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Financial Foundations Course

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you to create a life that you love. Whether you are new to understanding your financial future or consider yourself financially literate, we encourage everyone to take part in this free 8-week Financial Foundations Course.

We are now offering East and West Coast class options for 2023!

East Coast Session Schedule

7:00 PM – 9:00 PM EST
6:00 PM – 8:00 PM CST

Session 1: Tuesday, January 10th
Session 2: Tuesday, January 17th
Session 3: Tuesday, January 24th
Session 4: Tuesday, January 31st
Session 5: Tuesday, February 7th
Session 6: Tuesday, February 14th
Session 7: Tuesday, February 21st
Session 8: Tuesday, February 28th


West Coast Session Schedule

6:30 PM – 8:30 PM PST
7:30 PM – 9:30 PM MST

Session 1: Thursday, January 12th
Session 2: Thursday, January 19th 
Session 3: Thursday, February 2nd  
Session 4: Thursday, February 9th 
Session 5: Thursday, February 16th
Session 6: Thursday, February 23rd 
Session 7: Thursday, March 2nd 
Session 8: Thursday, March 16th


Through the proper optimization & understanding of your current financial condition you can be more secure in your financial future.

Whether you are younger and just getting started, at mid-career, or near retirement this workshop is for you! It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.

The Financial Foundations Course is presented by our most highly experienced Financial Advisor Coaches. We have learned the importance of providing financial education to help people work toward a more secure financial future. Attendees will learn 8 Financial Foundation Lessons on Successful Money Management. 16 hours of training delivered in a group virtual setting.

Topics Discussed:
• Your Personal Economic Model
• Lifetime Financial Planning Process
• The Truths About Investing
• Understanding Tax Planning Strategies
• Social Security Optimization
• Life & Health Insurance Benefits
• Estate Planning Basics
• Understanding Your 401K & More!

Please keep in mind that you must commit to the entire 8-week program.

Perfect for Federal Employees

If you are a federal employee looking for a financial consultant, you need a Chartered Federal Employee Benefits Consultant (ChFEBC ℠). This is a financial services professional who can help you address your financial concerns. A Chartered Federal Employee Benefits Consultant has a thorough understanding of CSRS and FERS annuities, FEGLI, the Thrift Savings Plan, and other benefits available only to federal government workers.

We’re honored to say that Charles Pettit, Co-Founder, CEO, and CCO of CSP Financial Group, has earned this designation.

Read More:

What is a Chartered Federal Employee Benefits Consultant?
How a Chartered Financial Consultant Can Help You Reach Financial Goals
What Does a Financial Advisor Do and Why Should You Hire One