financelive cohort
Advanced Personal Finance Intensive
Learners who’ve completed the basics and want a deeper, more personalized financial planning intensive.
6
Sessions
$349.00
Price
20 of 20
Spots left
DOT Facilitator
View full profile →What you earn
Session Micro-Credential — one per completed session.
Masters Class Macro-Credential — awarded when you finish the whole class.
This credential model is specific to Masters Classes and separate from DOT's K-12 standards-based credentialing.
Curriculum
1
Session 1: Building your full financial plan
2
Session 2: Tax optimization strategies
3
Session 3: Investment allocation in depth
4
Session 4: Insurance and risk management
5
Session 5: Estate planning basics
6
Session 6: Your 5-year financial roadmap, reviewed live
20 of 20 spots left