COURSE SYLLABUS

Easy Steps to Financial Security

Instructor: Coach Greb
Duration: Two-Day Course (3 hours per day)
Languages Offered: English, French, Spanish, and other languages as needed
Delivery Format: Online via Zoom or Onsite (ISBF Institute / Financial Power Institute / Partner Locations)
Course Fee: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Organized by: ISBF Institute and Financial Power Institute

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COURSE OVERVIEW

Easy Steps to Financial Security is a practical, two-day personal finance course that empowers participants to build a strong financial foundation that supports long-term security and peace of mind. Led by Coach Greb, the course combines financial principles, planning strategies, and real-life applications to help individuals and families create a roadmap for protecting their income, assets, and future.

Rather than focusing only on wealth building or budgeting, this course provides a holistic overview of what financial security means and how to attain it, regardless of income level or financial starting point. By the end of the course, participants will have clarity about how to stabilize their finances and prepare for both emergencies and opportunities.

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COURSE BENEFITS

Participants will leave the course with the knowledge and confidence to put systems in place that ensure consistent progress toward financial well-being. They will learn how to manage cash flow, prepare for emergencies, reduce financial risk, and protect their future through insurance, savings, and structured financial planning.

The course is highly actionable and provides step-by-step tools to identify financial vulnerabilities, eliminate money stressors, and build security over time. Whether someone is just getting started or trying to recover from setbacks, this course offers a clear path forward.

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TARGET AUDIENCE

This course is ideal for:

• Individuals seeking greater financial control and peace of mind
• Families working toward long-term financial stability
• Employees living paycheck to paycheck who want a solid plan
• Entrepreneurs and freelancers with inconsistent income
• Anyone who wants to reduce financial anxiety and create protection systems
• Participants of the 12-Step Easy Financial Empowerment Series

No financial expertise is required. This course is appropriate for anyone ready to make wise financial decisions and improve their overall well-being.

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COURSE OUTCOME

By the end of this course, participants will:

• Understand what financial security means and how to measure it
• Identify their financial risk areas and create safety nets
• Build a comprehensive savings and protection plan
• Develop an emergency fund strategy
• Learn how to reduce vulnerability to debt, income loss, and financial shocks
• Complete a personalized financial security action plan
• Use simple tools to monitor and improve their security metrics over time

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COURSE PREREQUISITES

There are no formal prerequisites for this course. Participants are encouraged to:

• Be familiar with their income, expenses, and general financial status
• Come prepared to reflect on their personal financial goals and stressors
• Have access to a computer, tablet, or smartphone for using templates and software

Previous completion of “Easy Steps to Budgeting” or “Easy Steps to Saving” is helpful but not required.

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PARTICIPANT GUIDE

Each participant will receive:

• Easy Steps to Financial Security Workbook (digital or print)
• Financial Security Assessment Tool
• Emergency Fund Tracker and Planning Template
• Risk Management Checklist
• Monthly Stability Scorecard
• Excerpt from the Teach Me Money™ Book Series by Coach Greb
• 30-Day Replay Access to Sessions
• Certificate of Completion

These tools are designed to help participants take action during the course and continue building security afterward.

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COURSE COST

The full tuition for the course is $59 per participant, which includes:

• Two 3-hour instructional sessions with Coach Greb
• All worksheets, templates, and guides
• Replay access and personalized support tools
• Certificate of Completion
• Access to optional post-course coaching or accountability sessions

Registration is available at https://Isbfinstitute.com/easysteps. Payment can be made via debit or credit card, Zelle, or Cash App.

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FOLLOW-UP SOLUTION

Following the course, participants will complete and implement a customized Financial Security Plan using digital templates or available software (such as EveryDollar, You Need a Budget, or a custom Excel planner). This plan will include monthly savings targets, a risk reduction checklist, and emergency fund strategy.

Participants will also be invited to an optional follow-up group session or one-on-one consultation to review their plan, ask questions, and receive guidance for continued improvement and financial peace.

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COURSE SCHEDULE

DAY 1 – STABILITY & STRUCTURE

Theme: “Build a Foundation That Lasts”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Welcome and Course Orientation
  Introduction to financial security concepts and goals of the course.
• 0:15 – 0:45: Module 1 – What Is Financial Security?
  Define financial security across life stages, and learn how to measure and track it.
• 0:45 – 1:30: Module 2 – Cash Flow Control and Emergency Preparedness
  Create a safety-first financial structure using an emergency fund, income automation, and expense buffers.
• 1:30 – 2:00: Module 3 – The Stability Scorecard
  Complete your personal Financial Security Assessment to identify strengths and vulnerabilities.
• 2:00 – 2:30: Module 4 – The 5 Building Blocks of Financial Security
  Understand the role of savings, insurance, debt control, income protection, and goal alignment.
• 2:30 – 3:00: Module 5 – Building Your Monthly Security Strategy
  Create a simple monthly plan to protect income, manage risk, and improve overall financial health.

Homework:
Complete the full Financial Security Assessment and draft a personal security vision statement.

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DAY 2 – RISK MANAGEMENT & LONG-TERM SECURITY

Theme: “Protect and Progress”
Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Recap and Participant Reflections
  Review insights from Day 1, discuss areas of vulnerability and breakthrough moments.
• 0:15 – 1:00: Module 6 – Insurance and Income Protection
  Learn how life, health, disability, and income protection insurance support financial security.
• 1:00 – 1:30: Module 7 – Managing Debt and Financial Disruptions
  Strategies for reducing debt risk, planning for job loss, medical emergencies, or inflation.
• 1:30 – 2:00: Module 8 – Long-Term Security: Retirement and Legacy
  Begin planning for long-term peace of mind with retirement savings and family legacy considerations.
• 2:00 – 2:30: Module 9 – Creating a Family Financial Safety Net
  Learn how to involve partners, children, or other loved ones in financial stability plans.
• 2:30 – 3:00: Module 10 – Finalizing Your Financial Security Plan
  Build and present your personal Financial Security Action Plan using the workbook and planning templates.

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CERTIFICATE OF COMPLETION

Participants who complete both sessions and submit their action plan will receive a Certificate of Completion, jointly issued by the ISBF Institute and the Financial Power Institute. This course contributes credit toward the 12 Easy Steps to Financial Empowerment Series certification.

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COURSE LOCATION AND DELIVERY OPTIONS

Participants can attend:

• Onsite:
  Financial Power Institute
  2070 Sugarloaf Parkway, Suite 600
  Lawrenceville, GA 30045
• Online:
  Live via Zoom, with 30-day access to session replays
• Partner Sites:
  Courses may be offered at community centers, churches, and nonprofits, and can be delivered in English, French, Spanish, or other languages upon request.

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COURSE REGISTRATION

To enroll in this course or explore other financial empowerment courses, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121