Econ learning center

Intro To the 7 credit and money milestones Challenge

Financial Literacy Group

Banzai

EVERFI

Meta Verse

Carlos Anaya

CEO of Econ Learning Center Personal Credit and Financial Literacy Educator.

Understanding Credit Basics – Discover how credit works and why it’s crucial to your financial health.

You'll embark on a transformative Financial IQ journey

Learn proven strategies to improve and repair your credit score.

Mastering Credit Repair –

Gain insights into managing your debt and developing a plan to eliminate it.

Debt Management & Elimination

MtL offers a unique learning experience for leaders in that your team is one of a cohort of teams and where YOUR CASE&nbsp;IS&nbsp;the Course in a flipped classroom. ﻿You come away with real solutions to real problems and with initiatives you can implement immediately to improve your business. Topic content, practice cases, role plays, and YOUR CASE applications are blended with real-time feedback from fellow students and instructors in ten two-hour weekly live sessions. MtL Tools and Methods make doable actions driven by seven simple truths that are otherwise anything but easy.

Your own organization is the case on which you apply MtL tools and methods. 

Course syllabus

Ahead of our first live session, open and work through the Get Started and Ramp Up modules.

Course Opens

Plan on at least:<ul><li>40-minutes prep for live sessions</li><li>20-minutes post live sessions</li></ul>

Weekly Assignments

Weekly 2-hour live sessions on Thursdays

Your work in MtL culminates with a management presentation that you prepare and run through with at least one outside executive, factor input into your final submission, and that you turn in one week after the last live session for evalution and grading.

Management Presentation

Schedule

Professionally financed management teams driving to complete value creation initiatives.

Organization, unit, and function leaders driving change initiatives to grow faster/perform better.

Owner-Operators who are ready to transition but whose organizations are not transition ready.

Leaders and their team with a change in mind to make to accomplish a mission, leave a legacy, or get promoted.

Startup Entrepenuers looking to go from Powerpoint to Profits.

Manage to Lead is for:

MtL is a leadership team management and development system of integrated Tools & Methods to architect, build, govern, & change your business

Your mandate is what you target to achieve by when. Think of it as the game you are playing. In MtL you learn how to always know:<ul><li>Where things are now.</li><li>Why things must change.</li><li>How you want things to be.</li><li>How to get them there.</li></ul>

Master the Change Framework:

While business leaders agree that alignment is key to success, research shows that&nbsp;<a href="https://www.spiceworks.com/marketing/marketing-strategy/news/94-percent-leaders-believe-aligning-marketing-and-sales-gained-importance/" rel="noopener noreferrer" target="_blank">&lt;33% say their top team is fully aligned</a>. MtL Tools and Methods, developed and honed by a team of successful CXO's, lead to clearity and alignment through collaboration.

Discover disconnects and align your team:

Determine which of five common operating models most closely matches that of your organization and draft a DO-SELL-GROW process map for the one that most constrains performance and growth.

Learn how to set up, assess, and mature key processes:

For financial and other KPIs you learn to measure performance relative to past, plan, and peers.

Decide what to watch, and how, to know how well you are doing:

Learn how to decide which initiatives to pursue first and <a href="https://intelliven.com/wp-content/uploads/2024/07/Manage-to-Lead_FactSheet.pdf" rel="noopener noreferrer" target="_blank">what to do</a> to guarantee they will be completed on target, on time, and on budget!

Launch Strategic Inititiaves

Most people think you either lead or manage. The truth is you need to do both. The first thing a good leader needs to manage, is themself!

Peter DiGiammarino

Professional CEO; Course Designer and Lead Instructor

Joyce Reynolds

MtL Course Designer and Co-Instructor

Cohort 15

Cohort 16

To make smart, strategic business decisions, you need to understand the numbers. Really understand them. Building your financial vocabulary, knowledge, and literacy will bring your business to the next level. You just need to learn how.

Transform from a hesitant beginner to a confident strategist.

Each week we'll have LIVE sessions where you get the opportunity to work with Kurtis and your classmates. All sessions are recorded, so you can watch them on your own time even if you can't attend (though I recommend attending).

Mondays & Thursdays

Each week we have pre-recorded materials for you to digest between sessions. This allows us to deliver the principles clearly and reserve the time in the live sessions for interactive teaching.

Pre-recorded materials

We encourage you to apply the concepts to your own business. Each week we'll provide prompts to go back to your business and seek to use the principles we discuss to improve your business financially.

Weekly projects (not required)

Course schedule

Business owners who are anxious about their numbers and want to STOP leaving money on the table from preventable financial mistakes.

Business owners/leaders who are looking to grow their business (and themselves) but want to make sure they grow responsibly.

Executives who feel lost looking at numbers, yet are responsible for managing your department’s results.

Who is this course for

What you’ll get out of this course

To understand your numbers, you first have to master the basics. We'll simplify the financials and show you how they work and are connected.

Learn how to decode your financial statements

Every business is different, which is why there is no one size fits all solution. We'll teach you the most common drivers and help you identify which are most important for your business.

Identify the key results driver for your specific situation

Every business has different factors that impact it. We'll teach you how to identify your most important metrics and establish criteria for when it's time to take action on them.

Select, Track, and Act on your Key Metrics

Operational mastery will provide you insights into the business, but numbers can highlight the less obvious. We'll teach you how to incorporate numbers into your decision-making process and to tell your story.

