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WiseUpZone

Financial Planning Mastery Program

Master the art of budget calendar planning and personal financial management through our comprehensive 8-month certification program starting September 2025

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Your Learning Journey

1

Foundation Phase (Months 1-2)

We start with the fundamentals. You'll learn why traditional budgeting fails most people and discover the calendar-based approach that actually works.

  • Personal finance psychology and behavioral patterns
  • Calendar-based budgeting methodology
  • Income and expense tracking systems
  • Building your first 3-month financial calendar
2

Advanced Planning (Months 3-4)

Here's where it gets interesting. We dive deep into seasonal planning, irregular income management, and the psychology behind spending decisions.

  • Seasonal expense forecasting and planning
  • Emergency fund strategies using calendar mapping
  • Debt elimination through time-based scheduling
  • Investment planning with calendar coordination
3

Professional Application (Months 5-6)

You'll work on real client scenarios and learn how to apply these methods professionally. This is where theory meets practice.

  • Client consultation and assessment techniques
  • Custom calendar system development
  • Family and household financial coordination
  • Business budget calendar creation
4

Certification & Launch (Months 7-8)

Final projects, peer review sessions, and preparation for your certification assessment. Plus guidance on building your consulting practice.

  • Capstone project development
  • Certification assessment preparation
  • Professional practice setup guidance
  • Ongoing support community access

Meet Your Instructors

Our teaching team brings together decades of experience in financial planning, behavioral psychology, and educational design. Each instructor contributes unique expertise to your learning experience.

Marcus Chen, Lead Financial Planning Instructor

Marcus Chen

Lead Financial Planning Instructor

Marcus developed the calendar-based budgeting methodology after 15 years of helping clients who struggled with traditional approaches. His background in behavioral economics informs every lesson.

Budget Psychology Calendar Systems Client Coaching
David Rodriguez, Investment Strategy Specialist

David Rodriguez

Investment Strategy Specialist

David spent a decade as a financial advisor before joining our program. He specializes in showing students how calendar planning integrates with long-term investment strategies.

Investment Planning Risk Assessment Portfolio Design
Robert Kim, Business Finance Expert

Robert Kim

Business Finance Expert

Robert brings entrepreneurial experience from running three successful businesses. He teaches the advanced modules on business budget calendars and cash flow management.

Business Budgeting Cash Flow Growth Planning
Sarah Mitchell, Educational Psychology Consultant

Sarah Mitchell

Educational Psychology Consultant

Sarah designs our curriculum structure and learning assessments. Her PhD in educational psychology ensures our teaching methods actually help students retain and apply what they learn.

Learning Design Assessment Student Success
Students working together during a collaborative budget planning workshop session

Program Details & Enrollment

Program Information

  • Duration 8 months
  • Start Date September 15, 2025
  • Class Schedule Tue/Thu evenings, 7-9 PM
  • Format Hybrid (online + monthly in-person)
  • Class Size Maximum 20 students
  • Prerequisites Basic computer skills
  • Certification WiseUp Zone Certificate

Ready to Transform Your Financial Planning Skills?

Applications for September 2025 are now open. We review applications on a rolling basis and typically fill our program by July. Early application is recommended.

Start Application

Questions? Call us at +84356176231 or email contact@wiseupzone.com