Quality control record
Master Product & Fulfillment Inventory
This page reconciles 327 advertised educational entries with the product that actually exists, how it can be viewed, and how it can be downloaded.
VERIFIED PUBLISHED TOTALS
11 courses • 66 complete browser lessons • 66 downloadable seven-page lesson PDFs • 11 companion books • 132 companion-book chapters • 10 curriculum volumes • 120 curriculum chapters • 100 Action Guides • 100 Action Worksheets.
Definitive product record
Every completed literature product listed as downloadable has a dedicated finished file. “Download complete PDF” links to the actual file path shown in the final column.
Core files, complete books, and disclosed preview
4 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Financial Learning Cafe Financial Preparedness Workbook | Workbook | All paid levels; public inspection copy | 12-page PDF | YES | YES | YES — PDF, Word, HTML | YES | YES — all paid levels | /downloads/FLC-Financial-Preparedness-Workbook.pdf |
| Cash Flow Simplified | Book | Published public library | 12 browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/books/cash-flow-simplified.pdf |
| The Entrepreneur’s Roadmap | Book | Published public library | 12 browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/books/entrepreneurs-roadmap.pdf |
| Business Foundations — Part One | Preview | Free preview only; not represented as a complete paid product | Preview file | NO — PREVIEW ONLY | YES | YES — preview Word file | YES — preview | NO | /downloads/Business_Foundations_Part_One.docx |
Curriculum volumes
10 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Money Was Never a School Subject | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/money-was-never-a-school-subject.pdf |
| The Language of Money | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/the-language-of-money.pdf |
| The Money Blueprint | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/the-money-blueprint.pdf |
| Budgeting for Freedom | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/budgeting-for-freedom.pdf |
| Banking Made Simple | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/banking-made-simple.pdf |
| Consumer Information Without Confusion | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/consumer-information-without-confusion.pdf |
| The Cost of Financing | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/the-cost-of-financing.pdf |
| Protecting Your Financial Future | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/protecting-your-financial-future.pdf |
| Growing Wealth One Decision at a Time | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/growing-wealth-one-decision-at-a-time.pdf |
| The Financial Life | Curriculum volume | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/curriculum-volumes/the-financial-life.pdf |
Companion books
11 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| The Architecture of Enterprise | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/business-foundations.pdf |
| The Living Current | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/business-cash-flow.pdf |
| Built to Work | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/business-systems.pdf |
| The Modern Banking Classroom | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/personal-banking.pdf |
| The Business Banking Operating System | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/business-banking.pdf |
| Prepared Before the Conversation | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/funding-readiness.pdf |
| The Capital Structure Field Guide | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/financing-options.pdf |
| The True Cost of Capital | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/responsible-repayment.pdf |
| The Financial Record | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/records-readiness.pdf |
| Beyond the Headline Rate | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/promotional-terms-cost.pdf |
| The Responsible Business Obligation | Companion book | Published public library | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/companion-books/business-payment-planning.pdf |
Courses
11 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Business Foundations: From Idea to Organized Enterprise | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/business-foundations |
| Cash Flow, Budgeting & Financial Organization for Business | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/business-cash-flow |
| Business Systems, Operations & Responsible Growth | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/business-systems |
| Personal Banking Essentials | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/personal-banking |
| Business Banking & Cash Management | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/business-banking |
| Funding Readiness: Documents, Numbers & Provider Questions | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/funding-readiness |
| Business Financing Options Explained | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/financing-options |
| Understanding Cost, Terms & Responsible Repayment | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/responsible-repayment |
| Records & Readiness | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/records-readiness |
| Promotional Terms & Complete Cost | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/promotional-terms-cost |
| Business Payment Planning | Course | Published public library | 6 complete browser lessons | YES | YES | YES — 6 lesson PDFs | YES | NO | /personal-finance/business-payment-planning |
Complete lesson PDFs
66 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Business Foundations: From Idea to Organized Enterprise — Lesson 1: Define the problem, customer, and value proposition | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b01-lesson-1-learning-resource.pdf |
| Business Foundations: From Idea to Organized Enterprise — Lesson 2: Choose a business model and revenue structure | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b01-lesson-2-learning-resource.pdf |
| Business Foundations: From Idea to Organized Enterprise — Lesson 3: Understand entity types and registration | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b01-lesson-3-learning-resource.pdf |
| Business Foundations: From Idea to Organized Enterprise — Lesson 4: Separate personal and business finances | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b01-lesson-4-learning-resource.pdf |
