Spending Game Fundamentals
Learn the steps to successful implement this powerful tool.
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About the Course
Learn How To...
  • Create scenarios with the client's financial information: accounts, cash-flows & visualizations
  • Create alternative scenarios with your recommended changes
  • Fund the client's desired lifestyle with the Cash-flow Worksheet
    Compare any two scenarios with visualizations

  • Generate reports
Demonstrate
  • The Personal Economic Model
    Current & improved scenarios

  • Side by side scenario comparison
  • Summaries of key financial accounts
  • Assets by class
  • Wealth transfers & opportunity costs
  • Retirement income & balances forecast
Resources
  • Six 75-minute sessions
  • Demo client cases
  • Shared documents & resources
  • Group recordings archive
  • Access to your coach(es) during live sessions
  • Ability to email your coach(es) course related questions
  • Pre and post course satisfaction surveys
About the Course
Learn How To...
  • Create scenarios with the client's financial information: accounts, cash-flows & visualizations
  • Create alternative scenarios with your recommended changes
  • Fund the client's desired lifestyle with the Cash-flow Worksheet
  • Compare any two scenarios with visualizations
  • Generate reports
Demonstrate
  • The Personal Economic Model
  • Current & improved scenarios
  • Side by side scenario comparison
  • Summaries of key financial accounts
  • Assets by class
  • Wealth transfers & opportunity costs
  • Retirement income & balances forecast
Resources
  • Six 75-minute sessions
  • Demo client cases
  • Shared documents & resources
  • Group recordings archive
  • Access to your coach(es) during live sessions
  • Ability to email your coach(es) course related questions
  • Pre and post course satisfaction surveys
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
What members say:
Extremely valuable, the self-study videos are good but this course really helped me to see where things come from and where they go, you just can't get the practical application from a video
I cannot recommend this course enough - if you want to close cases you need to learn how to use the Spending Game and this course taught me how.
$500
On-Demand
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