Strategic Wealth Blueprint: A MasterClass in Financial Planning

- Lifetime Access
- Duration: 2 hours 50 minutes
- Last Update: June 2, 2025
Looking to purchase at bulk for your team?
Please contact us with your team size and desired course titles at [email protected]
Overview
Unlock the path to financial freedom with the Strategic Wealth Blueprint: A MasterClass in Financial Planning. This comprehensive course offers a step-by-step guide to building, managing, and preserving wealth through proven strategies and expert insights. Whether you’re just starting your financial journey or aiming to optimize your existing portfolio, this masterclass provides the tools you need to design a secure financial future.
Essentials of Course
Dive deep into the core components of effective financial planning, including budgeting, investment strategies, risk management, tax optimization, and retirement planning. The course breaks down complex financial concepts into practical steps, empowering you to make confident decisions that align with your long-term goals.
Why Course Matters
In an ever-changing economic landscape, having a clear and strategic financial plan is essential. This course addresses the challenges of wealth management and equips you with the knowledge to adapt and thrive. Mastering these skills helps ensure financial stability, growth, and the ability to handle unexpected challenges with confidence.
What You’ll Learn
- How to create a personalized financial plan tailored to your goals
- Strategic investment techniques for wealth growth
- Methods to manage and mitigate financial risks
- Tax planning strategies to maximize your returns
- Techniques for effective retirement and estate planning
- Tools to monitor and adjust your financial blueprint over time
Who Should Take This Course
This masterclass is ideal for individuals seeking to gain control over their finances, professionals wanting to enhance their financial literacy, entrepreneurs aiming to grow their wealth, and anyone committed to securing a prosperous financial future.
Benefits of Taking This Course
- Gain clarity on your financial goals and how to achieve them
- Develop a strategic mindset toward wealth building and preservation
- Improve your decision-making with actionable financial insights
- Build confidence to navigate financial markets and opportunities
- Save time and money by learning from a structured, comprehensive blueprint
Enroll Today
Start your journey to financial empowerment with the Strategic Wealth Blueprint: A MasterClass in Financial Planning. Take the first step toward mastering the art of strategic wealth and securing your financial future. Enroll now and transform your financial outlook!
- CPD International Quality Accredited
- Meets UK & EU legal requirements
- Instant e-certificate and eligibility of ordering hardcopy
- Developed by Industry Experts
- Learn anytime from anywhere
- Use any internet-connected device
- 24/7 Live Support
- Discounts on bulk purchases
Course Curriculum
Part 01- Introduction
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Financial Concepts Covered
00:00
Part 01- Justifying Your Financials For Best Results
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Justifying Your Financials
00:00 -
Why Financials Matter
00:00 -
Keys to Success
00:00 -
Why Are Financials Important to Investors
00:00 -
Why Businesses Fail
00:00
Part 01- Overcome Roadblocks to Financial Planning
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Financial Challenges of Entrepreneurs
00:00
Part 01- Create Your Financial Plan
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Financial Resolve
00:00
Part 01- Create Your Revenue Model
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Financial Projections Top-Down
00:00 -
Financial Projections Bottom-Up
00:00 -
Advantages and Disadvantages of Top-Down vs Bottom-Up
00:00 -
Revenue Models
00:00 -
Financial Statements
00:00 -
Make Your Financials Believable
00:00
Part 02- Revenue Worksheet Walk-Through
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Revenue Models Explained
00:00 -
Financial Worksheets Overview
00:00 -
The Revenue Worksheet
00:00 -
The Four Pricing Models
00:00
Part 02- Revenue Model Walk-Through
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When to Count Your Revenue
00:00 -
Your Revenue Model
00:00 -
The Revenue Worksheet – Walk-Through
00:00 -
The Revenue Worksheet Unit Based Model
00:00 -
The Revenue Worksheet Billing Based Model
00:00 -
The Revenue Worksheet The Subscription Recurring Revenue Model
00:00
Part 03- Your Staffing Model
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Your Staffing Model
00:00 -
Employee ROI
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Staffing Classifications
00:00
Part 03- Staffing Model Walk-Through
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Working with the Staffing Worksheet
00:00 -
Inputting Contractors
00:00 -
Employee Overhead
00:00
Part 03- Your Expense Model
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Expense Model Explained
00:00
Part 03- Expense Model Walk-Through
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Expense Worksheet Explained
00:00
Part 04- Income Statement Explained
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Income Statement and Cash Flow Considerations
00:00 -
Income Statement (P_L) Basics
00:00 -
Income Statement (P_L) Tells a Story about Your Business
00:00
Part 04- Income Statement Walk-Through Explained
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5 Key Areas of an Income Statement (P_L)
00:00 -
Income Statement (P_L) Inputs
00:00
Part 04- Cash Flow Statement
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The Cash Flow Statement Worksheet
00:00 -
Modeling Styles Aggressive, Conservative, and Most Likely
00:00

- Lifetime Access
- Duration: 2 hours 50 minutes
- Last Update: June 2, 2025
Looking to purchase at bulk for your team?
Please contact us with your team size and desired course titles at [email protected]
The Course is Accredited

