MoneyCulture™ Core Curriculum

  • What is MoneyCulture
  • The Need for Investor Education
  • The Boomer Savings Crisis
  • You May be Pretty, but You’re not a Six
  • How to Pick the Right Advisor
  • Designations: It’s All About Sales.
  • Financial Resources
  • What Can MoneyCulture do for You (Peter Lewis)
  • Types
  • Categories
  • Buying and Selling
  • Basics
  • Types
  • Buying and Selling
  • Mutual Funds & ETFs
  • Savings
  • Alternatives.
  • Annuities
  • Introduction to the Investment Process
  • Determining Investment Objectives
  • Setting Objectives
  • Risk
  • Return Vs. Risk
  • Implementation: Manager Selection
  • Ongoing Evaluation
  • Strategies
  • Asset Allocation
  • Strategic Investments
  • Other Strategies
  • Managed Accounts
  • Banking
  • The Fed
  • Money Supply
  • How the Fed Works
  • Interest Rates
  • Why the Fed Works
  • Basics of Market Economics
  • Capitalism
  • Globalism
  • What Makes Markets Move
  • Big Oil: Blame Wall Street

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