COURSE 1: PRINCIPLES-BASED FINANCIAL PLANNING

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Course Prerequisite(s)

  • Please note that this course has the following prerequisites which must be completed before it can be accessed
  • **SIGN THIS FIRST**

About Course

Financial Planning Is Complicated.

Make It Simple With PFS.

If you are a financial advisor and care about providing the best advice your clients need as a financial planner, you’ll have a great experience in our class! Your focus will be on becoming a ‘principle-based planner’, not just another financial advisor.

You’ll learn various methods of a sales pitch, presentations, and our Five Principles of Personal Finance to guide your planning as you go forward towards financial freedom and beyond for each client.

What Makes Snapshot Different?

Through the Principled-Based Personal Financial Planning online training courses, you will learn how to teach your clients principles that will empower them to become and remain financially free. Our methodologies and processes work with income and asset ranges of all kinds and don’t change depending on the client, which makes it repeatable and improbable for you as a financial advisor and fiduciary.

As financial planners and advisors, we know that we can’t predict the future needs of any client, and with the PFS system, we don’t have to. What you will learn is how to empower your clients by teaching them principles that give them the ability to evaluate and make better financial choices for themselves and their loved ones.
Most of the challenges we face as advisors have to do with a client’s desire to change habits and behaviors.

Through the PFS system, you will learn various techniques, practices, and methodologies that will motivate each of your clients to improve their habits and decision-making ability that will lead them financial freedom.

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What Will You Learn?

  • Online Software
  • Easy to Use
  • Principles-Based Planning

Course Curriculum

COURSE 1: Introduction to Principles-Based Financial Planning
The Principles-Based Financial Planning process teaches advisors how to empower their clients to understand their options and how to base their decisions on time-tested principles.

  • SECTION 1: INTRODUCTION – What IS Principled-Based Financial Planning?
    01:03
  • The Purpose of Principles-Based Financial Planning

MODULE 1: Principles Help Clients Make Better Choices

  • SECTION 1: How People Make Decisions
    02:16
  • SECTION 2: If We Study and Learn
    00:51
  • SECTION 3: Discomfort – Theory of Change
    01:51
  • SECTION 4: Trust – The Limbic Brain
    01:17
  • SECTION 5: Principles, Our Inner Compass
    02:07
  • COURSE 1, MODULE 1 – QUIZ

MODULE 2: Principles-Based Financial Planning
In Module 2 you will learn more about what principled-based planning is all about, what your objective should be as an advisor, and why it is important for you to help your clients see themselves and help themselves become financially free.

  • SECTION 1: Two Contradictory Agendas
    01:45
  • SECTION 2: Our Client’s Objective
    02:09
  • SECTION 3: Financial Freedom Based on Capability, Not Age
    02:10
  • SECTION 4: Financial Products Are Not Our Goal
    01:22
  • SECTION 5: We Sell Principles
    00:00
  • COURSE 1, MODULE 2 – QUIZ

MODULE 3: Accumulation Theory
In Module 3, you will learn about The Accumulation Theory and how that relates to needs-based planning for most financial advisors in our industry. You will learn the truth about how their philosophy actually decreases a client's ability to become financially free. “Most of the time the magic does not happen…Magic does not happen because the name of the game financial planning companies play is not ‘Make our clients rich.’ The game financial planning companies play is ‘assets under management or AUM.” - Robert Kiyosaki (Fake: Fake Money, Fake Teachers, Fake Assets)

  • SECTION 1: The Accumulation Theory
    02:36
  • SECTION 2: Needs-Based Planning
    02:02
  • SECTION 3: All Roads Lead to The Stock Market
    04:04
  • SECTION 4: Obsessive Focus on Rate of Return
    00:00
  • SECTION 5: The Accumulation Theory Can’t Work
    09:52
  • COURSE 1, MODULE 3 – QUIZ

MODULE 4: The Velocity of Money Method
In Module 4, you will learn about The Velocity of Money Method and how this will help your clients achieve financial freedom.

  • SECTION 1: The Velocity of Money Method
    04:37
  • SECTION 2: Velocity of Money is Not Following The Crowd
    02:25
  • SECTION 3: Velocity of Money Requires Knowledge
    00:00
  • SECTION 4: Real Assets Can’t Be Managed
    00:00
  • SECTION 5: Velocity of Money Focuses on Efficiency
    00:00
  • SECTION 6: Focus on Maximum Protection
    00:00
  • MODULE 4 – QUIZ

MODULE 5: The Goal of Investing
To reach and continue in financial freedom – sufficient income from assets to support chosen lifestyle “Most of the time, the magic does not happen. How can there be much magic? All financial planners are selling basically the same products: stocks, bonds, ETFs, savings, and insurance. Magic does not happen because the name of the game financial planning companies play is not, ‘Make our clients rich.’ The game financial planning companies play is ‘assets under management,’ or AUM.” - Robert Kiyosaki (Fake)

  • SECTION 1: The Goal of Investing
    00:00
  • SECTION 2: Focus on Wants, Not Needs
    00:00
  • SECTION 3: Focus on Cash Flow, Not FMV
    00:00
  • SECTION 4: Focus on Real Assets, Not Assets Under Management
    00:00
  • SECTION 5: The Three Rules for Investing
    00:00
  • MODULE 5 – QUIZ

MODULE 6: Financial Institutions
DO what financial institutions do, NOT what they want you to do.

  • SECTION 1: Financial Institutions
    00:00
  • SECTION 2: Return of Investment, Not Return ON Investment
    00:00
  • SECTION 3: Focus on Cash Flow
    00:00
  • SECTION 4: Use of OPM
    00:00
  • SECTION 5: Real Tax Benefits Long-term
    00:00
  • SECTION 6: Three Rules for Investing
    00:00
  • SECTION 7: Reduce Risk and Increase Return
    00:00
  • MODULE 7 – QUIZ

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