Contents and Modules of the Course You get access to all the modules and content of our Financial Course.

My goal with this website isn’t to go into great detail on each module of the 10-module financial literacy course.

For a detailed outline of what is covered in the course, click here to download the FULL Table of Contents.

Four Key Components to EVERY Financial plan

-Asset Protection
-Tax-Reduction
-Stock Market Risk Mitigation
-Long-Term Care Planning

Reducing taxes (income, capital gains, estate) is a topic that is popular with everyone. While no one likes to pay more taxes than they have to, the fact of the matter is that most people do NOT have tax-efficient financial plans.

In different parts of the educational course, I explain the “real world math” behind using tax-deferred IRAs/401(k)s or other pension plans. Only when you understand the math and other alternative tax-favorable tools will you be in a position to make an “informed decision” about which tools you should be using.

Asset Protection

Assets in “your own name” are at risk of loss in a lawsuit! Brokerage accounts; Vacation properties; Rental Properties; Anything else of value.

Tax Reduction

Reducing taxes (income, capital gains, estate) is a topic that is popular with everyone. While no one likes to pay more taxes than they have to, the fact of the matter is that most people do NOT have tax-efficient financial plans.

Stock Market Risk Mitigation

In the Investment Risk Educational Module, you will learn about protective wealth-building products and strategies you can and should be using to “grow your money in the least risky manner possible to reach your financial planning goals.”

Long-Term Care Planning

In this course, you will learn about creative and not well-known tools you can use to pay for LTC expenses in retirement (some tools offer the LTC benefit at NO additional cost).

Financial Education is the Key Start reading on one device and pick up where you left off
on a different one.

Some learn visually. Some learn by reading. Some learn best from lecture-style presentations. The good news is that all three are available when learning through this 10-module financial literacy course.

The self-study material is a compilation of the best content from my eight books and new content I created specifically for this course.

Best In Class

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Roccy DeFrancesco Course Creator & Financial educator

Roccy M. DeFrancesco, Jr., JD, is the Founder of The Wealth Preservation Institute, the creator of the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™), Certified Medicaid Planner (CMP™) designations and the Co-Founder of the Asset Protection Society.

Learn how to be free of financial worry!