Comprehensive, Objective Financial Education

Wealth Creation Today® takes a comprehensive, objective approach, giving you indispensable tools to avoid mistakes and recognize smart solutions for your personal financial wellness.

Learn How To

Create S.M.A.R.T. financial goals
Accumulate wealth faster
Avoid common investment mistakes
Prioritize which debt to pay off first
Raise financially savvy children
Navigate the alternative minimum tax
Maximize employer benefit plans
Utilize tax advantaged accounts
Build a diversified portfolio
Compare types of insurance
Plan for an early retirement
Fund college the smart way

Course Textbook

Written in concise, easy-to-understand language, the Wealth Creation Today® course textbook provides a comprehensive source of critical financial information and wealth planning strategies. Use it to follow along in class and as an at-home reference. It includes both the latest regulatory changes and timeless principles to help lead you through the wealth planning process and beyond, long after you've completed the course.

Individual Lab Session

Was one of your questions not adequately covered in class? Do you need to discuss a personal financial matter or specific investment strategies? Your course fee includes an optional one-hour private lab session.