Financial & Tax Training Academy
Acquire practical wealth-building skills through our step-by-step training paths. Select a course below to view lessons, track your achievements, and consult with the Course Director.
New Immigrant's Financial Roadmap
A comprehensive roadmap for adult immigrants adjusting to the US financial system. Cover bank accounts, taxes, retirement, health insurance, and starting a business.
Kid's US Finance & Tax Guide
Learn the fundamentals of money, compound interest, savings accounts, investing, and taxes in a fun and engaging way!
US Company Registration & Tax Planning Guide
A professional manual for startup founders and business owners navigating entity selection, company formation, and tax strategy in the United States. Co-authored by Warren Legal Associates and Warren CPA Group.
Personal Financial Planning
A professional training course on wealth management, risk mitigation, entity structuring, tax planning, and retirement strategy. Directed by Florea Hugo.
Insurance & Risk Management
Comprehensive CFP training program covering risk analysis, home and auto policies, personal liability, and corporate insurance options.
Retirement Planning
A comprehensive, professional training course on retirement needs analysis, qualified plans, IRAs, Social Security, deferred compensation, and succession strategies. Directed by Florea Hugo.
Income Tax Planning
A professional training program covering the U.S. federal income tax system, itemized deductions, capital gains, passive activity rules, AMT, and business entity selection.