| Business Foundations: From Idea to Organized Enterprise — Lesson 5: Estimate startup costs, pricing, and records | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b01-lesson-5-learning-resource.pdf |
| Business Foundations: From Idea to Organized Enterprise — Lesson 6: Build a practical 90-day launch plan | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b01-lesson-6-learning-resource.pdf |
| Cash Flow, Budgeting & Financial Organization for Business — Lesson 1: Revenue, profit, and cash flow | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b02-lesson-1-learning-resource.pdf |
| Cash Flow, Budgeting & Financial Organization for Business — Lesson 2: Classify business expenses | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b02-lesson-2-learning-resource.pdf |
| Cash Flow, Budgeting & Financial Organization for Business — Lesson 3: Build an operating budget and reserve target | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b02-lesson-3-learning-resource.pdf |
| Cash Flow, Budgeting & Financial Organization for Business — Lesson 4: Create a 12-week cash-flow forecast | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b02-lesson-4-learning-resource.pdf |
| Cash Flow, Budgeting & Financial Organization for Business — Lesson 5: Organize receipts, records, and dates | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b02-lesson-5-learning-resource.pdf |
| Cash Flow, Budgeting & Financial Organization for Business — Lesson 6: Read basic reports and prepare questions | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b02-lesson-6-learning-resource.pdf |
| Business Systems, Operations & Responsible Growth — Lesson 1: Map the customer journey and workflow | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b03-lesson-1-learning-resource.pdf |
| Business Systems, Operations & Responsible Growth — Lesson 2: Document standard operating procedures | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b03-lesson-2-learning-resource.pdf |
| Business Systems, Operations & Responsible Growth — Lesson 3: Choose useful tools without excess overhead | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b03-lesson-3-learning-resource.pdf |
| Business Systems, Operations & Responsible Growth — Lesson 4: Measure service, sales, capacity, and cash | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b03-lesson-4-learning-resource.pdf |
| Business Systems, Operations & Responsible Growth — Lesson 5: Understand hiring, outsourcing, and delegation | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b03-lesson-5-learning-resource.pdf |
| Business Systems, Operations & Responsible Growth — Lesson 6: Plan sustainable growth and manage risk | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/b03-lesson-6-learning-resource.pdf |
| Personal Banking Essentials — Lesson 1: How banks and credit unions work | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k01-lesson-1-learning-resource.pdf |
| Personal Banking Essentials — Lesson 2: Compare common deposit accounts | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k01-lesson-2-learning-resource.pdf |
| Personal Banking Essentials — Lesson 3: Read fees, disclosures, and account terms | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k01-lesson-3-learning-resource.pdf |
| Personal Banking Essentials — Lesson 4: Understand debit cards, holds, and overdrafts | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k01-lesson-4-learning-resource.pdf |
| Personal Banking Essentials — Lesson 5: Use ACH, wires, bill pay, and transfers | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k01-lesson-5-learning-resource.pdf |
| Personal Banking Essentials — Lesson 6: Protect deposits and account access | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k01-lesson-6-learning-resource.pdf |
| Business Banking & Cash Management — Lesson 1: Why financial separation matters | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k02-lesson-1-learning-resource.pdf |
| Business Banking & Cash Management — Lesson 2: Structure checking, savings, and reserves | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k02-lesson-2-learning-resource.pdf |
| Business Banking & Cash Management — Lesson 3: Control signers and account access | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k02-lesson-3-learning-resource.pdf |
| Business Banking & Cash Management — Lesson 4: Manage receivables, payables, and timing | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k02-lesson-4-learning-resource.pdf |
| Business Banking & Cash Management — Lesson 5: Evaluate treasury and deposit tools | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k02-lesson-5-learning-resource.pdf |
| Business Banking & Cash Management — Lesson 6: Prepare for a banker conversation | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/k02-lesson-6-learning-resource.pdf |
| Funding Readiness: Documents, Numbers & Provider Questions — Lesson 1: Clarify purpose, amount, timing, and use | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f01-lesson-1-learning-resource.pdf |
| Funding Readiness: Documents, Numbers & Provider Questions — Lesson 2: Separate personal and business information | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f01-lesson-2-learning-resource.pdf |
| Funding Readiness: Documents, Numbers & Provider Questions — Lesson 3: Gather common financial documents | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f01-lesson-3-learning-resource.pdf |
| Funding Readiness: Documents, Numbers & Provider Questions — Lesson 4: Understand revenue, cash flow, and obligations | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f01-lesson-4-learning-resource.pdf |
| Funding Readiness: Documents, Numbers & Provider Questions — Lesson 5: Learn credit and business-history concepts | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f01-lesson-5-learning-resource.pdf |
| Funding Readiness: Documents, Numbers & Provider Questions — Lesson 6: Assemble the readiness file | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f01-lesson-6-learning-resource.pdf |
| Business Financing Options Explained — Lesson 1: Compare fixed-term and revolving funding structures | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f02-lesson-1-learning-resource.pdf |
