Course curriculum

    1. First steps now that you're enrolled

    1. Objectives and Discussion Prompts

    2. What's Your Money Style?

    3. Powerpoint slides - for Sept 5 (week 1)

    4. Zoom recording of LIVE session, Sept 5

    1. Objectives and Discussion Prompts

    2. Personal Values Inventory

    3. Powerpoint slides - for Sept 12 (week 2)

    4. Zoom recording of LIVE session, Sept 12

    1. Objectives and Discussion Prompts

    2. Time and Money Worksheet

    3. Zoom link for LIVE classes, held weekly

    4. Powerpoint slides - for Sept 19 (week 3)

    5. Zoom recording of LIVE session, Sept 19

    1. Objectives and Discussion Prompts

    2. Financial Decision Making

    3. Zoom link for LIVE classes, held weekly

    4. Powerpoint slides - for Sept 26 (week 4)

    5. Zoom recording of LIVE session, Sept 26

About this course

  • $99.00
  • Cohort course
  • Sept 5 - Oct 10
  • Thur, 4:30-5:30 pm ET | 1:30-2:30 pm PT

Gain confidence to talk about money matters

Instructor

Shayna Harvey

Instructor

Shayna Lear Harvey, a native of Philadelphia, brings more than 25 years of experience to the financial services industry where she has led clients to accomplish their goals as a financial advisor, advisory coach, district manager, franchisee, wealth manager and an independent registered investments advisor. In Shayna’s role as a partner and president of wealth management at JECohen, a leading New Orleans-based registered national wealth and investment management firm, she is responsible for working alongside a team of dedicated financial advisors positioned to work with clients to achieve their financial goals. Shayna obtained her Certified Financial Planner™ designation in 2003, her Chartered Financial Consultant designation in 2003, and her Series 66 license in 2000. Prior to joining JECohen, Shayna served as the managing director of The Insight Advisory Group, a Philadelphia-based firm she founded in 2015, where she was responsible for investment management, financial planning, client services and the vision for the company. Shayna’s passion for helping individuals in pursuit of their financial goals isn’t just limited to her office hours – she shares her knowledge through her podcast Seeking First, as well as articles written for various publications and her book Money On Purpose: Finding a Faith-Filled Balance (2012).

Social proof: testimonials

“This course has not only blessed me in my ministry, but also gave me much insight in my personal life. This course has helped me in my marriage with understanding better who my husband is financially along with myself and how we can blend together. I am forever grateful for this experience and will continue to use the tools that were given throughout this course for years to come. ”

Alyson Hemmitt, Associate Pastor, First Baptist Institutional Church