guide you through this minefield to show you the sites you can trust and how to use this information to level the playing field and perhaps even increase your advantage. 

  • Saving and investing for your retirement is increasingly becoming your responsibility.  Will you have enough for a comfortable retirement?  This course will explore a number of must-know concepts, show you how to easily calculate important benchmarks, offer insight into the current state of social security and offer valuable tips and hints to make sure that you understand and successfully manage your retirement program. 

  • Cost: $75.00

    One of the most important factors to long-term invest success is also one of the least understood concepts.  We'll explore Asset Allocation and show you how you can increase the performance of your retirement plan (or other investment accounts) while experiencing lower volatility.  This course can be combined with Understanding Mutual Funds and Mananging your 401k Retirement Program for additional savings.

  • The Mutual Fund is probably the best investment vehicle ever invented for the individual investor.  Most people don't know how they work, or how to get intensive information on funds that they already own.  This course demystifies Mutual Funds, various share classes, fees and performance measurements.  We'll show you step-by-step how to read a Standard & Poor's Mutual Fund Report and give you access to the Standard & Poor's Outlook, the oldest, continually published investment advisory newsletter in America, free for 30 days!  This course can be combined with Understanding And Managing your 401k Retirement Program for additional savings.

  • Appling for and getting Financial Aid.  Avoiding schemes and scams and getting the most aid possible.  Taught by Sarah O'Neil, Assistant Director of Financial Aid ay SUNY Maritime, participants will be guided through the maze that encompasses the financial aid landscape and shown, step-by-step, the entire FAFSA process.  This course includes a live, online lecture, worksheets and video tutorials detailing how to fill out the FAFSA and how to avoid common errors.

  • Cost: $49.00

    Indepth information on 529 plans, Education IRA's, College Inflation Levels 

  • Stocks, Bonds, Options, Futures, FX--it doesn't matter.  This 2-hour live online lecture will provide a solid foundation on which a successful trading business can be built.  Topics discussed include: psychology, money management, staying in the game, computer programs and more than a dozen trading ideas to get you started.

  • Write a concise and interesting paragraph here that explains what this course is about
  • Write a concise and interesting paragraph here that explains what this course is about
  • Write a concise and interesting paragraph here that explains what this course is about
  • Cost: $195.00

    65% of candidates are failing Level 1 of the CFA program!

    It is virtually impossible to succeed in the CFA® exam without an understanding of the basics in accounting, economics, quantitative analysis, finance, asset valuation and portfolio management.

    Our CFA Primer Course gives you a thorough understanding of the above topics which will enable you to understand the more complex concepts in the reading assignments.  We even include step-by-step, keystroke-by-keystroke calculator instructions.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.

  • This Beta Course is being developed and tested.





Financial literacy and education for everyone featuring blended synchronous and asynchronous segments with most courses.
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  • 7 Feb, 13:48
    Richard Gandon
    Testimonials from our 'Trader' Course more...