Category

COURSE SYLLABUS

Easy Steps to Asset Accumulation

Instructor: Coach Greb
Format: Two-Day Course (3 hours per day)
Languages Offered: English, French, Spanish, and others as available
Delivery Mode: Online (Zoom) or Onsite (ISBF / Financial Power Institute, Partner Locations)
Tuition: $59 per participant
Website: https://Isbfinstitute.com/easysteps
Affiliates: ISBF Institute and the Financial Power Institute

COURSE OVERVIEW

Easy Steps to Asset Accumulation is a powerful two-day course designed to help individuals and families shift from merely earning income to building sustainable wealth through intentional asset ownership. Taught by Coach Greb, this course simplifies the often intimidating world of wealth building into practical, easy-to-follow steps suitable for beginners and intermediate learners alike.

Participants will explore different asset classes, learn how to accumulate assets with limited income, and gain tools to assess the value, growth, and risk associated with various investment options. Through this course, attendees will be equipped with a roadmap for building net worth and creating long-term financial security through asset-based living.

This course can be taken independently or as part of the 12 Easy Steps Bundle within the Teach Me Money™ Easy Steps Series.

COURSE BENEFITS

This course offers more than theory—it delivers actionable knowledge and personal empowerment. Participants will understand the power of assets in wealth creation, identify the difference between appreciating and depreciating assets, and learn how to start acquiring wealth-producing assets regardless of income level.

They will also be introduced to strategies used by successful individuals to build equity through real estate, investments, business ownership, and intellectual property. Whether participants are starting from scratch or have already begun their financial journey, this course provides tools to advance confidently toward wealth.

TARGET AUDIENCE

Easy Steps to Asset Accumulation is ideal for:

• Working professionals looking to grow wealth beyond their paycheck
• Families seeking generational financial security
• College students and young adults starting their wealth journey
• Entrepreneurs building valuable business assets
• Individuals preparing for retirement or financial independence
• Anyone enrolled in the full 12-course Easy Steps series

No prior investment or finance knowledge is necessary, making this course accessible to anyone motivated to take control of their future.

COURSE OUTCOME

By the end of this course, participants will:

• Understand the core principles of asset accumulation
• Be able to differentiate between liabilities and wealth-producing assets
• Identify multiple asset classes (real estate, business, securities, IP, etc.)
• Create a basic asset accumulation plan tailored to their income and life stage
• Gain access to tools for tracking and managing personal net worth
• Leave with the mindset and strategy to build a strong financial foundation

COURSE PREREQUISITES

There are no formal prerequisites. Participants are encouraged to:

• Have completed “Easy Steps to Budgeting” or be familiar with budgeting concepts
• Bring a list of their current income, liabilities, and any existing assets
• Be ready to reflect, plan, and take practical steps toward financial growth

Access to a laptop or mobile device is recommended for interactive budgeting and asset tracking tools.

PARTICIPANT GUIDE

All participants will receive:

• Easy Steps to Asset Accumulation Workbook (PDF or print)
• Asset Planning Worksheets and Sample Net Worth Tracker
• Overview of Investment Options and Platforms
• Budget + Asset Growth Planning Template
• Excerpts from the Teach Me Money™ book series
• 30-Day Access to Session Replays
• Completion Certificate

These tools ensure each participant can immediately apply what they’ve learned in real-life scenarios.

COURSE COST

The course tuition is $59 per participant. This includes:

• Two 3-hour live interactive sessions
• Full access to the digital participant guide
• Templates, worksheets, and bonus resources
• One-month post-course replay access
• Certificate of Completion
• Invitation to follow-up sessions or accountability groups

Registration is available online at https://Isbfinstitute.com/easysteps. Payments may be made by credit card, debit card, Zelle, or Cash App.

FOLLOW-UP SOLUTION

Following completion of this course, participants will finalize and implement a Monthly Functional Family Budget using industry-recognized software or tools. They will be guided to identify their asset-building goals within that budget and establish an asset tracking routine. Optional coaching or accountability check-ins will be available for ongoing support.

The course does not end with learning—it extends into action, ensuring real financial transformation.

COURSE SCHEDULE

DAY 1 – ASSET MINDSET & TYPES

Theme: “Start Where You Are – Grow What You Have”
Total Duration: 3 Hours

Schedule and Modules:

• 0:00 – 0:15: Welcome, Introductions, and Overview
  Participants are oriented to the session objectives and the meaning of asset-based living.
• 0:15 – 0:45: Module 1 – The Asset Accumulation Mindset
  Explore the difference between consumers and wealth builders. Understand how mindset affects money habits and long-term outcomes.
• 0:45 – 1:30: Module 2 – Understanding Asset Classes
  Breakdown of tangible and intangible assets: real estate, businesses, stocks, intellectual property, precious metals, and more.
• 1:30 – 2:00: Module 3 – Assets vs. Liabilities
  Learn how to identify and classify what adds to or subtracts from your wealth. Debunk common myths about “good debt.”
• 2:00 – 2:30: Module 4 – Income, Savings, and Asset Funding
  Discover how to turn a budget surplus into capital for asset acquisition—even on modest income.
• 2:30 – 3:00: Module 5 – Personal Asset Inventory
  Hands-on session: each participant begins identifying current and potential assets in their life.

Homework:
Complete your asset inventory worksheet. Review your current financial obligations and begin planning what assets you’d like to build.

DAY 2 – ASSET PLANNING & WEALTH STRATEGIES

Theme: “Build to Last – Legacy Through Ownership”
Total Duration: 3 Hours

Schedule and Modules:

• 0:00 – 0:15: Check-In and Homework Review
  Discuss personal discoveries from Day 1 and clarify lingering questions.
• 0:15 – 1:00: Module 6 – Real Estate and Business Ownership as Asset Strategies
  Introduction to property acquisition (residential, rental, land) and small business development as sustainable wealth tools.
• 1:00 – 1:30: Module 7 – Investing in Paper Assets and Retirement Vehicles
  Explore basic stock market investment, index funds, IRAs, 401(k)s, and other paper asset paths to wealth.
• 1:30 – 2:00: Module 8 – Intellectual Property and Digital Assets
  Understand how content creation, books, online courses, and trademarks can become lasting income-generating assets.
• 2:00 – 2:30: Module 9 – Creating Your Asset Plan
  Participants develop a personal action plan to start or expand their asset base.
• 2:30 – 3:00: Module 10 – Net Worth Tracking and Accountability
  Learn how to use software or tools to track assets and liabilities, update regularly, and set SMART goals for growth.

Final Activity:
Participants present their first draft asset growth plan. Certificates are issued, and optional coaching packages are introduced.

CERTIFICATE OF COMPLETION

Upon full attendance and submission of the final asset plan, each participant will receive a Certificate of Completion. The certificate is jointly issued by the ISBF Institute and the Financial Power Institute and may be used toward credit in the broader Easy Steps financial education track.

DELIVERY LOCATION AND OPTIONS

• Onsite Venue:
  Financial Power Institute
  2070 Sugarloaf Parkway, Suite 600
  Lawrenceville, GA 30045 USA
• Virtual Option: Zoom link provided upon registration
• Group Delivery: Partner churches, schools, or community organizations

COURSE REGISTRATION

To enroll in this course or view the full Easy Steps series, visit:
Website: https://Isbfinstitute.com/easysteps
Email: info@finanpower.com
Phone: +1 (678) 921-2121