Business Professions
choose one or build your own...

Preview Course

Videos and WorkShops available

Asessment of credit, savings, debt, income, cash, wealth and insurance; Defining modules needed for long and short term.

Personnel Credit

Videos and WorkShops available

Analyzing existing credit, building a plan to improve, disputing credit report, comparing results of dispute, building and restoring credit.

Debt Settlement

Videos and WorkShops available

Crafting a negotiation with debt collectors starting at 25% of original amount owed, building a plan to save for settlement, details assistance in settling.

Emergency Saving

Videos and WorkShops available

48% of people cannot handle an unexpected expense of $400; a Goal Plan designed to resolve without changing your income.


Videos and WorkShops available

Education on requirements, PITI, MI, DTI, rates and closing.


Videos and WorkShops available

Review of company contribution, existing funds to new plans.


Videos and WorkShops available


(stocks, funds, bonds, annuities)


Videos and WorkShops available

Analyzing current financial status and projected future needs.

Education Plan

Videos and WorkShops available

Strategy tailored to the client’s individual financial situation. By analyzing various investment options, including Section 529 plans.


Videos and WorkShops available

The pros and cons of chapters 7 and 13; which ones you can apply for, the requirements of each and what it takes to complete.


Videos and WorkShops available


Income Taxes; Estate Taxes

Estate Planning

Videos and WorkShops available

Federal, State, and Inheritance taxes based on degree of relationship of beneficiaries, provides detail of each estate tax liability and its distribution.

Student Loans

Videos and WorkShops available

Tackling student loans structuring a budget around payments to save money can move them one step closer to their goal.

Loan Modification

Videos and WorkShops available

Quantifying the Modification; provided by government or servicer building a solution through credit restructuring to refinance.

Home Buying

Videos and WorkShops available

Over the years Mortgages have changed dramatically from the crisis to over regulations. Going it on your own is a thing of the past.

Zombie Title

Videos and WorkShops available

Endured a Short Sale, Loan Modification, Foreclosure or Bankruptcy the problem is that the nefarious Banks have left you a mess.

Smart Money to Teach & Advise

Create first workshop

Workshops are a skill set you already have knowledge of.

We have 100’s of videos and libraries of prebuilt WorkShops of subject pertaining to your needs and classes; or build your own capability for advance users.

Engage with Client

Build a Goal Plan; create Tasks for your client’s path to success.

We provide educational Videos and Live Seminars on Smart Money Live from experience educators and strategic thinkers as part of our support community.

Earn Revenue

You’ll be paid for each workshop you offer to your clients.

It’s your clients all you pay for is the use of our system and support. Your clients stay within your brand of the system and have no access to others allowing you to offer additional Plans.

Personnel Credit Available WorkShop

Walk-Thru Demo

Full Walk-Thru Demo

This demo takes you through the progressions of how a pre-built course features work and are used; from File Vault, WorkShops, Goal Plan, Task, Milestones, Suggestions and Secure Internal Messaging System.

Shows the Personnel Credit Course WorkShop Collaborating with your Client using the Smart Money Cloud.

Request a Demo of other courses

Smart Money Cloud Community

Smart Money Cloud | Back to Top