| Business Financing Options Explained — Lesson 2: Understand government-supported program concepts | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f02-lesson-2-learning-resource.pdf |
| Business Financing Options Explained — Lesson 3: Compare equipment financing and leasing | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f02-lesson-3-learning-resource.pdf |
| Business Financing Options Explained — Lesson 4: Explore invoice and receivables financing | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f02-lesson-4-learning-resource.pdf |
| Business Financing Options Explained — Lesson 5: Understand grants, competitions, and equity | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f02-lesson-5-learning-resource.pdf |
| Business Financing Options Explained — Lesson 6: Match structure to business purpose | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f02-lesson-6-learning-resource.pdf |
| Understanding Cost, Terms & Responsible Repayment — Lesson 1: Principal, interest, APR, fees, and total cost | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f03-lesson-1-learning-resource.pdf |
| Understanding Cost, Terms & Responsible Repayment — Lesson 2: Fixed and variable rates | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f03-lesson-2-learning-resource.pdf |
| Understanding Cost, Terms & Responsible Repayment — Lesson 3: Amortization and payment frequency | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f03-lesson-3-learning-resource.pdf |
| Understanding Cost, Terms & Responsible Repayment — Lesson 4: Collateral, guarantees, covenants, and default | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f03-lesson-4-learning-resource.pdf |
| Understanding Cost, Terms & Responsible Repayment — Lesson 5: Stress-test repayment | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f03-lesson-5-learning-resource.pdf |
| Understanding Cost, Terms & Responsible Repayment — Lesson 6: Read an offer and seek qualified review | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f03-lesson-6-learning-resource.pdf |
| Records & Readiness — Lesson 1: Understand the credit-information system | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f04-lesson-1-learning-resource.pdf |
| Records & Readiness — Lesson 2: Read every section of a credit report | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f04-lesson-2-learning-resource.pdf |
| Records & Readiness — Lesson 3: Separate facts from credit myths | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f04-lesson-3-learning-resource.pdf |
| Records & Readiness — Lesson 4: Review information for accuracy | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f04-lesson-4-learning-resource.pdf |
| Records & Readiness — Lesson 5: Understand review and correction rights | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f04-lesson-5-learning-resource.pdf |
| Records & Readiness — Lesson 6: Build a responsible review routine | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f04-lesson-6-learning-resource.pdf |
| Promotional Terms & Complete Cost — Lesson 1: Read the credit card disclosure | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f05-lesson-1-learning-resource.pdf |
| Promotional Terms & Complete Cost — Lesson 2: Understand statement cycles and due dates | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f05-lesson-2-learning-resource.pdf |
| Promotional Terms & Complete Cost — Lesson 3: See how interest is calculated | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f05-lesson-3-learning-resource.pdf |
| Promotional Terms & Complete Cost — Lesson 4: Compare minimum-payment and target-date plans | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f05-lesson-4-learning-resource.pdf |
| Promotional Terms & Complete Cost — Lesson 5: Evaluate promotional and balance-transfer offers | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f05-lesson-5-learning-resource.pdf |
| Promotional Terms & Complete Cost — Lesson 6: Use credit cards with intentional controls | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f05-lesson-6-learning-resource.pdf |
| Business Payment Planning — Lesson 1: Distinguish personal and business credit | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f06-lesson-1-learning-resource.pdf |
| Business Payment Planning — Lesson 2: Learn how business information is reported | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f06-lesson-2-learning-resource.pdf |
| Business Payment Planning — Lesson 3: Protect financial separation and records | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f06-lesson-3-learning-resource.pdf |
| Business Payment Planning — Lesson 4: Evaluate vendor and card terms | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f06-lesson-4-learning-resource.pdf |
| Business Payment Planning — Lesson 5: Connect capital use to cash flow | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f06-lesson-5-learning-resource.pdf |
| Business Payment Planning — Lesson 6: Build a responsible credit policy | Lesson PDF | Published public library | 7-page PDF | YES | YES | YES — complete PDF | YES | NO | /downloads/lesson-resources/f06-lesson-6-learning-resource.pdf |
Action Guides
100 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Action Guide 01: Understanding Your Financial Life | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-your-financial-life.pdf |
| Action Guide 02: Creating a Personal Financial Snapshot | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-a-personal-financial-snapshot.pdf |
| Action Guide 03: Identifying Your Financial Priorities | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/identifying-your-financial-priorities.pdf |
| Action Guide 04: Setting Meaningful Financial Goals | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/setting-meaningful-financial-goals.pdf |
| Action Guide 05: Understanding Your Money Habits | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-your-money-habits.pdf |
| Action Guide 06: Examining Your Financial Beliefs | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/examining-your-financial-beliefs.pdf |
| Action Guide 07: Organizing Your Finances | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/organizing-your-finances.pdf |
| Action Guide 08: Building a Financial Calendar | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/building-a-financial-calendar.pdf |
| Action Guide 09: Creating a Financial Document System | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-a-financial-document-system.pdf |
