Small Business and Retirement Planning
We offer two financial courses that are delivered by e-mail. They can be read and completed at your convenience. These courses also provide an inexpensive way to introduce the family's youth to personal financial matters.
We've teamed with PayPal to provide a secure way for you to pay with credit cards. Click your course selection below to begin enrollment and payment process.
Starting An Investment Club E-Course ($9.95)
A  lessons course on what is an investment club and how to organize or join one. Course also includes online community membership, local club services, free newsletters and access to club certification process.
Personal Financial Planning E-Course ($19.95)
A  lessons course about the personal financial planning process. Learn to set financial goals, evaluate financial situation and develop strategies to reach goals. Course also includes retirement plan exercise, review by a representative, free newsletters and membership in online investment clubs community.
(Recommended before meeting with any financial advisor.)
You may also mail payments to:
The Financial-Quest Group
P.O. Box 882631
San Francisco, Ca. 94188-2631
Please note which course on your check, and make it payable to: FQG/CTM