Easy Steps to Investing

COURSE SYLLABUS

Instructor: Coach Greb
Format: Two-Day Course (3 hours per day)
Languages Offered: English, French, Spanish, and others as available
Delivery Format: Online (via Zoom) or Onsite (ISBF / Financial Power Institute or Partner Locations)
Tuition: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Partners: ISBF Institute and the Financial Power Institute

COURSE OVERVIEW

Easy Steps to Investing is a beginner-friendly, two-day course that demystifies the world of investing and equips participants with the tools to begin building wealth confidently. Taught by Coach Greb, this course explains the fundamentals of investing in clear, practical language and shows participants how to take the first step toward owning income-generating assets, regardless of income level or background.

Rather than overwhelming students with jargon or complex theories, this course focuses on the essential concepts, strategies, and tools that lay the foundation for smart investing. Whether investing for retirement, income, or long-term growth, students will leave this course with a personalized investment strategy and access to trusted platforms for continued action.

COURSE BENEFITS

Participants will learn how to make their money work for them by understanding the principles of investing and how to apply them in real life. They will be introduced to various types of investments—from stocks and bonds to real estate, mutual funds, and ETFs—and shown how to align these tools with personal financial goals.

In addition to knowledge, participants will gain confidence. The course helps eliminate fear, confusion, and procrastination by offering hands-on exercises and real-world examples. Whether saving for retirement, education, or financial freedom, students will complete the course with a clear next step and roadmap to begin investing.

TARGET AUDIENCE

This course is ideal for:

Beginners who have never invested before
Working adults interested in long-term wealth building
Families and couples planning for retirement or education
Entrepreneurs exploring business or real estate investing
Students and young professionals beginning to grow their net worth
Anyone enrolled in the 12 Easy Steps to Financial Empowerment series

There is no required financial background or income level to enroll. This course is built for those ready to turn their income into wealth.

COURSE OUTCOME

Upon completion, participants will:

Understand the basic principles and risks of investing
Know the difference between saving and investing
Identify common types of investments and how they grow
Understand investment accounts such as 401(k), IRA, brokerage accounts, and custodial accounts
Set clear investment goals and timelines
Select appropriate investment tools for their personal goals
Begin building a personalized investment plan using trusted platforms

COURSE PREREQUISITES

There are no formal prerequisites. However, it is strongly recommended that participants:

Have a working monthly budget
Have completed “Easy Steps to Saving” or be familiar with basic savings principles
Be prepared to discuss financial goals and timelines
Have access to a device (laptop, tablet, or smartphone) for digital tools

All tools, templates, and examples will be provided during the course.

PARTICIPANT GUIDE

Each participant will receive:

Easy Steps to Investing Workbook (digital PDF or print copy)
Sample Investment Plan Templates and Worksheets
Investment Platform Comparison Guide
Risk Assessment Tool
Glossary of Key Investment Terms
Excerpt from the Teach Me Money™ Book Series by Coach Greb
30-Day Replay Access to Course Recordings
Certificate of Completion

All materials are designed for easy reference and immediate implementation beyond the classroom.

COURSE COST

The course fee is $59 per participant and includes:

Two live training sessions (3 hours each)
Digital participant guide and tools
Access to investment calculators and tracking platforms
Certificate of Completion
Follow-up coaching options

Enrollment is available through https://Isbfinstitute.com/easysteps. Participants may pay via credit/debit card, Zelle, or Cash App.

FOLLOW-UP SOLUTION

After completing the course, participants will be guided to create and implement a customized investment plan using industry-recognized software or platforms (such as Fidelity, Vanguard, Charles Schwab, or Acorns). They will identify investment goals, funding strategies, and a plan for ongoing contributions.

Participants will also be offered optional access to post-course coaching, accountability partners, and updates on tools and strategies to grow their portfolio over time.

COURSE SCHEDULE

DAY 1 – UNDERSTANDING INVESTING BASICS

Theme: “Plant the Seed – Start Investing with Confidence”
Duration: 3 Hours

Schedule and Modules:

0:00 – 0:15: Welcome and Orientation
Introduction to investing, the power of compound growth, and class expectations.
0:15 – 0:45: Module 1 – Why Invest? The Cost of Waiting
Explore the difference between saving and investing, and the long-term impact of compounding.
0:45 – 1:30: Module 2 – Investment Types and How They Work
Introduction to stocks, bonds, mutual funds, index funds, ETFs, and real estate.
1:30 – 2:00: Module 3 – Understanding Risk and Return
Learn how to assess risk, diversify portfolios, and select investments aligned with your tolerance.
2:00 – 2:30: Module 4 – Retirement and Investment Accounts
Overview of 401(k), IRA, Roth IRA, custodial accounts, and HSAs.
2:30 – 3:00: Module 5 – Building Your First Portfolio
Hands-on exercise: Participants begin drafting their investment objectives and asset allocation strategy.

Homework:
Review your financial goals and select a sample investment platform for Day 2. Complete your risk tolerance assessment.

DAY 2 – STRATEGY, TOOLS, AND LONG-TERM PLANNING

Theme: “Build Your Wealth – Let Money Work for You”
Duration: 3 Hours

Schedule and Modules:

0:00 – 0:15: Recap and Q&A from Day 1
Answering key questions from participants and reviewing basic concepts.
0:15 – 1:00: Module 6 – Choosing the Right Investment Strategy
Dollar-cost averaging, buy-and-hold, index investing, and growth vs. income strategies.
1:00 – 1:30: Module 7 – Where and How to Start Investing
Walkthrough of investment platforms and demo of setting up an account.
1:30 – 2:00: Module 8 – Investing for Major Life Goals
Education, retirement, home buying, and generational wealth: timeline-based investing.
2:00 – 2:30: Module 9 – Protecting and Growing Your Investments
Tips for monitoring performance, avoiding panic selling, and staying the course.
2:30 – 3:00: Module 10 – Finalizing Your Investing Plan + Next Steps
Each participant presents their draft investment plan and receives tools for implementation and follow-up.

CERTIFICATE OF COMPLETION

Certificates will be awarded to participants who attend both days and complete a basic investment plan. These certificates are co-issued by the ISBF Institute and the Financial Power Institute and may be used toward completion of the Easy Steps to Financial Empowerment Series.

COURSE LOCATION AND DELIVERY OPTIONS

Courses can be delivered:

In-Person:
Financial Power Institute
2070 Sugarloaf Parkway, Suite 600
Lawrenceville, GA 30045
Online:
Zoom links provided after registration

Group training is also available through churches, schools, nonprofits, or private partnerships. Language support is available upon request.

COURSE REGISTRATION

To register, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121

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Easy Steps to Investing

Easy Steps to Investing

COURSE SYLLABUS