Course Description

Are you confident in your comprehension of interest rates, lines of credit, tax implications, investment portfolios, and other financial mainstays? If you answered with anything less than a resounding "Yes" ... well, you're in the same befuddled boat as the rest of us.

With Financial Fitness, we help take seemingly complex (and sometimes intimidating) content on financial topics and put it into terms that we can actually relate to in our daily lives - all with the goal of helping you become more financially secure. You don't have to major in Finance (or hire a personal financial advisor) to feel comfortable with the basics. You just need to boost your Financial Fitness.

Certified Financial Planner

Jeremy Kisner

Jeremy is a Certified Financial Planner ™, Chartered Retirement Plans Specialist and Certified Estate Planner. He has a degree in Economics from the University of California, Santa Barbara and has received advanced education in risk management, financial planning, and modern portfolio theory through the financial planning program at the University of California, Irvine. He holds the FINRA Series 7, 24 & 63 licenses as well as fixed and variable insurance licenses.He has appeared on CNBC and Fox Business Channel and writes the weekly blog, Surevest Insight. He has also written articles and/or been quoted in dozens of financial publications including The Wall Street Journal, Huffington Post, Barron's, Financial Planning Magazine, Money Magazine, The New York Times and Arizona Republic.

Course curriculum

  • 1

    Financial Fitness - "Tips, Tricks, & Video Clips"

    • Episode 1: Should you buy down your interest rate?

    • Quiz - Episode 1: Should you buy down your interest rate?

    • Episode 2: Exchange rates - why do they matter?

    • Quiz - Episode 2: Exchange rates - why do they matter?

    • Episode 3: How much do I need to retire?

    • Quiz - Episode 3: How much do I need to retire?