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WELCOME TO BOOTCAMP LESSON 3

Financial Literacy Training

YOUR TASK FOR THIS LESSON 

 Download the personal balance sheet below and start building your financial plan.

HERE’S WHAT’S INSIDE BOOTCAMP LESSON 4

Access to Trusted Advisor Training that’ll help you learn the Job of a Trusted Advisor, learn the characteristics of a Trusted Advisor, Benefits and How to become a Trusted Advisor!

A Character Test to see if you’re fit to become a Trusted Advisor.

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