Financial Training Course for Women

Investors and Advisors

Smarter Retirement Planning will help you gain more clarity, confidence, and contentment in your financial life. Our free Financial Training Course will show you how to make smarter financial decisions by starting with your vision, values, and purpose.

Financial Training Course for Investors

Our free financial training course is available at MissionalMoney.com and taught by Jim Munchbach, CFP® Professional. Jim is Professor of Personal Finance at the Bauer College of Business at University of Houston and CEO of BayRock Financial, a Texas-based RIA providing financial planning and investment management for individual investors, families, and business owners. Our Financial Training Course for investors is based on Jim’s college course at MoneyStudyGroup.com which has provided training to over 2,000 students at the University of Houston.

6 Educational Objectives:

• Change Your Financial Future

• Get Retirement Ready

• Stay On Top of Your Financial Life

• Learn to Navigate Market Uncertainty

• Create a Tax-Efficient Distribution Strategy

• Take Control of Your Student Loans

For Investors

What kind of advice can I get from this Financial Training Course?

*Disclaimer: This Financial Training Course is educational. You should not expect to receive any specific financial advice in any free online Financial Training Course.*

• What advice you get out of any Financial Training Course will vary by individual.

• Some people are looking for big-picture direction involving all aspects of their financial life.

• Others may only need specific advice in one area of their finances or goals.

At MissionalMoney.com we offer a Financial Training Course, its based Jim Munchbach’s book: Make Your Money Count, Connecting your Resources to What Matters Most

For Financial Advisors

• A Discovery Process designed to uncover What Matters Most to your clients in order to help them achieve their most important financial life goals.

• A professional template for presenting your recommendations for each essential element in the planning process so that you can help your clients make progress toward their financial goals and protect against the unexpected

• A Systematic approach to providing personalized guidance to help your clients stay on track over time and amidst a variety of market conditions.

We recommend this financial training course to any Investor or Financial Advisor who wants to learn a SMARTER planning process. Learn how to make more informed financial decisions based on your vision, values, and purpose – while learning how To Think Like a Certified Financial Planner. Our Financial Training Course is designed to help individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

Whether you’re an investor who wants to Make Your Money Count or a Financial Advisor who needs a better process to serve clients, Missional Money offers a Financial Training Course for you.

Register, Enroll, and Make Your Money Count at MissionalMoney.com today!

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Change Your Financial Future