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Financial education as it should be.

We don't leave you with a course, we walk you through it one step at a time to reach your financial goals and obtain peace of mind.

Trained Advisors

Families Served

Students
Upcoming Sessions

Save the Date

East Coast
West Coast
MARK YOUR CALENDARS

Join Us For Live Sessions

Session Dates

Session 1: Tuesday, August 27
Session 2: Tuesday, September 3
Session 3: Tuesday, September 10
Session 4: Tuesday, September 17
Session 5: Tuesday, September 24
Session 6: Tuesday, October 1
Session 7: Tuesday, October 8
Session 8: Tuesday, October 15

Time

3:30 PM - 5:30 PM PT
4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT
6:30 PM – 8:30 PM ET

Where

Virtually on Zoom

MARK YOUR CALENDARS

Join Us For Live Sessions

Session Dates

Session 1: Thursday, August 29
Session 2: Thursday, September 5
Session 3: Thursday, September 12
Session 4: Thursday, September 19
Session 5: Thursday, September 26
Session 6: Thursday, October 3
Session 7: Thursday, October 10
Session 8: Thursday, October 17

Time

6:30 PM – 8:30 PM PT
7:30 PM – 9:30 PM MT
8:30 PM - 10:30 PM CT
9:30 PM - 11:30 PM ET

Where

Virtually on Zoom

No matter where you are...

This course addresses all every of life, whether you are younger and just getting started, at mid–career, or in retirement. It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.

Education

Through our courses, we are committed to providing you with the knowledge to make empowered choices with your finances.

Coaching

Discover where you might be losing money and how to better prepare for retirement with your coach.

Planning

We are committed to providing you with a lifetime financial strategy for creating, building, and optimizing your wealth.
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Our Courses

To help our students increase their capital and achieve their life goals, we make the financial market understandable and accessible, so that they can use its rules to their advantage.

The Amazing Team Behind Financial Foundations

At CSP Financial Group, we have more than 20 trained advisors who have worked collectively to contribute to Financial Foundations Course. We value each of them and over the years, they are like family.
Founder & CEO
“True peace of mind comes from continuing financial education and a lifelong coaching relationship with an advisor.”

Charles Pettit

ChFC®, ChFEBC℠, CLU®