This course provides a structured set of learning objectives to guide you through Ted McLyman's book, Confessions of a Reformed Financial Advisor. Its purpose is to transform your reading from a passive experience into an active journey of self-discovery and application. By engaging with these objectives, you will not only grasp the book's core concepts but also build a practical framework for applying them directly to your own financial life.

Each objective is designed using Robert Mager's performance-based framework, a proven method in adult learning. This structure consists of three key parts:

Performance: A measurable action you will be able to perform (e.g., deconstruct, analyze, formulate).
Condition: The context in which you will perform the action (e.g., after reading the author's critique, using your own financial statements).
Criterion: The standard for successful completion (e.g., by creating a list of at least five assumptions, ensuring they are derived from an honest assessment).

By completing these objectives, you will develop a deep, actionable understanding of how to align your financial behavior with a life of security and peace of mind.

Text: Confessions of a Reformed Financial Advisor by Ted McLyman (Optional but recommended for mastery of the subject and as a reference.)

Prerequisites: None

Introduction

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Introduction

What You'll Learn

Confessions of a Reformed Financial Advisor

I Confess...

Humans Are Not Hardwired to Work Well With Money

Your Money Beliefs and Values

Technology Is Not (Always) Your Friend

Your Money Values

Your Money Temperament

Your Money Knowledge

Your Money Strategy

Your Money Plan

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