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Financial Literacy for Young Adults

"What every young adult needs to know about Money"

Starting off right in life requires a lot of patience, guidance, and knowledge about what you should be learning and from whom, especially when it comes to money. As you progress through K-12 school, college for another 4+ years, and then enter the workforce for the next 43 years with much enthusiasm but little financial experience, you will find that you have now entered the proverbial rat race where you will be running on a financial treadmill for the next 4 decades, only to end up with a gold watch and a pittance of pension, if you get one at all.

That is, of course, if you follow the paths of those who did this same insane 40/40 plan but who expected it would all be different (40 hrs/week working for someone else for 40 yrs). This next 12-year stretch of life from 18-30 will be characterized by many life changing events such as going to college, purchasing your first used car, moving out of your parent's home, renting your first apartment, buying your first starter home or condo, incurring debt for mortgages and appliances, getting married, and much more. With all this to worry about, is it any wonder few ever have enough money to save for retirement, let alone wonder what to do with it or where to invest it if they did.

If you haven't already taken the first two course in this series, Financial Literacy for Kids, and Financial Literacy for Teenagers, now is the time to start on those basics. Feel free to take the financial literacy test for young adults, included in the first lecture, to see if you should go back for remedial training before moving on to this course.


What you will Learn

In this course, we will teach young adults from 18-30, intermediate and advanced concepts about money such as inflation, investing, dollar cost averaging revisited, intermediate budgeting, taxes and tax return preparation, debt and credit management, insurance, stock markets, mutual funds, precious metals, currencies, introduction to starting a business, and financial planning for retirement.


With a 95% financial failure rate by age 65, most people clearly do not learn the secrets of money at an early enough age. With degrees in economics and finance, and loads of financial experience since 1992, I will be guiding young adults to financial literacy. It's never too late to learn. Just make sure you log into your account annually and put the lessons learned into practice!




Your Instructor


James Steele IV
James Steele IV

As a graduate of the University of Calgary, I possess degrees in both Economics (micro & macro) and Commerce (specializing in Finance and Management Science.)

I began a financial planning career in 1992 and served hundreds of clients over the next 5 years. I moved on to the private equity markets where, as VP Finance, I successfully helped raise venture capital for a very unique sports-related training device. Since 1998, I have run several businesses in marketing, branding, fitness, and multimedia.

Since 2002, Trilogy Promotions Inc. has been dedicated to providing these services all under one roof through three distinct business brands: Asset Pro, The Wealth Coaches, and ThoughtWurx.

In 2011, I returned to the private equity markets and now coach clients on the fundamentals of money, wealth creation, demographics, wealth cycles, currencies, commodities, small business development, estate planning, asset protection, and income diversification.

As a Wealth, Health, and Business Development coach, I endeavor to educate my clients in the two fundamental areas of Wealth and Health, with a focus on business development in many areas.

Once educated on the fundamentals of the due diligence process, I help clients create and manage wealth, and protect it from the ravages of inflation, taxes, and the volatile nature of the financial markets.

I am a strong advocate of optimal health and I am proud to use my extensive fitness industry experience to promote the national “90 Day Challenge” platform to foster better dietary and exercise habits for my clients, their families, and their fellow employees.

For businesses, I also seek out new projects; perform detailed needs analysis regarding my client's media marketing strategy; and design multimedia video & TV-ready presentations to help my clients put their best faces forward.

I utilize a variety of publications & social media platforms to showcase unique businesses. In developing a cohesive marketing and branding strategy, I help clients enhance their brand recognition, and boost sales possibilities through enhanced product & service education.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

This course is not open for enrollment.