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COURSE SYLLABUS

Easy Steps to Saving

Instructor: Coach Greb
Format: Two-Day Course (3 hours per day)
Languages Offered: English, French, Spanish, and other languages as available
Delivery Options: Online (via Zoom) or Onsite (ISBF / Financial Power Institute)
Course Fee: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Institutional Partners: ISBF Institute and Financial Power Institute

COURSE OVERVIEW

Easy Steps to Saving is a two-day financial training that makes the discipline of saving simple, strategic, and sustainable. Designed for beginners and everyday earners, this course breaks through the myths and obstacles surrounding saving money and introduces a step-by-step system to help participants build consistent saving habits.

Through live teaching, exercises, and hands-on planning, participants will learn why saving is essential, how to make it automatic, and how to align their savings strategy with their personal goals. This course is part of the 12-course Easy Steps to Financial Empowerment Bundle, but can also be taken independently.

COURSE BENEFITS

Participants will finish the course with a comprehensive understanding of how to save money consistently—regardless of their income level. They will learn how to differentiate between emergency funds, sinking funds, short-term savings, and long-term savings. More importantly, they will walk away with a fully customized saving plan and tools to implement it immediately.

This course also helps break generational patterns of financial instability by teaching a savings system that is realistic and tailored to each person’s situation. Participants will develop a positive, confident relationship with money and savings.

TARGET AUDIENCE

This course is designed for:

• Individuals with limited or irregular income
• Families living paycheck to paycheck
• Professionals seeking to build a cushion for emergencies
• Young adults and students starting their financial journey
• Entrepreneurs looking to build working capital
• Couples planning for shared financial goals
• Anyone enrolled in the 12 Easy Steps financial education series

There are no educational or income-level requirements for participation. This course is especially beneficial to those who feel stuck or overwhelmed when it comes to saving money.

COURSE OUTCOME

Upon completion of the course, participants will:

• Understand the psychology and principles of saving
• Identify and eliminate saving blockers and sabotaging habits
• Set realistic and achievable saving goals
• Create a categorized saving plan: emergency, short-term, long-term, and legacy
• Implement a savings schedule based on their actual budget
• Utilize software or apps to automate and track saving goals
• Gain confidence to prioritize saving over spending

COURSE PREREQUISITES

There are no formal prerequisites. However, it is recommended that participants:

• Have a basic understanding of their income and monthly expenses
• Complete or be familiar with concepts taught in “Easy Steps to Budgeting”
• Come prepared with access to a device for using online tools or templates

All resources will be provided digitally or in print depending on the delivery format.

PARTICIPANT GUIDE

Each participant will receive:

• Easy Steps to Saving Workbook (digital PDF or print copy)
• Saving Plan Template (editable Excel and printable version)
• Saving Tracker for various goals (emergency fund, vacation, etc.)
• List of recommended savings apps and platforms
• Sample case studies and guided exercises
• Excerpt from the Teach Me Money™ book series by Coach Greb
• Access to class replays (available for 30 days)
• Certificate of Completion upon submission of a savings plan

These materials are crafted to equip participants beyond the class, encouraging continued savings success.

COURSE COST

The course tuition is $59 per participant, which includes:

• Two 3-hour interactive sessions with Coach Greb
• Full digital participant guide and tools
• Ongoing access to templates, savings calculators, and plan builders
• One-month replay access
• Certificate of Completion
• Access to follow-up coaching and savings accountability group

Registration is available online at https://Isbfinstitute.com/easysteps. Payment can be made via credit/debit card, Zelle, or Cash App.

FOLLOW-UP SOLUTION

After completing the course, each participant will be supported to develop and execute a personalized savings plan using available industry software (such as Qube, YNAB, or Excel). Participants will be encouraged to link their plan to their existing monthly budget and automate their savings where possible.

Ongoing follow-up may include group coaching, progress check-ins, and access to accountability support from the Financial Power Institute or partner programs.

COURSE SCHEDULE

DAY 1 – SAVING FOUNDATIONS

Theme: “Start Small, Save Strong”
Total Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Welcome and Participant Introductions
  Introduction to the course framework, objectives, and success stories.
• 0:15 – 0:45: Module 1 – The Psychology of Saving
  Understand why many people don’t save and how beliefs and habits affect outcomes.
• 0:45 – 1:30: Module 2 – The Four Categories of Saving
  Emergency, short-term, long-term, and future-building savings explained in detail.
• 1:30 – 2:00: Module 3 – How Much Should I Save?
  Explore savings benchmarks like 10%, 20%, and percentage-based strategies.
• 2:00 – 2:30: Module 4 – Tools and Technology for Saving
  Introduction to banks, digital wallets, apps, auto-transfers, and goal-specific tools.
• 2:30 – 3:00: Module 5 – Beginning Your Saving Plan
  Guided exercise: participants begin drafting a personalized savings strategy.

Homework Assignment:
Complete your savings categories worksheet and identify one specific goal to focus on for the next 30 days.

DAY 2 – SAVINGS STRATEGY AND IMPLEMENTATION

Theme: “Plan It. Protect It. Practice It.”
Total Duration: 3 Hours

Modules and Time Breakdown:

• 0:00 – 0:15: Recap, Q&A, and Motivation
  Recap of Day 1 highlights and real-time sharing of insights from homework.
• 0:15 – 1:00: Module 6 – Building Your Saving System
  Develop a realistic and sustainable savings calendar based on income patterns.
• 1:00 – 1:30: Module 7 – The Emergency Fund Challenge
  Understand how to build a starter emergency fund of $500–$1,000 and grow from there.
• 1:30 – 2:00: Module 8 – Protecting Your Savings from Sabotage
  Explore how to resist lifestyle inflation, impulse spending, and access temptation.
• 2:00 – 2:30: Module 9 – Saving as a Household or Couple
  How to align with a spouse or partner on saving goals, strategies, and discipline.
• 2:30 – 3:00: Module 10 – Finalizing Your Saving Plan + Next Steps
  Participants present their savings plan draft, commit to a goal, and receive final tools for implementation.

CERTIFICATE OF COMPLETION

Certificates will be awarded to all participants who attend both sessions and submit a completed savings plan. These certificates are jointly issued by the ISBF Institute and the Financial Power Institute, and may be counted toward completion of the 12-course Easy Steps to Financial Empowerment track.

COURSE LOCATION AND DELIVERY OPTIONS

Participants can attend either:

• In-Person:
  Financial Power Institute
  2070 Sugarloaf Parkway, Suite 600
  Lawrenceville, GA 30045
• Virtual:
  Zoom access link provided upon registration

Courses are also offered in collaboration with churches, schools, nonprofits, and community organizations upon request.

COURSE REGISTRATION

To register, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121