Course Description

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 - "Family-Friendly Advice"

    • Lesson 1 - Parenting With Wealth: 5 Things To Never Tell Your Kids

    • Quiz - Lesson 1 - Parenting With Wealth: 5 Things To Never Tell Your Kids

    • Lesson 2 - Family Wealth Philosophy: Why It Is Necessary

    • Quiz - Lesson 2 - Family Wealth Philosophy: Why It Is Necessary

    • Lesson 3 - Raising Kids: How To Start A Weekly Allowance

    • Quiz - Lesson 3 - Raising Kids: How To Start A Weekly Allowance

    • Lesson 4 - Budgeting: Crucial To College Grads' Success

    • Quiz - Lesson 4 - Budgeting: Crucial To College Grads' Success

    • Lesson 5 - Financial Tips For Young Families

    • Quiz - Lesson 5 - Financial Tips For Young Families

    • Lesson 6 - Money Tips: Teach Your Kids About Money

    • Quiz - Lesson 6 - Money Tips: Teach Your Kids About Money