01 / 49 · INTERMEDIATEBusiness Cash Flow
Proposed instructor access price: $299 · not available for purchase
Teach learners to: build a 13-week cash forecast.
Teaching sequence
- Profit versus cash
- Receivables and payables
- Forecast weekly inflows
- Respond to a shortfall
Facilitated exerciseForecast cash for a distributor with delayed retailer payments.
Open instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
02 / 49 · INTERMEDIATERead Financial Statements
Proposed instructor access price: $299 · not available for purchase
Teach learners to: explain the P&L, balance sheet and cash flow statement.
Teaching sequence
- Find revenue and gross margin
- Read assets and liabilities
- Trace cash movements
- Reconcile the three statements
Facilitated exerciseDiagnose why a profitable month depleted cash.
Open instructor guide and paired learner lessons ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
03 / 49 · INTERMEDIATEPricing and Margins
Proposed instructor access price: $299 · not available for purchase
Teach learners to: price a product with true landed cost and target margin.
Teaching sequence
- Separate cost from price
- Calculate landed cost
- Model wholesale and retail margins
- Test discount scenarios
Facilitated exercisePrice a luxury chocolate bar for wholesale and direct sale.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
04 / 49 · ADVANCEDWorking Capital for Growth
Proposed instructor access price: $499 · not available for purchase
Teach learners to: estimate how inventory growth changes cash needs.
Teaching sequence
- Cash conversion cycle
- Inventory carrying cost
- Retail payment terms
- Set financing triggers
Facilitated exerciseModel a 90-day inventory purchase against 60-day terms.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
05 / 49 · BEGINNERPersonal Budgeting
Proposed instructor access price: $149 · not available for purchase
Teach learners to: build a budget with emergency reserves.
Teaching sequence
- Map income and fixed costs
- Separate needs and wants
- Set a reserve target
- Adjust after an income change
Facilitated exerciseCreate a monthly budget after leaving military service.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
06 / 49 · BEGINNERCredit and Debt Decisions
Proposed instructor access price: $149 · not available for purchase
Teach learners to: compare borrowing cost and repayment plans.
Teaching sequence
- Credit reports and scores
- APR versus payment
- Prioritize balances
- Compare loan offers
Facilitated exerciseChoose between two financing offers using total cost.
View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
07 / 49 · BEGINNERInvesting Foundations
Proposed instructor access price: $149 · not available for purchase
Teach learners to: explain risk, diversification and time horizon.
Teaching sequence
- Assets and risk
- Compounding
- Diversification
- Fees and account types
Facilitated exerciseCompare two example portfolios without promising returns.
View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
08 / 49 · BEGINNERSIE Foundations for Veterans
Proposed instructor access price: $149 · not available for purchase
Teach learners to: map securities industry concepts to official SIE domains.
Teaching sequence
- Capital markets
- Products and risks
- Trading and customer accounts
- Regulatory overview
Facilitated exerciseBuild a personal exam study plan from FINRA's outline.
View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
09 / 49 · INTERMEDIATESecurities Career Paths
Proposed instructor access price: $299 · not available for purchase
Teach learners to: match eight FINRA representative paths to actual work.
Teaching sequence
- Client facing roles
- Trading and operations
- Research and investment banking
- Registration and sponsorship
Facilitated exerciseCompare Series 6, 7, 22, 57, 79, 82, 86/87 and 99 roles.
View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
10 / 49 · ADVANCEDReal Estate Investing Basics
Proposed instructor access price: $499 · not available for purchase
Teach learners to: evaluate a property with cash flow and risk assumptions.
Teaching sequence
- Property income and expenses
- Financing
- Vacancy and repairs
- Compare direct and pooled exposure
Facilitated exerciseStress test a rental property's monthly cash flow.
View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
41 / 49 · BEGINNERBusiness Contract Law
Proposed instructor access price: $149 · not available for purchase
Teach learners to: identify core business contract terms and a fact-based breach review.
Teaching sequence
- Agreement formation
- Operational terms
- Changes and counteroffers
- Possible breach
Facilitated exerciseReview a fictional supplier dispute.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
42 / 49 · INTERMEDIATEBusiness Acquisition
Proposed instructor access price: $299 · not available for purchase
Teach learners to: evaluate an acquisition thesis, deal structure, records and transition cash.
Teaching sequence
- Acquisition thesis
- Assets and obligations
- Financial diligence
- First 90 days
Facilitated exerciseReview a fictional distributor purchase.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
43 / 49 · ADVANCEDNegotiating the Purchase Agreement
Proposed instructor access price: $499 · not available for purchase
Teach learners to: prioritize price adjustments, risk allocation, conditions and transition terms.
Teaching sequence
- Closing payment
- Risk allocation
- Closing conditions
- Transition duties
Facilitated exerciseReview a fictional purchase agreement.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
44 / 49 · BEGINNERLitigation 101 for Business Owners
Proposed instructor access price: $149 · not available for purchase
Teach learners to: preserve evidence and explain the stages of a civil dispute.
Teaching sequence
- Preserve facts
- Pleadings and deadlines
- Discovery
- Resolution paths
Facilitated exerciseBuild a dated dispute file.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
45 / 49 · INTERMEDIATESelling a Business
Proposed instructor access price: $299 · not available for purchase
Teach learners to: prepare a transferable company and compare offers through closing.
Teaching sequence
- Sale readiness
- Valuation evidence
- Offer structure
- Closing and transition
Facilitated exerciseReview a fictional sale.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
48 / 49 · INTERMEDIATESales Forecasting
Proposed instructor access price: $299 · not available for purchase
Teach learners to: forecast revenue and collections from transparent drivers and scenarios.
Teaching sequence
- Unit drivers
- Pipeline
- Collection timing
- Downside
Facilitated exerciseModel a wholesale and direct forecast.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
49 / 49 · ADVANCEDProfit Analysis and Break-Even
Proposed instructor access price: $499 · not available for purchase
Teach learners to: calculate contribution, break-even and operating profit under changed assumptions.
Teaching sequence
- Unit contribution
- Break-even
- Profit bridge
- Stress test
Facilitated exerciseModel a gift-box promotion.
Open interactive instructor guide ↗View content review guide ↗Demonstrate the task, give learners a guided attempt, then assess the submitted work against the stated outcome. Build a rubric and accessibility alternatives during production.