| Action Guide 10: Measuring Your Financial Progress | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/measuring-your-financial-progress.pdf |
| Action Guide 11: Understanding Your Income | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-your-income.pdf |
| Action Guide 12: Reading Your Pay Statement | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reading-your-pay-statement.pdf |
| Action Guide 13: Calculating Monthly Cash Flow | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/calculating-monthly-cash-flow.pdf |
| Action Guide 14: Managing Irregular Income | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/managing-irregular-income.pdf |
| Action Guide 15: Planning for Multiple Income Sources | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/planning-for-multiple-income-sources.pdf |
| Action Guide 16: Understanding Employee Benefits | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-employee-benefits.pdf |
| Action Guide 17: Reviewing Payroll Withholding | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reviewing-payroll-withholding.pdf |
| Action Guide 18: Preparing for an Income Disruption | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/preparing-for-an-income-disruption.pdf |
| Action Guide 19: Evaluating an Employment Offer | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/evaluating-an-employment-offer.pdf |
| Action Guide 20: Increasing Your Earning Capacity | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/increasing-your-earning-capacity.pdf |
| Action Guide 21: Understanding Household Expenses | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-household-expenses.pdf |
| Action Guide 22: Creating a Budget | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-a-budget.pdf |
| Action Guide 23: Choosing a Budgeting Method | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/choosing-a-budgeting-method.pdf |
| Action Guide 24: Separating Needs from Wants | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/separating-needs-from-wants.pdf |
| Action Guide 25: Categorizing Your Expenses | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/categorizing-your-expenses.pdf |
| Action Guide 26: Managing Fixed Expenses | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/managing-fixed-expenses.pdf |
| Action Guide 27: Managing Variable Expenses | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/managing-variable-expenses.pdf |
| Action Guide 28: Planning for Periodic Expenses | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/planning-for-periodic-expenses.pdf |
| Action Guide 29: Reviewing Subscription Expenses | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reviewing-subscription-expenses.pdf |
| Action Guide 30: Conducting a Monthly Financial Review | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/conducting-a-monthly-financial-review.pdf |
| Action Guide 31: Understanding Financial Institutions | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-financial-institutions.pdf |
| Action Guide 32: Comparing Banks and Member-Owned Institutions | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-banks-and-member-owned-institutions.pdf |
| Action Guide 33: Choosing the Right Bank Account | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/choosing-the-right-bank-account.pdf |
| Action Guide 34: Opening a Bank Account | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/opening-a-bank-account.pdf |
| Action Guide 35: Reading a Bank Account Agreement | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reading-a-bank-account-agreement.pdf |
| Action Guide 36: Understanding Bank Fees | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-bank-fees.pdf |
| Action Guide 37: Reading a Bank Statement | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reading-a-bank-statement.pdf |
| Action Guide 38: Reconciling Your Bank Account | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reconciling-your-bank-account.pdf |
| Action Guide 39: Preventing Overdrafts | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/preventing-overdrafts.pdf |
| Action Guide 40: Using Digital Banking Safely | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/using-digital-banking-safely.pdf |
| Action Guide 41: Understanding the Purpose of Saving | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-the-purpose-of-saving.pdf |
| Action Guide 42: Comparing Savings Accounts | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-savings-accounts.pdf |
| Action Guide 43: Understanding Savings Account Interest | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-savings-account-interest.pdf |
| Action Guide 44: Creating an Emergency Fund | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-an-emergency-fund.pdf |
| Action Guide 45: Determining an Emergency-Fund Goal | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/determining-an-emergency-fund-goal.pdf |
| Action Guide 46: Building Sinking Funds | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/building-sinking-funds.pdf |
| Action Guide 47: Automating Your Savings | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/automating-your-savings.pdf |
| Action Guide 48: Saving with Competing Obligations | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/saving-with-competing-obligations.pdf |
| Action Guide 49: Protecting Your Savings | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/protecting-your-savings.pdf |
| Action Guide 50: Reviewing Your Savings Strategy | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reviewing-your-savings-strategy.pdf |
| Action Guide 51: Understanding Consumer Account Records | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-consumer-account-records.pdf |
| Action Guide 52: Understanding Consumer Reports | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-consumer-reports.pdf |
| Action Guide 53: Reading Your Consumer Report | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reading-your-consumer-report.pdf |
| Action Guide 54: Understanding Consumer Evaluation Scores | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-consumer-evaluation-scores.pdf |
| Action Guide 55: Recognizing Evaluation Factors | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/recognizing-evaluation-factors.pdf |
| Action Guide 56: Reviewing Consumer Report Accuracy | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reviewing-consumer-report-accuracy.pdf |
