WELCOME TO BOOTCAMP LESSON 3
Financial Literacy Training
YOUR TASK FOR THIS LESSON
Download the personal balance sheet below and start building your financial plan.
HERE’S WHAT’S INSIDE BOOTCAMP LESSON 4
Access to Trusted Advisor Training that’ll help you learn the Job of a Trusted Advisor, learn the characteristics of a Trusted Advisor, Benefits and How to become a Trusted Advisor!
A Character Test to see if you’re fit to become a Trusted Advisor.