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Financial education as it should be.

Join our 8-week Financial Foundations Course and work towards taking control of your financial future. Designed for the different life stages, this program helps equip you with practical strategies to minimize debt, build wealth, and optimize your finances. Led by advisors with expertise in these areas, we believe these interactive virtual sessions give you the tools and confidence to work towards achieving financial freedom.

Trained Advisors

Families Served

Students
Upcoming Sessions

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March - May
September - October
MARK YOUR CALENDARS

Join Us For Live Sessions

East Coast Sessions

3:30 PM - 5:30 PM PT | 6:30 PM – 8:30 PM ET
4:30 PM - 6:30 PM MT | 5:30 PM – 7:30 PM CT
Session 1: Tuesday, March 24
Session 2: Tuesday, March 31
Session 3: Tuesday, April 7
Session 4: Tuesday, April 14
Session 5: Tuesday, April 21
Session 6: Tuesday, May 5
Session 7: Tuesday, May 12
Session 8: Tuesday, May 19

West Coast Sessions

6:30 PM – 8:30 PM PT | 9:30 PM - 11:30 PM ET
7:30 PM - 9:30 PM MT | 8:30 PM - 10:30 PM CT
Session 1: Thursday, March 26
Session 2: Thursday, April 2
Session 3: Thursday, April 9
Session 4: Thursday, April 16
Session 5: Thursday, April 23
Session 6: Thursday, May 7
Session 7: Thursday, May 14
Session 8: Thursday, May 21

Time Conversions

East Coast 
4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT

West Coast
7:30 PM - 9:30 PM MT
8:30 PM - 10:30 PM CT

Where

Virtually on Zoom
MARK YOUR CALENDARS

Join Us For Live Sessions

East Coast Sessions

3:30 PM - 5:30 PM PT | 6:30 PM – 8:30 PM ET
4:30 PM - 6:30 PM MT | 5:30 PM – 7:30 PM CT
Session 1: Tuesday, September 8
Session 2: Tuesday, September 15
Session 3: Tuesday, September 22
Session 4: Tuesday, September 29
Session 5: Tuesday, October 6
Session 6: Tuesday, October 13
Session 7: Tuesday, October 20
Session 8: Tuesday, October 27

West Coast Sessions

6:30 PM – 8:30 PM PT | 9:30 PM - 11:30 PM ET
7:30 PM - 9:30 PM MT | 8:30 PM - 10:30 PM CT
Session 1: Thursday, September 10
Session 2: Thursday, September 17
Session 3: Thursday, September 24
Session 4: Thursday, October 1
Session 5: Thursday, October 8
Session 6: Thursday, October 15
Session 7: Thursday, October 22
Session 8: Thursday, October 29

Time Conversions

East Coast 
4:30 PM - 6:30 PM MT
5:30 PM – 7:30 PM CT

West Coast
7:30 PM - 9:30 PM MT
8:30 PM - 10:30 PM CT

Where

Virtually on Zoom

Join the Wait List!

Be the first to know when our next Financial Foundations Course will be available for registration and more!
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Work Towards Taking Control of Your Financial Future

Many people were never taught how to manage money effectively—potentially leading to costly mistakes, missed opportunities, and financial stress. The Financial Foundations Course is your roadmap to work towards financial clarity, confidence, and control.

This comprehensive program helps equip you with practical strategies to help you work towards building lasting wealth, protecting your assets, and making informed financial decisions. Whether you're just getting started or looking to refine your approach, we believe you'll gain the tools and insights to help create a financial future—on your terms.

A Proven Framework

Learn the essential principles of wealth-building, risk management, and smart investing.

Personalized Guidance

Apply real-world strategies to your unique financial situation with insights from experienced advisors.

Financial Confidence

Navigate money decisions with clarity, free from overwhelm and uncertainty.

Legacy & Security

Build a financial plan that helps support your goals today and your family's future.
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We think your financial future is too important to leave to chance. Take the first step toward financial freedom and financial peace of mind.

Our Courses

To help our students work towards increasing their capital and achieving their life goals, we help make the financial market understandable and accessible, so that they can use its rules to their advantage.

Financial Foundations Course – Weekly Breakdown

Session 1: Introduction to Financial Education & Wealth Transfer

  • Understand the importance of financial literacy and how it impacts long-term wealth.
  • Identify financial blind spots that may hinder wealth accumulation.
  • Recognize top areas of wealth transfer and how to retain more of your earnings.
  • Learn how to build a personal financial plan with professional coaching.
  • Shift your mindset around money and gain confidence in financial decision-making.

