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School of Wealth

 Learn, Grow, Thrive.

Dive into our courses and workshops designed to demystify financial concepts and give you the knowledge you need to be a master of your finances.

Our education offerings are perfect for women looking to gain confidence in money management, investing, budgeting, or simply seeking to build on and refresh their existing knowledge + more. 

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Score High, Shine Bright

01

A Woman’s Guide to Credit

Credit plays a major role in achieving your financial goals, and understanding it is the key to building long-term financial success. Score High, Shine Bright is a live, interactive workshop tailored to help women master their credit and improve their financial confidence. From understanding the basics to creating a credit improvement plan, this course will provide you with the tools to take control of your credit future.

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This course covers the fundamentals of credit—what it is, how it works, and how it impacts your financial life. You’ll learn the importance of maintaining good credit, the components of your credit profile, and how to obtain and review your credit report. We’ll dive into strategies to address errors, boost your credit score, and prevent identity theft. 

Course Preview

  • A thorough understanding of how credit works and why it matters.

  • Steps to improve your credit score and correct errors on your credit report.

  • Confidence in managing credit cards, loans, and identity theft risks.

  • A clear path toward building and maintaining excellent credit.

What You'll Gain

  • Credit improvement plan template.

  • Credit report review checklist.

  • Identity theft protection guide.

Bonuses

Enroll in Score High, Shine Bright 

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Her Wealth Foundations

Financial Freedom 101

Money isn’t just about numbers—it’s deeply connected to our emotions, behaviors, and the way we view the world. Her Wealth Foundations: Financial Freedom 101  is designed to help you understand the psychological factors that shape your financial decisions. This live, interactive course will guide you through the journey of transforming your mindset and building healthy financial habits that lead to lasting freedom.

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In this course, you'll explore how money ties into human needs and emotions, and uncover the influences that shape your financial habits. You'll dive into the world of behavioral finance and examine your own attitudes toward money. We'll also introduce the Model of Behavior Change, showing you how to adopt positive money management habits. Finally, you'll learn effective financial goal-setting, breaking down goals into achievable steps and tracking your progress.
By the end, you’ll have a solid understanding of the psychological foundations of money management. 

Course Preview

  • A deep understanding of how emotions and behaviors impact your finances.

  • A personalized plan for adopting positive financial habits.

  • Clear, actionable financial goals and a step-by-step strategy to achieve them.

  • Insights into building a strong financial foundation from the ground up.

What You'll Gain

  • Goal-setting templates to track your financial progress.

  • A financial behavior self-assessment tool.

  • Step-by-step guide to creating a personalized financial action plan.

Bonuses

Join Her Wealth Foundations and start building the future you deserve.

Prosperity Plan

03

Investing & Personal Financial Planning

Unlock your financial future and grow your wealth with confidence. Prosperity Plan is designed to give women the knowledge and tools they need to start investing wisely and create a personalized financial plan that leads to abundance. Whether you’re new to investing or looking to refine your strategy, this live, interactive course will walk you through the essentials of building and managing a prosperous portfolio.

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In this course, you’ll learn why investing is a critical part of your financial plan and how to assess your risk tolerance. We’ll dive into calculating your net worth, understanding the basics of the stock market, and exploring different retirement savings options like IRAs and employer-sponsored plans. You’ll gain a solid grasp of investment principles, compare options based on ROI, and discover how to diversify your portfolio with various asset classes.
you’ll walk away with a personalized prosperity plan, confident in your ability to invest for long-term financial success!

Course Preview

  • A clear understanding of investing principles and how to create a diversified portfolio.

  • Strategies to calculate your net worth and assess your risk tolerance.

  • Knowledge of retirement savings options and how to compare them.

  • Confidence in managing and growing your investments for long-term prosperity.

What You'll Gain

  • Investment portfolio planner.

  • Net worth calculator template.

Bonuses

It’s time to grow your wealth and secure your financial future! Enroll in Prosperity Plan and start investing with confidence today.

04

Wise Woman, Wise Choices

Insurance Simplified

Life comes with risks, but you don’t have to face them unprepared. Wise Woman, Wise Choices is here to simplify the world of insurance, empowering women to make smart, informed decisions about protecting themselves and their families. This live, interactive workshop will give you the tools to evaluate your risks and ensure you have the right coverage for every stage of life.

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This course begins with the basics of risk management, showing how insurance helps reduce financial risk by covering unpredictable losses. You’ll learn how insurance companies calculate premiums based on risk and how to evaluate the protection you need. We’ll guide you through the different types of insurance policies, from health to life to property insurance, and how to choose dependable providers. You’ll also dive into estate planning to ensure your assets are handled according to your wishes and wrap up with practical tips on disaster preparedness for you and your family.

Course Preview

  • A comprehensive understanding of risk management and insurance options.

  • Confidence in evaluating and selecting the right insurance policies.

  • Knowledge of how to build a reliable team of financial advisors.

  • Tips for creating a solid estate plan and disaster preparedness strategy.

What You'll Gain

  • Insurance evaluation checklist.

  • Estate planning worksheet.

  • Disaster preparedness guide.

