✅ Why most people are taught products, and not how money actually works once it’s there.
✅ How institutions think about access, structure, and continuity.
✅ Why interruption is often more costly than risk.
✅ How small structural differences compound over time.

Todd Schuchart, CFEI®
I’m an accredited financial educator.
My work focuses on helping people understand how money actually functions inside different systems.
No pressure. No prediction. No sales tactics.
This training was created to bridge the gap between complex financial concepts and real-world understanding, so you can make decisions from clarity instead of confusion.
You’ll move through a short, structured training designed to be completed in one focused window of time.
Each lesson builds on the one before it.
There’s nothing to buy.
No obligation at any point.
At the end, you’ll have the option to explore whether this framework applies to your situation, but only if you want to.
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All content is designed for educational purposes only in accordance with CFEI® standards. Specific product illustrations and advice are reserved for licensed agent consultations following the educational phase.
All content is provided for educational purposes only in accordance with CFEI® standards. Product illustrations and recommendations, if any, are reserved for licensed agent consultations following the educational phase.
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