Tweet
I know there are a few people on the forum who don't read the blog regularly. I wanted to make sure you all knew that the WCI Online Course "Fire Your Financial Advisor" is now live and available for purchase. For the next ten days, it will be available for 20% off to the WCI community before I start marketing it outside the community.
It is designed to fill the gap between those who are hobbyists and love to spend time reading blogs and books and participating on forums and people who want a full service financial advisor. It's for the person who wants to be a do-it-yourselfer, but doesn't have the knowledge or confidence to do it yet. It isn't that there is some secret information in the course that cannot be found somewhere on the blog, the podcasts, the book, the newsletters, or this forum. But the course distills the information down to its essence and is designed to save the student their most valuable commodity- their time. It presents the most important information in a logical format and most importantly, shows the student how to write their own financial plan as they go through the course.
So when you finish the course, not only will you be financially literate, but you will have a written financial plan ready to go -- a plan you understand and can refer to, follow, and modify as needed throughout your life.
I know many of you won't need it and won't take it and that's fine. But keep it in mind for associates and colleagues you run into on this forum and elsewhere that it would be perfect for.
The course can be found here: Fire Your Financial Advisor
The blog post announcing it (with more information) can be found here: https://www.whitecoatinvestor.com/fire-your-financial-advisor-the-wci-online-course/
If you have any questions about the course, let me know.
It is designed to fill the gap between those who are hobbyists and love to spend time reading blogs and books and participating on forums and people who want a full service financial advisor. It's for the person who wants to be a do-it-yourselfer, but doesn't have the knowledge or confidence to do it yet. It isn't that there is some secret information in the course that cannot be found somewhere on the blog, the podcasts, the book, the newsletters, or this forum. But the course distills the information down to its essence and is designed to save the student their most valuable commodity- their time. It presents the most important information in a logical format and most importantly, shows the student how to write their own financial plan as they go through the course.
So when you finish the course, not only will you be financially literate, but you will have a written financial plan ready to go -- a plan you understand and can refer to, follow, and modify as needed throughout your life.
I know many of you won't need it and won't take it and that's fine. But keep it in mind for associates and colleagues you run into on this forum and elsewhere that it would be perfect for.
The course can be found here: Fire Your Financial Advisor
The blog post announcing it (with more information) can be found here: https://www.whitecoatinvestor.com/fire-your-financial-advisor-the-wci-online-course/
If you have any questions about the course, let me know.
, etc), but I will pass it along to my junior colleagues.
Comment