Overview

Financials

Invest · Pillar 9 of 9

University · Pillar 9 of 9

Financials

Invest · 6 groups · 36 courses

Financials is one of the nine pillars in the DirectoryToolkit curriculum. Each pillar is organized into six focus areas (groups), and each group has six courses that build on each other.

Groups in this pillar

Funds

6 courses · Money → CashFlow → Costs → Prices → Time → Math

Revenue

6 courses · Pay → Subscription → Grow → Invoice → Basics → Collect

Metrics

6 courses · Profit → ROI → Insights → Stats → Reporting → Ratings

Capital

6 courses · Funding → BuyBack → Priority → Ownership → Wallet → Leverage

Shield

6 courses · Risk → Protect → Umbrella → Guard → Plan → Policy

Estate

6 courses · Wealth → Exit → Tax → Portfolio → Reinvest → Legacy

Need help choosing where to start?

Not sure which pillar or group fits your stage? Reach out and we'll point you to the right entry point.