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Financial education as it should be.

Join our 8-week Financial Foundations Course and take control of your financial future. Designed for all life stages, this program equips you with practical strategies to eliminate debt, build wealth, and optimize your finances. Led by expert advisors, these interactive virtual sessions give you the tools and confidence to achieve financial freedom.

Trained Advisors

Families Served

Students

Take Control of Your Financial Future

Most people were never taught how to manage money effectively—leading to costly mistakes, missed opportunities, and financial stress. The Financial Foundations Course is your roadmap to financial clarity, confidence, and control.

This comprehensive, expert-led program equips you with practical strategies to build lasting wealth, protect your assets, and make informed financial decisions. Whether you're just getting started or looking to refine your approach, you'll gain the tools and insights to create a secure financial future—on your terms.

A Proven Framework

Learn the essential principles of wealth-building, risk management, and smart investing.

Personalized Guidance

Apply real-world strategies to your unique financial situation with expert insights.

Financial Confidence

Navigate money decisions with clarity, free from overwhelm and uncertainty.

Legacy & Security

Build a financial plan that supports your goals today and secures your family's future.
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Your financial future is too important to leave to chance. Take the first step toward financial freedom and peace of mind.

Upcoming Sessions

Save the Date

April - June
September - October
MARK YOUR CALENDARS

Join Us For Live Sessions

East Coast Sessions

3:30 PM - 5:30 PM PT | 6:30 PM – 8:30 PM ET
Session 1: Tuesday, April 22
Session 2: Tuesday, April 29
Session 3: Tuesday, May 6
Session 4: Tuesday, May 13
Session 5: Tuesday, May 20
Session 6: Tuesday, June 3
Session 7: Tuesday, June 10
Session 8: Tuesday, June 17

West Coast Sessions

6:30 PM – 8:30 PM PT | 9:30 PM - 11:30 PM ET
Session 1: Thursday, April 24
Session 2: Thursday, May 1
Session 3: Thursday, May 8
Session 4: Thursday, May 15
Session 5: Thursday, May 22
Session 6: Thursday, May 29
Session 7: Thursday, May 5
Session 8: Thursday, June 12

Time Conversions

4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT

Where

Virtually on Zoom
MARK YOUR CALENDARS

Join Us For Live Sessions

East Coast Sessions

3:30 PM - 5:30 PM PT | 6:30 PM – 8:30 PM ET
Session 1: Tuesday, September 9
Session 2: Tuesday, September 16
Session 3: Tuesday, September 23
Session 4: Tuesday, September 30
Session 5: Tuesday, October 7
Session 6: Tuesday, October 14
Session 7: Tuesday, October 21
Session 8: Tuesday, October 28

West Coast Sessions

6:30 PM – 8:30 PM PT | 9:30 PM - 11:30 PM ET
Session 1: Thursday, September 11
Session 2: Thursday, September 18
Session 3: Thursday, September 25
Session 4: Thursday, October 2
Session 5: Thursday, October 9
Session 6: Thursday, October 16
Session 7: Thursday, October 23
Session 8: Thursday, October 30

Time Conversions

4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT

Where

Virtually on Zoom

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.

Financial Foundations Course – Weekly Breakdown

Session 1: Introduction to Financial Education & Wealth Transfer

  • Understand the importance of financial literacy and how it impacts long-term wealth.
  • Identify financial blind spots that hinder wealth accumulation.
  • Recognize the top areas of wealth transfer and how to retain more of your earnings.
  • Learn how to build a personal financial plan with professional coaching.
  • Shift your mindset around money and gain confidence in financial decision-making.

Session 2: The Personal Economic Model & Cognitive Dissonance in Finance

  • Discover how the Personal Economic Model helps visualize financial flows.
  • Learn how cognitive dissonance affects financial decision-making and how to overcome it.
  • Understand income distribution, tax filters, and financial efficiency strategies.
  • Explore the Rule of 72 and the power of compound interest.
  • Analyze the impact of inflation on savings, investments, and retirement planning.

Session 3: Taxation & Retirement Distribution Strategies

  • Understand historical tax rates and their impact on long-term financial planning.
  • Differentiate between tax-deferred and tax-exempt investment accounts.
  • Learn how tax brackets and marginal tax rates affect retirement savings.
  • Develop strategies for minimizing tax liability in retirement.
  • Assess the future implications of national debt on tax policy.

Session 4: Qualified Plans & Retirement Accounts

  • Gain a deep understanding of qualified retirement plans (401(k), 403(b), 457 plans, pensions).
  • Learn how to optimize employer contributions for long-term growth.
  • Explore tax strategies for retirement savings to maximize wealth retention.
  • Avoid common tax liabilities and penalties associated with withdrawals.
  • Develop a plan for strategic allocation of retirement assets.

Session 5: Investment Strategies & Behavioral Finance

  • Identify common stock market myths and how to avoid investment pitfalls.
  • Understand the dangers of market timing and stock picking.
  • Learn about academically structured investment portfolios for long-term stability.
  • Explore the principles of Modern Portfolio Theory (MPT) and the Efficient Market Hypothesis (EMH).
  • Recognize how investor behavior impacts investment returns.

Session 6: Mortgage Optimization & Protection Strategies

  • Understand how mortgage structures impact wealth building.
  • Learn the financial implications of paying off a mortgage vs. leveraging funds.
  • Optimize interest rates, opportunity costs, and liquidity management.
  • Explore tax advantages of mortgage strategies.
  • Discover protection strategies including life insurance and risk mitigation.

Session 7: Life Insurance as a Wealth & Protection Tool

  • Differentiate between term life insurance and permanent life insurance.
  • Learn how to leverage life insurance for wealth accumulation.
  • Understand the role of accelerated benefit riders in financial security.
  • Use the DIME method to calculate adequate life insurance coverage.
  • Discover tax advantages of life insurance in estate planning.

Session 8: Estate Planning & Social Security Strategies

  • Learn estate conservation strategies to protect wealth for future generations.
  • Compare wills vs. trusts and determine the best option for avoiding probate.
  • Explore revocable vs. irrevocable trusts for wealth protection.
  • Optimize Social Security claiming strategies to maximize retirement benefits.
  • Review and update beneficiary designations to align with financial goals.

Secure Your Financial Future Today!

Take the first step toward financial confidence— join our next FFC session now!

Real Stories, Real Success

See how our Financial Foundations Course has transformed lives—hear from clients who have gained clarity, confidence, and control over their financial future.

Dominique V.

Before taking the Financial Foundations Course, I struggled to manage my money and often felt overwhelmed by my finances. This course changed everything for me. The practical tips and clear explanations helped me take control of my budget and start saving effectively. I'm so grateful for the confidence it has given me in managing my financial future.

Jill S.

Every class was fast-paced and extremely organized, and I loved hearing the stories the presenters shared. I can't believe all of the valuable information we learned. It has opened my eyes to the financial world.

Kathryn S.

Finance felt like a foreign language until I joined the Financial Foundations Course. Each week, I gained valuable knowledge and confidence. Now, I actively engage in smart financial decisions and have enrolled again to keep learning and building a life I love!

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®

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