Throughout this course, you will be required to complete a series of financial activities. You will need to gather your financial records such as canceled checks and bills from a few months back in order to get the most out of your budget planning activities.

textbook

Step 1 - Read the Textbook.

The textbook will provide you with the information you will need to complete your required training.
You'll need Adobe Reader to download the materials available through the links below. If you don't already have it installed on your compouter, you can Get Adobe Reader here. It's free!

 

workbook

Step 2 - Complete the Workbook.

You will need to complete all the financial exercises in your workbook. (Hint: On Worksheet #5, the reconciliation amount will be needed to complete your required Training Verification Form, so make sure your reconciliation amount is correct.)

 


VerificationStep 3 - Complete the Verification Form and Send.

It's simply a one-page answer sheet for you to input your name and other information so you get credit for all the hard work you have done -- Sending us this completed form is necesssary to comply with the requirements of the course. As you study the course, write down your required checkpoint answers on a separate sheet of paper, then, when you have completed the entire Financial Training Program Course, click here to complete the verification form.

Step 3 - Mail-in Option - Send Us the Verification Form by regular mail. Sending the Verification Form is mandatory. You can submit the information on-line, or, if you prefer, you can print the form and mail it to us:

Training Verification Services
7501 NW Tiffany Springs Parkway, Suite 300
Kansas City, MO 64153

Or FAX to 866-713-2494

Optional Course Evaluation There is also an optional course evaluation. You can submit the information on-line, or, if you prefer, you can print the form and mail it to us.

Questions - Click here for our contact information - just drop us a note.