Bonuses

Make smart choices and protect what matters most. Join Wise Woman, Wise Choices and simplify your insurance decisions with confidence.

Looking Up

Homeward Bound

05

Women Empowered to Own

Buying a home is one of the biggest investments you'll ever make, and this workshop is designed to guide you through the process with confidence. We start by exploring why investing in real estate is a smart move for securing your future, especially as you plan for your golden years. You'll gain insight into the risks and rewards of real estate, and why it's important to approach home-buying as a long-term investment.

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The workshop covers essential budgeting tips for purchasing a home, the mortgage qualification process, and what lenders look for when approving loans. We'll also discuss how to minimize risk with homeowners insurance and the types of taxes you'll encounter as a property owner. By the end, you'll be well-equipped to make informed decisions and embark on your homeownership journey with clarity! 

Course Preview

  • Confidence in budgeting for and purchasing your first home.

  • A solid understanding of the mortgage qualification process and what lenders look for.

  • Tips for minimizing financial risks through insurance and tax planning.

  • Insights into navigating the home-buying process like a pro.

What You'll Gain

  • Home-buying budget template.

  • Estate planning worksheet.

  • Mortgage readiness checklist.

Bonuses

Take the leap into homeownership and secure your future. Join Homeward Bound and start your journey toward owning your dream home.

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06

Boss Moves

Women’s Career Blueprint Workshop

Your career should reflect your passions, talents, and financial goals. Boss Moves is designed to equip women with the strategies for their careers, increase their earning potential, and explore new opportunities. This live, interactive workshop will help you create a solid blueprint for a fulfilling and financially secure career path.

The workshop begins by helping you align your career with your dreams and passions, ensuring that your work is fulfilling and rewarding. We then dive into how technology and global trends are affecting job security, with tips to stay competitive in an evolving market. You'll learn how to maximize your earning potential by negotiating benefits, enhancing your marketability, and positioning yourself for growth in your current role.
We’ll also provide actionable strategies for securing salary increases and seeking out new job opportunities when the time is right. Finally, we’ll explore how to diversify your income by taking on side jobs, freelancing, or even starting your own business.

Course Preview

  • A personalized career blueprint aligned with your passions and financial goals.

  • Strategies for negotiating salary increases and benefits confidently.

  • Tools to enhance your marketability and stand out in a competitive job market.

  • Guidance on seeking new employment opportunities or launching your own business.

  • Insights into diversifying your income through side hustles and freelance work.

What You'll Gain

  • Exclusive templates for crafting your career action plan.

  • Freelancing and business startup guides to help you launch additional income streams.

Bonuses

Make bold moves for your career path! Join Boss Moves and create the career blueprint that leads to your success.

Her Money Essentials

Setting Up Your Financial Future

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Setting up the right financial accounts is the foundation of managing your money with ease and confidence. In Her Money Essentials, you’ll learn how to choose the best financial institutions, automate your transactions, and build a trusted team of financial advisors. This live, interactive course is perfect for women who want to streamline their financial life and set themselves up for long-term success.

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This course begins by helping you identify financial institutions that align with your personal goals and needs. Next, you'll learn how to set up a central system that automates all your account transactions—helping you save money, protect your credit, and simplify your finances. We'll also cover the key differences between debit and credit cards, and how each fits into your financial strategy. Finally, you’ll understand the importance of building a trusted team of advisors and how to choose the right professionals to guide your financial journey.

Course Preview

  • Step-by-step guidance for selecting the right financial institution.

  • A streamlined system for automating your finances and protecting your credit.

  • Confidence in choosing and managing debit and credit cards wisely.

  • A personalized plan for building a trusted team of financial advisors.

What You'll Gain

  • Automated transaction setup checklist

  • Financial advisor selection template.

Bonuses

Set yourself up for success with a rock-solid financial system. Enroll in Her Money Essentials and build the foundation of your financial future.

Debt Makeover

A Workshop to Eliminate Debt with Confidence

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Most of us will borrow money at some point in our lives, but understanding how to manage debt can make all the difference between financial stress and financial freedom. Debt Makeover is designed to help women break free from the weight of debt and step confidently toward a debt-free life. Whether you're dealing with credit cards, student loans, or car payments, this workshop will teach you how to take control of your debt and create a clear, actionable plan to eliminate it.

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In this course, you’ll explore the different types of debt, learn how to manage loans effectively, and create a personalized debt payoff plan. You’ll gain insight into the risks and consequences of various debts, learn how to qualify for loans with confidence, and master credit card and mortgage management. By the end, you’ll have the tools and knowledge to confidently detox your debt and build a healthier financial future. 

Course Preview

  • A personalized debt elimination plan tailored to your financial situation.

  • Strategies for managing different types of debt and loans.

  • Tools for negotiating with creditors and reducing financial stress.

  • Confidence in creating a debt-free future.

What You'll Gain

  • Debt payoff templates to track your progress.

  • Negotiation scripts for creditors.

Bonuses

Bye-Bye Debt, Hello Freedom! Join Debt Makeover and take the first step toward eliminating your debt for good.

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