| Action Guide 57: Addressing Consumer Report Errors | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/addressing-consumer-report-errors.pdf |
| Action Guide 58: Understanding Account Inquiries | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-account-inquiries.pdf |
| Action Guide 59: Protecting Your Consumer Identity | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/protecting-your-consumer-identity.pdf |
| Action Guide 60: Evaluating New Account Applications | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/evaluating-new-account-applications.pdf |
| Action Guide 61: Understanding Revolving Payment Cards | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-revolving-payment-cards.pdf |
| Action Guide 62: Comparing Revolving Payment Cards | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-revolving-payment-cards.pdf |
| Action Guide 63: Reading a Revolving Payment Card Agreement | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reading-a-revolving-payment-card-agreement.pdf |
| Action Guide 64: Reading a Revolving Payment Card Statement | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reading-a-revolving-payment-card-statement.pdf |
| Action Guide 65: Understanding Revolving Account Costs | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-revolving-account-costs.pdf |
| Action Guide 66: Calculating Revolving Account Costs | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/calculating-revolving-account-costs.pdf |
| Action Guide 67: Understanding Minimum Payments | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-minimum-payments.pdf |
| Action Guide 68: Understanding Grace Periods | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-grace-periods.pdf |
| Action Guide 69: Understanding Account-Use Ratios | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-account-use-ratios.pdf |
| Action Guide 70: Recognizing Revolving Account Warning Signs | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/recognizing-revolving-account-warning-signs.pdf |
| Action Guide 71: Understanding Annual Percentage Rates | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-annual-percentage-rates.pdf |
| Action Guide 72: Comparing Interest Rates and Fees | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-interest-rates-and-fees.pdf |
| Action Guide 73: Understanding Simple and Compound Interest | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-simple-and-compound-interest.pdf |
| Action Guide 74: Evaluating Promotional Terms | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/evaluating-promotional-terms.pdf |
| Action Guide 75: Understanding Deferred Interest | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-deferred-interest.pdf |
| Action Guide 76: Comparing Promotional Account-Transfer Offers | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-promotional-account-transfer-offers.pdf |
| Action Guide 77: Calculating a Promotional Account-Transfer Cost | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/calculating-a-promotional-account-transfer-cost.pdf |
| Action Guide 78: Reviewing Promotional Deadlines | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/reviewing-promotional-deadlines.pdf |
| Action Guide 79: Comparing Payment Alternatives | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-payment-alternatives.pdf |
| Action Guide 80: Creating an Interest-Cost Inventory | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-an-interest-cost-inventory.pdf |
| Action Guide 81: Understanding Your Total Financial Obligations | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-your-total-financial-obligations.pdf |
| Action Guide 82: Distinguishing Productive and Costly Obligations | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/distinguishing-productive-and-costly-obligations.pdf |
| Action Guide 83: Calculating Your Obligations-to-Income Ratio | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/calculating-your-obligations-to-income-ratio.pdf |
| Action Guide 84: Prioritizing Financial Obligations | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/prioritizing-financial-obligations.pdf |
| Action Guide 85: Comparing Payment-Planning Methods | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-payment-planning-methods.pdf |
| Action Guide 86: Creating an Obligation-Payment Plan | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-an-obligation-payment-plan.pdf |
| Action Guide 87: Communicating with Account Providers | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/communicating-with-account-providers.pdf |
| Action Guide 88: Responding to a Missed Payment | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/responding-to-a-missed-payment.pdf |
| Action Guide 89: Understanding Third-Party Account Communications | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-third-party-account-communications.pdf |
| Action Guide 90: Recognizing When Professional Help May Be Needed | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/recognizing-when-professional-help-may-be-needed.pdf |
| Action Guide 91: Recognizing Financial Fraud | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/recognizing-financial-fraud.pdf |
| Action Guide 92: Protecting Your Personal Information | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/protecting-your-personal-information.pdf |
| Action Guide 93: Understanding Insurance Fundamentals | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-insurance-fundamentals.pdf |
| Action Guide 94: Comparing Insurance Coverage | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-insurance-coverage.pdf |
| Action Guide 95: Preparing Your Tax Documents | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/preparing-your-tax-documents.pdf |
| Action Guide 96: Understanding Your Federal Tax Return | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-your-federal-tax-return.pdf |
| Action Guide 97: Comparing Tax-Filing Options | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/comparing-tax-filing-options.pdf |
| Action Guide 98: Understanding Investing Fundamentals | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/understanding-investing-fundamentals.pdf |
| Action Guide 99: Preparing for Retirement | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/preparing-for-retirement.pdf |
| Action Guide 100: Creating a Personal Financial Roadmap | Action Guide | Published public library | 5 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/action-guides/creating-a-personal-financial-roadmap.pdf |
