MBG360 University Course Curriculum

1. Financial Planning

   5 lessons

   1. The Importance of Money Management
   2. The Inspiring Stuff
   3. The Basics: Pre-portfolio & Investing
   4. The Essential Financial Tools
   5. Financial Planning Quiz

2. Intro to Stocks

   9 lessons

   1. Intro to Stocks
   2. Market Index
   3. Market Cap
   4. Investment Vehicles
   5. Important Stock Events and Terms
   6. What Impacts the Stock Market
   7. How to Study Stocks
   8. Trading and Investment Styles
   9. Intro to Stocks Quiz

3. Making your First Trade

   4 lessons

   1. Opening a Brokerage Account
   2. Getting Started
   3. Making Your First Trade
   4. Setting up Text Alerts

4. Fundamental Analysis

   9 lessons

   1. What is Fundamental Analysis?
   2. International Relations Analysis
   3. CEO Analysis
   4. Financial Health Analysis
   5. Innovation and Competitive Edge
   6. Institutional Investing
   7. Seasonality & Technical Analysis
   8. Research & Earnings Reports
   9. Fundamental Analysis Quiz

5. Technical Analysis 101 // Part 1

   3 lessons

   1. Important Charting Notes
   2. Support and Resistance Levels
   3. Entry and Exit Points | Making Decisions with Indicators

6. Technical Analysis 101 // Part 2

   3 lessons

   1. Investing Checklist
   2. Earnings Reports
   3. Global Events & Their Impact

7. Risk Management

   2 lessons

   1. Diversified Financial Portfolio
   2. Risk Management for Trading & Investing

8. Budgeting

   5 lessons

   1. The Importance of Budgeting
   2. Types of Expenses
   3. Types of Income
   4. Steps to Control Your Budget
   5. Budgeting quiz

9. Debt

   6 lessons

   1. Understanding Debt Types
   2. Good Debt vs. Bad Debt
   3. Interest Rates: What You Need to Know
   4. Steps to Get Out of Debt
   5. Example
   6. Debt Quiz

10. Credit

    7 lessons

    1. What is Credit
    2. What is My Credit Based On?
    3. Credit Deep Dive
    4. Increasing Your Credit Score
    5. Building Credit with No Credit
    6. How to Read a Credit Card Statement and a Credit Report
    7. Credit Quiz

11. Retirement Planning

    10 lessons

    1. Introduction to Retirement Planning
    2. The Stages of Retirement Planning
    3. Planning for Healthcare and Insurance in Retirement
    4. Social Security and Pensions
    5. Types of Investment Accounts
    6. Taxes and Tax Planning in Retirement
    7. Debt Management Before Retirement
    8. Withdrawal Strategies
    9. Retirement Case Studies
    10. Retirement Planning Quiz

12. Insurance

    7 lessons

    1. Introduction to Insurance
    2. Types of Insurance
    3. How Insurance Works
    4. Making Money with Life insurance
    5. How to Use Life Insurance as a Wealth-Building Tool
    6. Risks of Using Insurance for Wealth-Building
    7. Insurance quiz

13. Intro to Alternative Investments

    9 lessons

    1. What are Alternative Investments?
    2. Private Markets
    3. Venture Capital Basics
    4. Understanding Real Assets
    5. Real Estate as an Alternative Investment
    6. Hedge Funds and Structured Products
    7. Risks and Challenges in Alternative Investments
    8. Future Trends in Alternative Investments
    9. Intro to Alternative Investments Quiz

14. Estate Planning

    7 lessons

    1. Introduction to Estate Planning
    2. Planning for Incapacity
    3. Choosing an Executor and Trustee
    4. Creating a Comprehensive Estate Plan
    5. Estate Planning for Different Life Stages
    6. Taking Action on your Estate Plan
    7. Estate Planning Quiz

15. Learning NIL

    1 lesson

    1. Intro to NIL

16. Maximizing NIL

    1 lesson

    1. Maximizing NIL

17. NIL Case Studies

    1 lesson

    1. NIL Case Studies