Session 2: The Personal Economic Model & Cognitive Dissonance in Finance

  • Discover how the Personal Economic Model helps visualize financial flows.
  • Learn how cognitive dissonance affects financial decision-making and strategies to help overcome it.
  • Understand income distribution, tax filters, and financial efficiency strategies.
  • Explore the Rule of 72 and the power of compound interest.
  • Analyze the impact of inflation on savings, investments, and retirement planning.

Session 3: Taxation & Retirement Distribution Strategies

  • Understand historical tax rates and their impact on long-term financial planning.
  • Differentiate between tax-deferred and tax-exempt investment accounts.
  • Learn how tax brackets and marginal tax rates affect retirement savings.
  • Develop strategies for minimizing tax liability in retirement.
  • Assess the future implications of national debt on tax policy.

Session 4: Qualified Plans & Retirement Accounts

  • Gain an understanding of qualified retirement plans (401(k), 403(b), 457 plans, pensions).
  • Learn how to optimize employer contributions for long-term growth.
  • Explore tax strategies for retirement savings to help maximize wealth retention.
  • Avoid common tax liabilities and penalties associated with withdrawals.
  • Develop a plan for strategic allocation of retirement assets.

Session 5: Investment Strategies & Behavioral Finance

  • Identify common stock market myths and strategies to help avoid investment pitfalls.
  • Understand the dangers of market timing and stock picking.
  • Learn about academically structured investment portfolios for long-term stability.
  • Explore the principles of Modern Portfolio Theory (MPT) and the Efficient Market Hypothesis (EMH).
  • Recognize how investor behavior impacts investment returns.

Session 6: Mortgage Optimization & Protection Strategies

  • Understand how mortgage structures may impact wealth building.
  • Learn the financial implications of paying off a mortgage vs. leveraging funds.
  • Strategies to help optimize interest rates, opportunity costs, and liquidity management.
  • Explore tax advantages of mortgage strategies.
  • Discover protection strategies including life insurance and risk mitigation.

Session 7: Life Insurance as a Wealth & Protection Tool

  • Differentiate between term life insurance and permanent life insurance.
  • Learn how to leverage life insurance for wealth accumulation.
  • Understand the role of accelerated benefit riders in financial security.
  • Use the Debt, Income, Mortgage, and Education (DIME) method to calculate adequate life insurance coverage.
  • Discover tax advantages of life insurance in estate planning.

Session 8: Estate Planning & Social Security Strategies

  • Learn estate conservation strategies to help protect wealth for future generations.
  • Compare wills vs. trusts and determine an appropriate option for avoiding probate.
  • Explore revocable vs. irrevocable trusts for wealth protection.
  • Optimize Social Security claiming strategies to help maximize retirement benefits.
  • Review and update beneficiary designations to align with financial goals.

Take the first step toward financial confidence— join our next FFC session!

Real Stories, Real Success

See how our Financial Foundations Course has helped transform lives—hear from clients who believe they have gained clarity, confidence, and control over their financial future.

Dominique V.

Before taking the Financial Foundations Course, I struggled to manage my money and often felt overwhelmed by my finances. This course changed everything for me. The practical tips and clear explanations helped me take control of my budget and start saving effectively. I'm so grateful for the confidence it has given me in managing my financial future.

Jill S.

Every class was fast-paced and extremely organized, and I loved hearing the stories the presenters shared. I can't believe all of the valuable information we learned. It has opened my eyes to the financial world.

Kathryn S.

Finance felt like a foreign language until I joined the Financial Foundations Course. Each week, I gained valuable knowledge and confidence. Now, I actively engage in smart financial decisions and have enrolled again to keep learning and building a life I love!

The testimonial(s) presented herein are provided by clients of CSP Financial Group, LLC. These clients have not been compensated, directly or indirectly, for their testimonial or endorsement of CSP Financial Group, LLC, or its services. The experiences and opinions expressed in the testimonials are those of the individual clients and may not be representative of the experiences of all clients. There is no guarantee that all clients will have similar experiences or results. Testimonials are not indicative of future performance or success. Past performance is not a guarantee of future results. Investing involves risk, including the potential loss of principal.

The Amazing Team Behind Financial Foundations

At CSP Financial Group, we have more than 20 advisors who have worked collectively to contribute to the Financial Foundations Course. We value each of them, and over the years, they have become like family.
Founder & CEO
“I believe true financial peace of mind comes from continuing financial education and a lifelong coaching relationship with an advisor.”

Charles Pettit

ChFC®, ChFEBC℠, CLU®