Action Worksheets
100 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Action Worksheet 01: Understanding Your Financial Life | Worksheet | Published public library | 13-page PDF | YES | YES | YES — PDF and Word | YES | YES — all paid levels | /downloads/Financial-Learning-Cafe-Action-Worksheet-01.pdf |
| Action Worksheet 02: Creating a Personal Financial Snapshot | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-a-personal-financial-snapshot.pdf |
| Action Worksheet 03: Identifying Your Financial Priorities | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/identifying-your-financial-priorities.pdf |
| Action Worksheet 04: Setting Meaningful Financial Goals | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/setting-meaningful-financial-goals.pdf |
| Action Worksheet 05: Understanding Your Money Habits | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-your-money-habits.pdf |
| Action Worksheet 06: Examining Your Financial Beliefs | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/examining-your-financial-beliefs.pdf |
| Action Worksheet 07: Organizing Your Finances | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/organizing-your-finances.pdf |
| Action Worksheet 08: Building a Financial Calendar | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/building-a-financial-calendar.pdf |
| Action Worksheet 09: Creating a Financial Document System | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-a-financial-document-system.pdf |
| Action Worksheet 10: Measuring Your Financial Progress | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/measuring-your-financial-progress.pdf |
| Action Worksheet 11: Understanding Your Income | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-your-income.pdf |
| Action Worksheet 12: Reading Your Pay Statement | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reading-your-pay-statement.pdf |
| Action Worksheet 13: Calculating Monthly Cash Flow | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/calculating-monthly-cash-flow.pdf |
| Action Worksheet 14: Managing Irregular Income | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/managing-irregular-income.pdf |
| Action Worksheet 15: Planning for Multiple Income Sources | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/planning-for-multiple-income-sources.pdf |
| Action Worksheet 16: Understanding Employee Benefits | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-employee-benefits.pdf |
| Action Worksheet 17: Reviewing Payroll Withholding | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reviewing-payroll-withholding.pdf |
| Action Worksheet 18: Preparing for an Income Disruption | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/preparing-for-an-income-disruption.pdf |
| Action Worksheet 19: Evaluating an Employment Offer | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/evaluating-an-employment-offer.pdf |
| Action Worksheet 20: Increasing Your Earning Capacity | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/increasing-your-earning-capacity.pdf |
| Action Worksheet 21: Understanding Household Expenses | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-household-expenses.pdf |
| Action Worksheet 22: Creating a Budget | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-a-budget.pdf |
| Action Worksheet 23: Choosing a Budgeting Method | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/choosing-a-budgeting-method.pdf |
| Action Worksheet 24: Separating Needs from Wants | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/separating-needs-from-wants.pdf |
| Action Worksheet 25: Categorizing Your Expenses | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/categorizing-your-expenses.pdf |
| Action Worksheet 26: Managing Fixed Expenses | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/managing-fixed-expenses.pdf |
| Action Worksheet 27: Managing Variable Expenses | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/managing-variable-expenses.pdf |
| Action Worksheet 28: Planning for Periodic Expenses | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/planning-for-periodic-expenses.pdf |
| Action Worksheet 29: Reviewing Subscription Expenses | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reviewing-subscription-expenses.pdf |
| Action Worksheet 30: Conducting a Monthly Financial Review | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/conducting-a-monthly-financial-review.pdf |
| Action Worksheet 31: Understanding Financial Institutions | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-financial-institutions.pdf |
| Action Worksheet 32: Comparing Banks and Member-Owned Institutions | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-banks-and-member-owned-institutions.pdf |
| Action Worksheet 33: Choosing the Right Bank Account | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/choosing-the-right-bank-account.pdf |
| Action Worksheet 34: Opening a Bank Account | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/opening-a-bank-account.pdf |
| Action Worksheet 35: Reading a Bank Account Agreement | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reading-a-bank-account-agreement.pdf |
| Action Worksheet 36: Understanding Bank Fees | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-bank-fees.pdf |
| Action Worksheet 37: Reading a Bank Statement | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reading-a-bank-statement.pdf |
| Action Worksheet 38: Reconciling Your Bank Account | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reconciling-your-bank-account.pdf |
| Action Worksheet 39: Preventing Overdrafts | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/preventing-overdrafts.pdf |
| Action Worksheet 40: Using Digital Banking Safely | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/using-digital-banking-safely.pdf |
| Action Worksheet 41: Understanding the Purpose of Saving | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-the-purpose-of-saving.pdf |
| Action Worksheet 42: Comparing Savings Accounts | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-savings-accounts.pdf |
| Action Worksheet 43: Understanding Savings Account Interest | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-savings-account-interest.pdf |
| Action Worksheet 44: Creating an Emergency Fund | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-an-emergency-fund.pdf |
