Our no-cost Goals Course is designed to help you learn and follow a new methodology for thinking about and setting goals, as well as creating and implementing plans for making them happen.
Sick of living paycheck to paycheck? This no-cost course will help you get out of debt and break the cycle of being broke.
Over the past 5,000 years or so, philosophers have had much to say about material things and our relationship to them. My goal is to reflect on those insights while keeping a focus on actually achieving financial independence.
How to Make Money Fall in Love with Your Bank Account
A step-by-step mindset training program for go-getter entrepreneurs, who want to receive high-value business opportunities, empower as many people as possible and generate consistent cash flow in their businesses.
Learn From a Financial Advisor
How to Manage Your Money and Invest
We know that money can be overwhelming and complicated. However, understanding how to manage and invest your money is one of the most important things that you can do for yourself. You cannot take meaningful action without understanding your finances and what options exist. This course will teach you how to meet your goals, increase your net worth, and invest as an advisor would.
This no-cost course is designed to help you improve your credit. You’ll gain an understanding of what credit is and what makes up your score, how to improve your credit, and how to develop a plan and get the necessary resources for making it happen.
“Nobody made a greater mistake than he who did nothing because he could do only a little”
Giving is a gift in and of itself; we feel good when we give. There is actually research that shows our brains respond in the same way to giving as it does to other things that we like. But more than how we feel, giving is an opportunity for change. Regardless of your age, income, or profession, you can give something.
As a nonprofit, you’re putting your heart and soul into your cause and you’re doing good work, but how do you show that to your donors? This course will teach you everything you need to know about being a successful fundraiser.
This course will empower you with the tools you need to show up as your best self in support of your favourite charities and issues you’re passionate about.
This course will teach you how to save for retirement and live a great life in your post-working years.
Learn to Invest for a Better World
Sustainable and impact investing is investing with the intention to generate social and environmental impact alongside a financial return. It is a way to manage risk and to source opportunities. Sustainable investments now account for $1 in $3 under management in the US.
This course will teach you the fundamentals you need to start saving and become an investor. You’ll learn about the accounts and investment options available to you, how each works individually and how they all work together.
Our Get a Budget course will help you get the right mindset, set up and maintain your new budget.
Are you ready to “find brave” and dramatically boost your career success, with more power, authority and confidence?
The Amazing Career Project 16-week online course gives you the tools, strategies, coaching and hands-on expert guidance to get you there!
Thousands of women around the world today have been striving so hard, giving it their all, working to be perfect and putting themselves last, and going for BIG goals, only to find they’ve ended up in the wrong place.
They’re exhausted by the effort, but know deep down that there’s something much better waiting for them. But what exactly? And how can they get there?
Are you ready to become the most powerful and impactful version of you in your life and career?
This transformative course will help you finally access the TWO MOST IMPORTANT things you need more of today, to be happier, more successful and more impactful in your work.
Those TWO things are BRAVERY and POWER.
This course is taught by an experienced team of active sponsors with over $500MM+ GAV across the country. Our instructors have participated in well over $1BN+ worth of real estate deals over their careers. The Multifamily Masterclass is the only course designed for passive investors by active sponsors. We will teach you to be a more sophisticated and knowledgeable investor.
Real Estate Asset Protection Live Stream Workshop and Seminar – Protect Your Investments Today and Stop Unnecessary Risks
You’ve probably heard the phrase, “Those who fail to plan, plan to fail.” For real estate investors, stock traders, and small business owners, this expression holds true.
It’s critical that you develop a workable plan as soon as possible.
You’ve come to the right place — the Tax & Asset Protection Workshop is designed to do just that.
This course is designed to help you successfully buy your next house. You’ll follow a step-by-step process which will help you get your finances in order, navigate the home-buying process and position you for long-term financial success.
Coming soon.
Get Every Deduction You Deserve.
Learn to do your own bookkeeping, save money and do it right.
We will cover things like using invoices, understanding expenses & setting up new accounts. We will go over software, apps and payroll. You will learn how to handle sales transactions as well as bills.
You will get into the habit of looking at your numbers and not dread it. We will look at what how to handle expenses, how to use the features within the software to your advantage and have everything in 1 place.
Purchase this mini-training and find out what’s the best entity for you, if you’re starting out. OR – if you are already in business, see whether the current entity works or if you need to find someone to help you restructure.
This no-cost course will teach you what estate planning is, the fundamental components of the process and how to successfully complete it. You’ll learn who should be doing it, how to get started and how to a stay current.
Coming soon.
This is a day-trading course like no other. As a member of the TRADE AND TRAVEL family, students are well supported throughout every step of their learning journey. It includes seven classes of education accompanied by bonus group coaching calls.
Best of all, students from around the world join a robust personal finance community with access to expert resources that expedite their learning.
Teri’s proprietary strategies remove the stress and reduce risk, with an easy-to-follow curriculum, trading tips and strategies that see students paying back their course investment within 8-10 weeks.
Our Foundations Course is designed specifically to teach new traders how to conduct precise technical analysis to identify and ride predictable and recurring patterns. We only focus on high probability, low risk trading setups.
This course is a great starting point for the brand new trader.
The Foundations Course is also included with the purchase of the Options & Order Flow Trading Course, if you want to learn how to trade with less capital and higher probability setups.
Features of Membership
Your journey to becoming a more mindful investor includes:
Our virtual Flight School will walk you through the three steps of behavioral investing and challenge you to improve your process.
Our weekly video and report are designed to reinforce what you learned in Flight School and help you implement the three steps of behavioral investing.
Every month, we’ll send you a video and report that talk through the charts, themes, and insights you should know as you improve your own market awareness.
Membership includes access to all current and future Educational Courses to help you along your journey of mindful investing
Dave is here to answer your questions and keep you accountable. E-mail him and he’ll circle back in less than 24 hours.
This is more than a course, it is a professional futures day trader development program that rivals the training you would receive at an institution. The concepts you will learn in this program are the exact same ones used by order flow traders in professional settings.
You will also receive resources, assignments and milestones to help you progress through your training. From trade planning, to a complete list of trading strategies and checklists, this is the one stop shop for futures day traders.
Learn how to start trading options like a professional trader. Our program will teach you exactly how institutional traders identify unusual volume in options activity, and how to find high probability, low risk trade setups.
The entire program is designed to teach you how to make options trading a career for the long term. From reading order flow, to finding trade entries and optimizing profits, this is the one stop shop for success in the industry.
When you sign up, I provide you with a full package of material. It will take you a while to get through it all, but once you do you will be able to start developing strategies. Plus, you are invited to the full day, live online event, so you can ask questions live and hear the questions of other students. The combination of recorded material, followed by a live class, has been shown to be a great way to learn new material.
This is a live online event, but don’t worry if you have to step away and miss some of the workshop. Each workshop is recorded, so you can review the material over and over. Plus, as long as space is available, you can attend later workshops for a “refresher,” to ensure you absorb all the information – at no additional charge!
My goal is to get you developing good trading strategies!
Work with a coach to unlock personal and professional potential.