Use your numbers to make better decisions and tell your story

Learn how to analyze financials and use them to make better business decisions (and ultimately make more money).

Kurtis Hanni

SMB CFO for 10+ years, now owner in a Fractional CFO business helping SMBs optimize their numbers

Cohort 2

Cohort 3

Complete Financial Wellness is a live online workshop where you will learn exactly what you need to do to effectively manage your finances with very little effort. This class is not a collection of theories and concepts. You will learn real-world information and leave with a solid understanding of your finances. You will also learn how to use an account structure to put your finances on autopilot, build wealth systematically, and have the information you need to make decisions and plans with confidence. At the end of this course you will have the information you need to solve your financial issues, build wealth faster, and live the life you have been working so hard to have. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Manage your finances and make decisions and plans with confidence

Saturday


Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

Professionals who earn a solid income but can't seem to get ahead and want to build wealth consistently and predictably.

Commissioned Employees or Business Owners with fluctuating incomes who want a way out of the feast and famine cycle.

Who benefits most from this course?


What you’ll learn in this course

<ul><li>Personal debt is greater than ever and increasing at an alarming rate</li><li>Making ends meet is getting harder each month</li><li>Financial stability seems impossible</li><li>The life we want to live feels unattainable</li></ul> Why is this happening and how do you protect yourself and your household?

Why most people are struggling with their finances


<ul><li>Apps</li><li>Financial literacy programs</li><li>Financial planners</li></ul> With all of these resources, why can't we get our financial house in order?

The 3 options available to help you manage your finances and why they aren't working


<ul><li>Where your money comes from throughout your life</li><li>Where it's all going</li><li>How to control it</li><li>How to make financial decisions and plans with confidence</li></ul>

The 4 things you must know to live your financial life with confidence


<ul><li>Knowledge</li><li>Insight</li><li>Control</li><li>Plan</li><li>Accumulate</li><li>Deploy</li><li>Distribute</li></ul> Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.

The 7 stages of your financial life


Wealth = choices. Simple as that. The more financial wealth, the more choices you have. Learn which financial profile gives you the most choices.

The 3 financial profiles 


<ul><li>Income</li><li>Bills</li><li>Spending</li><li>Funds</li><li>Investment Contributions</li></ul> Understanding these elements and how they work together is critical to having the information you need to build the life you want.

The 5 elements of cashflow


<ul><li>How money enters and exits your life</li><li>How to use an account structure to put your money on autopilot and build wealth systematically.</li></ul>

Cashflow Logistics


<ul><li>How using proper financial management may help you build wealth 24% faster.</li><li>How to live your life at a 30%-70% discount with one simple decision.</li><li>Take chances, or assure your wealth when you are young? Debunking conventional thought.</li><li>It's just a $100 monthly payment, or is it?</li></ul>

Bonus Learning - Real Life, Real Numbers, Real Math

Practical, step-by-step instructions to effortlessly manage your money and make financial decisions and plans with confidence.


Nader Yassa

CEO of Lifestyle Plan

June 21

July 12

The first course I teach, Complete Financial Wellness, is a prerequisite to this masterclass. This masterclass is a 3-part live interactive online course that will provide you with greater knowledge and deeper insight into what you learned in the initial course. In this course we focus heavily on execution as I provide additional technical details as you: 1. Build your comprehensive cashflow plan. 2. Establish your account structure. 3. Implement a cashflow logistics process to effortlessly manage how money enters and exits your life. This course is limited to 10 participants per cohort to allow ample time for questions and answers. The three parts of the course are: The 7 Stages of Your Personal Finance Journey&nbsp;- Understanding the stages of your financial life so you know what to do today to create the tomorrows you are working so hard to achieve.&nbsp; The 5 Elements of Cashflow&nbsp;- How money enters and exits your life, and what living within your means...really means.&nbsp;The 3 Accounts You Need to Put Your Money on Autopilot - How to establish your account structure and automate cashflow logistics so that you can effortlessly manage your money. Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain. See you in class! For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.

Putting what you learned into practice.

If your events are recurring and at the same time, it might be easiest to use a single line item to communicate your course schedule to students

Saturday

Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.

This course is for students who have attended the first Complete Financial Wellness course. The first course and this masterclass benefit:


What you’ll learn in this course


How making daily financial decisions and planning for your future work together and why both tactics and strategy are paramount to designing your financial life and realizing your financial goals and objectives.

Tactics and Strategy

A clear roadmap of your personal finance journey and the critical components of each. Knowledge - Insight - Control - Plan - Accumulate - Deploy - Distribute

The 7 stages of your finance journey


How money enters and exits your life. IncomeBillsSpendingFundsInvestment Contributions

How to establish an account structure to put your money on autopilot and build wealth systematically.

Establishing your account structure

How to implement an automated cashflow logistics plan so you can manage your money with very little effort.

Cashflow Logistics

<ul><li>Stock Market vs Real Estate.</li><li>Leverage into net worth, liquidate into cashflow, but only if necessary.</li><li>How to create non-taxable cashflow by managing a depreciable base.</li></ul>

Bonus Learning - The Math

Deepen your knowledge of personal finance and receive further technical instructions as you implement what you learned in the initial class.

Lightning Lessons

Intro To the 7 credit and money milestones Challenge