| Action Worksheet 45: Determining an Emergency-Fund Goal | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/determining-an-emergency-fund-goal.pdf |
| Action Worksheet 46: Building Sinking Funds | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/building-sinking-funds.pdf |
| Action Worksheet 47: Automating Your Savings | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/automating-your-savings.pdf |
| Action Worksheet 48: Saving with Competing Obligations | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/saving-with-competing-obligations.pdf |
| Action Worksheet 49: Protecting Your Savings | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/protecting-your-savings.pdf |
| Action Worksheet 50: Reviewing Your Savings Strategy | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reviewing-your-savings-strategy.pdf |
| Action Worksheet 51: Understanding Consumer Account Records | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-consumer-account-records.pdf |
| Action Worksheet 52: Understanding Consumer Reports | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-consumer-reports.pdf |
| Action Worksheet 53: Reading Your Consumer Report | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reading-your-consumer-report.pdf |
| Action Worksheet 54: Understanding Consumer Evaluation Scores | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-consumer-evaluation-scores.pdf |
| Action Worksheet 55: Recognizing Evaluation Factors | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/recognizing-evaluation-factors.pdf |
| Action Worksheet 56: Reviewing Consumer Report Accuracy | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reviewing-consumer-report-accuracy.pdf |
| Action Worksheet 57: Addressing Consumer Report Errors | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/addressing-consumer-report-errors.pdf |
| Action Worksheet 58: Understanding Account Inquiries | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-account-inquiries.pdf |
| Action Worksheet 59: Protecting Your Consumer Identity | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/protecting-your-consumer-identity.pdf |
| Action Worksheet 60: Evaluating New Account Applications | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/evaluating-new-account-applications.pdf |
| Action Worksheet 61: Understanding Revolving Payment Cards | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-revolving-payment-cards.pdf |
| Action Worksheet 62: Comparing Revolving Payment Cards | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-revolving-payment-cards.pdf |
| Action Worksheet 63: Reading a Revolving Payment Card Agreement | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reading-a-revolving-payment-card-agreement.pdf |
| Action Worksheet 64: Reading a Revolving Payment Card Statement | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reading-a-revolving-payment-card-statement.pdf |
| Action Worksheet 65: Understanding Revolving Account Costs | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-revolving-account-costs.pdf |
| Action Worksheet 66: Calculating Revolving Account Costs | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/calculating-revolving-account-costs.pdf |
| Action Worksheet 67: Understanding Minimum Payments | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-minimum-payments.pdf |
| Action Worksheet 68: Understanding Grace Periods | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-grace-periods.pdf |
| Action Worksheet 69: Understanding Account-Use Ratios | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-account-use-ratios.pdf |
| Action Worksheet 70: Recognizing Revolving Account Warning Signs | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/recognizing-revolving-account-warning-signs.pdf |
| Action Worksheet 71: Understanding Annual Percentage Rates | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-annual-percentage-rates.pdf |
| Action Worksheet 72: Comparing Interest Rates and Fees | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-interest-rates-and-fees.pdf |
| Action Worksheet 73: Understanding Simple and Compound Interest | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-simple-and-compound-interest.pdf |
| Action Worksheet 74: Evaluating Promotional Terms | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/evaluating-promotional-terms.pdf |
| Action Worksheet 75: Understanding Deferred Interest | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-deferred-interest.pdf |
| Action Worksheet 76: Comparing Promotional Account-Transfer Offers | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-promotional-account-transfer-offers.pdf |
| Action Worksheet 77: Calculating a Promotional Account-Transfer Cost | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/calculating-a-promotional-account-transfer-cost.pdf |
| Action Worksheet 78: Reviewing Promotional Deadlines | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/reviewing-promotional-deadlines.pdf |
| Action Worksheet 79: Comparing Payment Alternatives | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-payment-alternatives.pdf |
| Action Worksheet 80: Creating an Interest-Cost Inventory | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-an-interest-cost-inventory.pdf |
| Action Worksheet 81: Understanding Your Total Financial Obligations | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-your-total-financial-obligations.pdf |
| Action Worksheet 82: Distinguishing Productive and Costly Obligations | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/distinguishing-productive-and-costly-obligations.pdf |
| Action Worksheet 83: Calculating Your Obligations-to-Income Ratio | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/calculating-your-obligations-to-income-ratio.pdf |
| Action Worksheet 84: Prioritizing Financial Obligations | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/prioritizing-financial-obligations.pdf |
| Action Worksheet 85: Comparing Payment-Planning Methods | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-payment-planning-methods.pdf |
| Action Worksheet 86: Creating an Obligation-Payment Plan | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-an-obligation-payment-plan.pdf |
| Action Worksheet 87: Communicating with Account Providers | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/communicating-with-account-providers.pdf |
