Introduction to Steps to Financial Literacy

Investors need unbiased information and education about finances and the market.  We’re going to show you why what is available today is inadequate and how to get unconflicted advice.
How to navigate this online course: Every topic session has a video presentation which is a narrated video slideshow of 5 minutes or less.  The text of the video slideshow is below the video; and there may be some supporting files.

1. What is MoneyCulture–The Need For Financial Literacy Movement

Looking at the need for investor literacy.  View the video presentation. There is a supporting pdf text file.

 Click here to view Video Presentation

MoneyCulture The Financial Literacy Movement

2. The Need For Investor Education

Do you need financial education and where do you get it?  View the video presentation, then read the following articles

Click here to view Video presentation

The Need for Investor Education Video Update 08/2017

Forbes Article

Zero Intelligence Article

The Need for Investor Education

3.  The Boomer Savings Crisis

Boomers are not the “wealth transfer” generation, they are the “run out of money” generation.  View the video presentation, then take this useful quiz from FINRA and see if it changes your outlook.  A text of the video presentation is below, if you would like to review.

Click here to view Video Presentation

Boomer Savings Crisis Video Update 08/2017

FINRA Investor Knowledge Quiz

A Million Is Not What It Used to Be

4.  You May Be Pretty, but You’re Not a Six

Can your investment goals be met by fitting you into some model like everyone else?  View the video presentation, then read the following article, noting your thoughts and comments for later.  A text of the video presentation is below, if you would like to review.

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Helpers Article

You May Be Pretty Text

5.  How to Pick the Right Advisor

There are 674,000 financial advisors out there.  How do you pick the right one for you?  View the video presentation, then join the forum.  A text of the video presentation is below, if you would like to review.

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How to Pick the Right Advisor

6.  Designations and Sales

What do designations really mean and what is in my best interest?  View the video presentation, then read the following article, noting your thoughts and comments for later.  A text of the video presentation is below, if you would like to review.

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Financial Advice Article

Designations and Sales

7.  Financial Resources

Here are some tools to help you set reasonable investment objectives. View the video presentation, then fill out the questionnaire for your own use. Update it as needed.   A text of the video presentation is below, if you would like to review.

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Financial Resources Video Update 08/2017

Investment Objectives Questionnaire

Financial Resources

8. What Can MoneyCulture Do For You?

Read our Mission Statement first.  Then we would like you to view the brief video presentation by the BBC’s Peter Lewis as he explains what MoneyCulture does.

Mission Statement

Click here to view Peter Lewis MoneyCulture Video