Courses

Included with all premium memberships, LV Courses give you access to the resources you need to make the right financial decisions. Every course is written and approved by our in-house team of Certified Financial Planners™ to give you the best interactive experience possible.

1. Complete Financial Picture

   Master a range of topics from investing to how to effectively make financial decisions with your partner.

2. Interactive Lessons

   You'll have fun with tools, videos, calculators, quizzes and more as you advance through each level.

3. Get Results

   LV Courses will give you the confidence to change the way you think about money and make decisions.

Course List

Level 1: Build Your Foundation

• What you'll learn

   

  • Why a budget is so important
  • The best way to think about the flow of your money
  • How to set up a realistic budget to start building your wealth
  • How to prioritize your saving and spending without sacrificing your fun

  What's Inside

  • 5 Videos
  • 1 Slideshow
  • 1 Quiz
  • 1 Calc

  Why a Budget Is Your First Step
  30 Mins
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• What you'll learn

   

  • How to make a financial plan to achieve your long-term goals
  • The steps a financial planner would walk you through
  • The things you need for financial security at each life stage

  What's Inside

  • 3 Videos
  • 1 Slideshow
  • 1 Quiz
  • 3 Calcs

  Create Your 5-Year Plan
  25 Mins
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Level 2: Start Your Planning

• What you'll learn

   

  • The real deal with inflation
  • How to know if you are ready to invest
  • How the heck the market works anyway
  • The best accounts for you
  • Link your financial accounts to get a true picture of where your spending
  • Easy ways to decode investment jargon

  What's Inside

  • 3 Videos
  • 1 Slideshow
  • 1 Quiz
  • 1 Calc

  Rules to Follow Before You Invest
  30 Mins
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• What you'll learn

   

  • Identify what a financial relationship is and what financial compatibility looks like
  • The deal with financial intimacy
  • Secrets to having important financial conversations with your partner
  • How to talk about money with different people in your life (including your boss!)

  What's Inside

  • 3 Videos
  • 2 Slideshows
  • 1 Calc

  Money and Relationships
  35 Mins
  Upgrade

• What you'll learn

   

  • Identify what risk management means for you
  • The types of insurance are a must-have for your financial security
  • How not to get ripped off with insurance

  What's Inside

  • 4 Videos
  • 2 Slideshows
  • 3 Quizzes
  • 1 Calcs

  Insurance: Take It Or Leave It?
  25 Mins
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Level 3: Build Your Wealth

• What you'll learn

   

  • Assess your investment goals and risk tolerance
  • Understand what your portfolio should look like based on your goals
  • Find out whether target-date investing or the do-it-yourself approach is best for you

  What's Inside

  • 2 Videos
  • 2 Slideshows
  • 2 Quizzes

  Building Your Portfolio
  15 Mins
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• What you'll learn

   

  • Why everyone makes such a big deal about retirement
  • The real deal with Social Security
  • Your magic number - how much you really need for retirement
  • How to to navigate 401(k)s, IRAs, and Roth accounts

  What's Inside

  • 2 Videos
  • 3 Slideshows
  • 1 Quiz
  • 1 Calc

  The Roadmap for Retiring In Style
  25 Mins
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• What you'll learn

   

  • How to find the best investments for you
  • The best way to buy those investments: dollar cost averaging vs.lump sum
  • How much to put in each fund
  • Your investment schedule

  What's Inside

  • 4 Videos
  • 1 Slideshow
  • 1 Quiz
  • 1 Calc

  Buying Investments Like a Pro
  20 Mins
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