| Action Worksheet 88: Responding to a Missed Payment | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/responding-to-a-missed-payment.pdf |
| Action Worksheet 89: Understanding Third-Party Account Communications | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-third-party-account-communications.pdf |
| Action Worksheet 90: Recognizing When Professional Help May Be Needed | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/recognizing-when-professional-help-may-be-needed.pdf |
| Action Worksheet 91: Recognizing Financial Fraud | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/recognizing-financial-fraud.pdf |
| Action Worksheet 92: Protecting Your Personal Information | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/protecting-your-personal-information.pdf |
| Action Worksheet 93: Understanding Insurance Fundamentals | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-insurance-fundamentals.pdf |
| Action Worksheet 94: Comparing Insurance Coverage | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-insurance-coverage.pdf |
| Action Worksheet 95: Preparing Your Tax Documents | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/preparing-your-tax-documents.pdf |
| Action Worksheet 96: Understanding Your Federal Tax Return | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-your-federal-tax-return.pdf |
| Action Worksheet 97: Comparing Tax-Filing Options | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/comparing-tax-filing-options.pdf |
| Action Worksheet 98: Understanding Investing Fundamentals | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/understanding-investing-fundamentals.pdf |
| Action Worksheet 99: Preparing for Retirement | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/preparing-for-retirement.pdf |
| Action Worksheet 100: Creating a Personal Financial Roadmap | Worksheet | Published public library | Complete browser worksheet | YES | YES | YES — complete PDF | YES | NO | /downloads/action-worksheets/creating-a-personal-financial-roadmap.pdf |
Interest Optimization Blueprint literature
8 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Interest Optimization Blueprint™ | Curriculum book | Published program resource | 12 complete browser chapters | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/interest-optimization-blueprint.pdf |
| Interest Optimization Blueprint™ — Student Workbook | Workbook | Published program resource | 12 complete monthly sections | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/student-workbook.pdf |
| Interest Optimization Blueprint™ — Reflection Journal | Journal | Published program resource | 12 complete monthly sections | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/reflection-journal.pdf |
| Interest Optimization Blueprint™ — Worksheet Collection | Worksheet collection | Published program resource | 12 complete monthly sections | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/worksheet-collection.pdf |
| Interest Optimization Blueprint™ — Assessment Book | Assessment book | Published program resource | 12 complete monthly sections | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/assessment-book.pdf |
| Interest Optimization Blueprint™ — Case Study Portfolio | Case-study portfolio | Published program resource | 12 complete monthly sections | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/case-study-portfolio.pdf |
| Interest Optimization Blueprint™ — Progress Tracker | Progress tracker | Published program resource | 12 complete monthly sections | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/progress-tracker.pdf |
| Interest Optimization Blueprint™ — Instructor & Facilitator Guide | Facilitator guide | Published program resource | 12 complete workshop sessions | YES | YES | YES — complete PDF | YES | NO | /downloads/program-resources/interest-optimization-blueprint-facilitator-guide.pdf |
Learning Programs
17 inventoried items
| Title | Type | Program / tier | Page count | Complete product | View complete | Download complete | Digital | Physical kit | Actual path |
|---|---|---|---|---|---|---|---|---|---|
| Interest Optimization Blueprint™ | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/promotional-terms-cost |
| Business Foundations | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/business-foundations |
| Consumer Credit Reports & Scores | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/consumer-records-education |
| Consumer Debt Education | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/consumer-obligations |
| Comparing Debt-Resolution Approaches | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/comparing-resolution-approaches |
| Understanding Debt Validation & Documentation | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/account-documentation |
| Credit Card Fundamentals | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/payment-card-terms |
| Understanding Collections | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/account-status-communications |
| Consumer Financial Rights | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/consumer-financial-rights |
| Fraud, Scams & Identity Protection | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/identity-safety |
| Financial Organization | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/financial-organization |
| Budgeting & Cash-Flow Foundations | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/budgeting-mastery |
| Business Banking | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/business-banking |
| Business Credit Education | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/business-account-readiness |
| Business Funding Readiness | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/business-funding-readiness |
| Starting Your Business | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/starting-your-business |
| Financial Literacy Essentials | Learning Program access page | Program catalog; paid-tier entitlement displayed before payment | 4-stage browser program | YES | YES | N/A — not marketed as standalone literature | YES | Core kit listed separately | /learning-programs/financial-literacy-essentials |
Physical Learning Kit
Exact current kit for every paid level.
Essential, Plus, and Premier each include the same core physical kit: one printed 12-page Financial Preparedness Workbook and one printed 13-page Action Worksheet 01. No other printed item is promised unless it is specifically added to the customer’s order record.