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  • Financial Planning

    Learn The Six Elements of Financial Planning including: Cashflow management, Investment planning, Tax Planning, Risk Management, Estate Planning and Retirement Planning

  • Investments

    Don't just work for money; Learn how to make your money work for you. Grow wealth!

  • Your Bespoke Financial Plan

    Set your financial goals and build your own financial plan that is bespoke to you.

Instructor(s)

  • Sola Adesakin FCA FCCA CPA MBA

    Lead Coach; Smart Stewards

    Sola Adesakin FCA FCCA CPA MBA

    Sola is a multi-dimensional Author, Speaker and Finance Expert, experienced and versatile Chartered Accountant with about 17 years hands-on experience on Personal and SMEs finance. She is a Personal Finance Coach, Trainer and Conference/Seminar Speaker. Through her blog and The Smart Stewards Academy, (www.smartstewards.com), She has helped many men and women bounce back from stress to rest and from debt to wealth. She holds a BSC in Applied Accounting from Oxford Brookes University, United Kingdom. She is a Fellow of the Institute of Chartered Accountants of Nigeria (ICAN) and also a Fellow of the Association of Chartered Certified Accountants of the United Kingdom (ACCA). She is a Member of the Chartered Professional Accountants of Canada (CPA) and she also holds an MBA from the Edinburgh Business School (Heriot-Watt University) Scotland. Sola is the Managing Partner of BookSmart Financial Solutions; an SME friendly Accounting firm and also the Founder and Lead Coach of Smart Stewards; a platform for teaching sound principles on personal finance management especially for women. She organizes financial planning trainings for staff of companies and also consults for high networth individuals. She has authored 8 books, her latest being "Fit to Fly Financial Plan," which comes free, as part of a course starting on 1st July 2020. Other books authored by Sola, include, "May I Have My Money," “The Real Profit," "40 Frugal Rules For Your Journey To Financial freedom" and "A Practical and Pragmatic Guide For Wealth Management." Her books are available on Amazon (in digital and paper back formats) and other leading book distributors. Sola hosts Smart Stewards Podcasts, on Anchor, where she shares quick tips on finance https://anchor.fm/solaadesakin She is a recipient of the Women X Scholarship, an initiative of the World Bank and Pan Atlantic University for Female Entrepreneurs. She has also been recognised by The Guardian Nigeria News as one of Nigeria's 100 Most Inspiring Women for the year 2020.

Course curriculum

  • 1
    Welcome To Fit-To-Fly Financial Plan Online Course
  • 2
    Introductory Module
  • 3
    Module 1: The Basics of Money, Wealth & More
  • 4
    Module 2A : The 3-Tier Wealth Pyramid And The 7-Level Literacy Pyramid For Financial Success
  • 5
    Module 2B: Financial Planning Module
  • 6
    Module 3A: CashFlow Management and Budgeting
  • 7
    Module 3B: Investment Planning
  • 8
    Module 4A: Retirement Planning
  • 9
    Module 4B: Estate Planning
  • 10
    Module 5A: Risk Management and Insurance
  • 11
    Module 5B: Tax Planning
  • 12
    Module 6: Financial Plan: Practical Samples
  • 13
    Module 7 : Other Financial Areas To Consider
  • 14
    Conclusion
  • 15
    Case Study Presentation By Groups
  • 16
    Downloadable Materials
  • Welcome To The Fit-To-Fly Financial Plan Online Course How to use this course Your Course Onboarding Details Smart Stewards Legal Terms And Privacy Policy 2020
  • Your 6- Learning EMPOR Points and The Learning CONE. The Spiritual Dimension To Wealth (Must Watch!) You Need To Familiarize Yourself With Your Finances! (Free E-book) Free E-book Download Fortifying Your Financial Future (Presentation To the Flourishing Forties Community)
  • Welcome Again To Fit-To-Fly Financial Plan Online Course The Four Types Of Wealth Financial Wealth Financial Wealth: Learning To Manage Your Money Financial Wealth: How To Multiply Your Resources Social Wealth Physical and Time Wealth Your Money Temperament The Beast Mode Approach For Your Financial Planning Quick Survey: Before We Move On... Week 1 Coaching Call
  • The Three-Tier Wealth Pyramid ( 3 Mins Read) Maslow's Law Of Needs The 7-Level Literacy Pyramid For Financial Success ( 4 Mins Read)
  • What Is Financial Planning? Common Mistakes People Make About Financial Planning The Difference Between Wealth Management and Financial Planning The Six Step Process for Building Your Financial Plan Coaching Call For Week 2
  • Introduction To CashFlow Management Making More Money: The Cash-flow Quadrant Budget (Video) Savings Emergency Funds Video Finances In Marriage -YOM Money:( Your Money, Our Money, My Money)
  • Investment Basics (Video) Investment Planning (Index funds and Etfs) With Dr. Remi Banjoko Four Streams With Motunrayo Ade-Famoti Hedging Against Devaluation Risks WIth Wole Oluyemi Investing and Retirement Planning (Focus On The USA) With Morenike vincent Understanding The Stock Market: Kayode Olayemi The Canadian Investment Terrain With Funke Fasunon
  • How Ready Are You For Retirement? Retirement Planning With Lydia Chinery-Hesse The Basics Of Pension In Nigeria With Gboyega Ejiwunmi
  • Estate Planning
  • Module 5: Introduction To Module 5: Risk/ Insurance Management and Tax Planning Four Personal Financial Risks Introduction To Life Insurance : External Content From WebCE (3 Mins read) Life Insurance Needs (Why Life Insurance?) External Content From WebCE (2 Mins read) Term Life Insurance: External Content From WebCE (2 Mins read) Permanent Life Insurance : External Content From WebCE (2 Mins read) Universal Life: External Content From WebCE (2 Mins read) Variable Life Insurance /Others: External Content From WebCE (2 Mins read) Group Life Insurance : External Content From WebCE (2 Mins read) Health Insurance: External Content From WebCE (2 Mins read) Disability Insurance Needs General Tips On Insurance In Nigeria Patience Onchabor (Video) Insurance: More About Life Insurance In Nigeria With Deji Johnson Insurance Types In Canada With Funke Fasunon
  • Tax Planning In Nigeria With Bolaji Obisanya What to Know About Tax Refunds With Morenike Vincent Tax Planning ( 5 Mins. Read)
  • Practical Financial Planning Building Your Financial Plan (The Six Elements Explained) Why You May Need A Financial Advisor: Angela McGreal Sample Financial Plan: (Jill & Jack) Download Jack & Jill's Plan A Sample Financial Plan for an Unmarried Person (Susie) Download Susie's Plan Financial Planning Questionnaire ( Download and Fill)
  • The Right Money Mindset Your Temperament and Your Money Attitude Your Personal Finance LANE
  • Congratulations! Rate This Course Welcoming You To Join the Smart Stewards Inner Circle Welcoming You To Join the Smart Investment Club
  • Financial Planning Case Study Presentations On Celebrities
  • Additional Resource On Financial Planning ( External Content) Ebook On Financial Planning By Pearson (Chapter 1) Ebook On Financial Planning By Pearson (Chapter 2) Steps To Creating A Financial Plan ( External Downloadable Content) Financial Plan Sample 1 Financial Plan Sample 2 Financial Plan Sample 3

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