Home   >   Products   >   One Hour Course Certification: Foundational Accounts

One Hour Course Certification: Foundational Accounts

Ratings:
4.5/5

$19.99

Establish the foundational accounts you will need to succeed. Identify why you need a bank or credit union, understand the difference between Checking and Savings, work through the Rules of these accounts, and analyze your statements. Introduce Tax Advantaged Accounts, how they differe from a brokerage, what is the difference between a 401k and IRA, and WHY a Roth account is your best advantage.

Course Overview

Money Vehicle is built for you to see your money as a vehicle, a vessel that will hold your money. Well in this course we will establish those vessels and accounts. Beginning with the foundation in your bank accounts and understanding why you would choose a credit union over a bank or vice versa. Then we will see the benefits of different types of accounts you can get started with and begin to setup some rules you should follow when banking. As you establish these accounts, you will want to continually track what is happening within them, so reading your statements will be a piece of the puzzle. Once your foundation is set, you begin to establish investment accounts and here we will see the differences betweem a Brokerage, 401(k), and IRA. Comparing these types of accounts and what benefit comes with each, we will begin to see the power of a Roth account for you as a young profesional.

About Jed

Jedidiah Collins HP

JEDIDIAH COLLINS, CFP® is a behavioral coach and founder of Rookie to Veteran™. After being signed as an undrafted free agent in 2008, he played seven seasons in the NFL while studying for his certification in financial planning in the off seasons. Today, Jedidiah’s mission is to empower students, athletes, and young professionals with the behaviors needed to eliminate the gap between the potential of their goals and the success they desire! In addition to his work, Jedidiah is a speaker, commentator, and—most importantly—a husband and father.

LEARN TO SPEAK THE LANGUAGE OF MONEY

View other ways to learn with Money Vehicle

Product_1hrcertf_credit

One Hour Course: Credit

Product_1hrcertf_taxes

One Hour Course: Taxes

Product_1hrcertf_invest

One Hour Course: Invest

Ready to level up your financial knowledge?

Explore Money Vehicle’s engaging podcast series, where we share insights, tips, and strategies to help you master your finances.

Want to test drive The Money Vehicle Program for yourself? Click here to get the keys to log into the Money Vehicle Platform!

Thank you for contacting our support desk, we have migrated to a new platform to better serve you. In order to properly assist you, please click the email address or send an email to support@yourmoneyvehicle.com. Please ensure to include the following:

 

  1. Full Contact Information
  2. Details on the issue you are encountering
  3. Best time to contact you in the event a phone call is required.

 

Thank you,
YMV Support Team

Contact Us