KPI Financial Education and Learning
Welcome to KPI Financial Learning, a fiduciary Education and Learning firm dedicated to building your financial skills, so you can achieve your financial goals. Transform & Secure Your Financial Future
Keeping People Intrepid (KPI)
FINANCIAL LITERACY COURSE
KPI Financial Education/Learning Course is uniquely designed to equip students with the essential money management skills and habits to face any financial challenge. This course is geared toward ages 13+. After taking this course, students will be able to make better financial decisions and win with money.
“We had such an amazing experience with coach LJ! was so nervous to take a close look at our finances. I learned so much about where our money was going using his forms. When we sat down to have the spotlight on Finances I was so terrified it would be painful. He immediately put us at ease. He helped us to go item through our budget and gave up great suggestions to growth. I highly recommend LJ and his team.”
“After some difficult life challenges I found myself in a situation where I was starting over again. LJ was understanding, insightful and helped target specific ways to cut expenses, build more savings, and achieve important future financial goals. He has helped me to get back on track financially and equipped me with important tools to build my future. Thank you!”
“KPI Financial was a much needed kick in the pants to buckle down and get our finances under control. We were motivated and excited to tackle some of our financial obstacles after meeting with LJ. It was important to hear that a portion of our financial success comes from our mindset and determination to do what we need to do, not just dollars coming in or going out. LJ was a great coach who provided us with encouragement and hope to level up financially!”
1) A Financial Coach is someone who has a fiduciary responsibility to the Client 100% of the time. 2) A Financial Coach is someone who helps create the life a Client wants by building onto a Client’s strengths while mitigating weaknesses. 3) Financial Coaches are non-judgmental, facilitate growth, drive accountability, promote self-awareness, and maximize commitment to the execution of financial goals.
This course is targeted toward all individuals (age 13+) no matter where you are in your financial journey.
Simply put a Financial Coach focuses on enabling Clients to solve day-to-day & short-term financial challenges to increase available personal assets & set a robust financial foundation, whereas a Financial Advisor helps Clients invest those available personal assets into profitable investments to build & grow your net worth.
Our Education and Learning builds onto the Student’s current skillset and provides Students with a foundation that lets them feel confident about money management. This course provides financial basics such as: Simple Budgeting Skills, Basic Investment Knowledge, Debt Management Strategies, Effortless Saving Strategies, and Financial Goal Achievement..
Students will have access to online courses for 1 year. Students can go through the course as many times as needed. Students can download templates and financial cheatsheets for future use.
This is an online self-pace course. Students have as much time as they need. Our learning videos are bite size and to the point for easier consumption and knowledge retainment. It is recommended that Students engage in the course material consistently to build a solid financial foundation.
Of course! As a student, you will automatically be enrolled in our private student community. In this community, you will submit assignments, discuss top-of-mind topics, and directly engage with the Instructors. You also have the opportunity to meet live with one of the instructors during our weekly office hours if you join our "Level Up" monthly membership.
No prerequisites are needed. We have Students who take our course at different stages of their financial journey. No matter where you are, trust that our course with put you on the fast track and help you execute your financial goals.
As a enrolled Student you will have access to these bonus materials to aid you in your financial journey
All enrolled Students will have access to join a private community to discuss all things personal finance. You will be able to have 1 on 1 interaction with other students as well as your instructors.
You will have access to a bonus module on "How To Write A Check", "How To Balance A Checkbook", 7-Steps to Auto Budgeting download, and your own Personal Finance Cheat Sheet download.
This Course Was Fun, Interesting, And Easy To Learn!
This Course Was Fun, Interesting, And Easy To Learn!
Read LessIt is amazing, I never realized how much there is to this mystical world of numbers and how things go. They did an amazing job!!! Totally worth it.
It is amazing, I never realized how much there is to this mystical world of numbers and how things go. They did an amazing job!!! Totally worth it.
Read LessHelped me learn a ton of things would recommend.
Helped me learn a ton of things would recommend.
Read Less