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 - "Benefits of Budgeting"

    • Lesson 1 - Identity Theft: How To Protect Your Credit

    • Quiz - Lesson 1 - Identity Theft: How To Protect Your Credit

    • Lesson 2 - Household Budget: More Than Just Tracking Expenses

    • Quiz - Lesson 2 - Household Budget: More Than Just Tracking Expenses

    • Lesson 3 - Financial Stress: Impacts On Health & Relationships

    • Quiz - Lesson 3 - Financial Stress: Impacts On Health & Relationships

    • Lesson 4 - Saving For Retirement: How Much Do You Need?

    • Quiz - Lesson 4 - Saving For Retirement: How Much Do You Need?

    • Lesson 5 - New Car: Is It Time To Replace Your Vehicle?

    • Quiz - Lesson 5 - New Car: Is It Time To Replace Your Vehicle?

    • Lesson 6 - College Education: Is It Worth The Cost?

    • Quiz - Lesson 6 - College Education: Is It Worth The Cost?