Financial Architect System™ Courses

Professional Financial Architect™

One-time purchase or 4-Month Pay Plan. This advanced course program is engineered for attorneys, accountants, or registered securities professionals.

Professional Financial Architect™

Full Course Program

$4995 One Time Purchase (or 4-Month Pay Plan, see below)
(includes lifetime course access)

This advanced course program is meticulously designed for lawyers, accountants, and Registered Investment Advisors aspiring to excel in the field of corporate finance. Participants will acquire the skills to strategically position their practice for attracting and nurturing high-quality deal flow. The course provides comprehensive instruction on filtering and selecting companies with the highest probability of success, ensuring a focus on quality opportunities. Additionally, learners will explore methods to earn cash and equity on a tax-deferred basis, ultimately building a robust private investment portfolio of pre-IPO companies. This program offers a valuable pathway to professional growth and financial success within the corporate finance domain.

Professional Course Curriculum

17 Chapters

1
- Welcome to the Professional Financial Architect System™ Course
- Audio: Financial Architect System™ (FAS) Intro Message
- Video: FAS Course Intro – Founder & CEO
- Video: FAS Lecture Series AI Introduction
- Book: Table of Contents
2
- Factoid
- Video: Chapter 1 Introduction
- Audiobook: Case Studies
- Book: Case Studies & Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Definitions, The Language of Wall Street
- Audiobook: Lesson 2
- Book: Lesson 2 - Raising Capital, Legally (Summary)
- Audiobook: Lesson 3
- Book: Lesson 3 - Raising Capital, Effectively (Summary)
- Audiobook: Lesson 4
- Book: Lesson 4 - Legal Perspective
- Factoid
- Quiz: Chapter 1
3
- Video: Chapter 2 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - The Players
- Audiobook: Lesson 2
- Book: Lesson 2 - Legal Perspective
- Factoid
- Quiz: Chapter 2
4
- Video: Chapter 3 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Why Entrepreneurs Fail
- Audiobook: Lesson 2
- Book: Lesson 2 - Legal Perspective
- Factoid
- Quiz: Chapter 3
5
- Video: Chapter 4 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - The Perfect Storm
- Audiobook: Lesson 2
- Book: Lesson 2 - Legal Perspective
- Factoid
- Quiz: Chapter 4
6
- Video: Chapter 5 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Capitalizing on the Winds of Change
- Audiobook: Lesson 2
- Book: Lesson 2 - Legal Perspective
- Factoid
- Quiz: Chapter 5
7
- Video: Chapter 6 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Venture Capital & Company Stages
- Audiobook: Lesson 2
- Book: Lesson 2 - Capital Sources
- Audiobook: Lesson 3
- Book: Lesson 3 - Legal Perspective
- Factoid
- Quiz: Chapter 6
8
- Video: Chapter 7 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Integrate Hybrid Securities
- Audiobook: Lesson 2
- Book: Lesson 2 - Create a Finance Department
- Audiobook: Lesson 3
- Book: Lesson 3 - Legal Perspective
- Factoid
- Quiz: Chapter 7
9
- Video: Chapter 8 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Structure & Governance
- Audiobook: Lesson 2
- Book: Lesson 2 - Fiduciary Duty
- Audiobook: Lesson 3
- Book: Lesson 3 - Legal Perspective
- Factoid
- Quiz: Chapter 8
10
- Video: Chapter 9 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Costs of Capital
- Audiobook: Lesson 2
- Book: Lesson 2 - Discounting Securities and Selling Board Seats
- Audiobook: Lesson 3
- Book: Lesson 3 - Deal Structures for Operating Companies
- Audiobook: Lesson 4
- Book: Lesson 4 - The Two Most Popular Deal Structures for Start-Ups
- Audiobook: Lesson 5
- Book: Lesson 5 - Deal Structures for FUNDS/REITs
- Audiobook: Lesson 6
- Book: Lesson 6 - Legal Perspective
- Factoid
- Quiz: Chapter 9
11
- Video: Chapter 10 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Company Valuation
- Audiobook: Lesson 2
- Book: Lesson 2 - Securities Pricing
- Factoid
- Quiz: Chapter 10
12
- Video: Chapter 11 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Operational Risk Mitigation
- Audiobook: Lesson 2
- Book: Lesson 2 - Financial Risk Mitigation
- Audiobook: Lesson 3
- Book: Lesson 3 - Litigation & Regulatory Risk Mitigation
- Audiobook: Lesson 4
- Book: Lesson 4 - Legal Perspective
- Factoid
- Quiz: Chapter 11
13
- Video: Chapter 12 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Research
- Audiobook: Lesson 2
- Book: Lesson 2 - R&D of Capital
- Factoid
- Quiz: Chapter 12
14
- Video: Chapter 13 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Making Structural Changes
- Factoid
- Quiz: Chapter 13
15
- Video: Chapter 14 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Securities-Offering-Document Production
- Factoid
- Quiz: Chapter 14
16
- Video: Chapter 15 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - US Securities Laws
- Audiobook: Lesson 2
- Book: Lesson 2 - Exemptions from Securities Registration
- Audiobook: Lesson 3
- Book: Lesson 3 - Securities Offerings
- Audiobook: Lesson 4
- Book: Lesson 4 - Legal Perspective
- Factoid
- Quiz: Chapter 15
17
- Audiobook: Lesson 1
- Book: Lesson 1 - Regulated Crowdfunding (Part I)
- Audiobook: Lesson 2
- Book: Lesson 2 - Regulated Crowdfunding (Part II)
- Audiobook: Lesson 3
- Book: Lesson 3 - Legal Perspective
- Factoid
- Quiz: Chapter 16
- Video: Chapter 16 Introduction
18
- Video: Chapter 17 Introduction
- Audiobook: Lesson 1
- Book: Lesson 1 - Selling Private Placements
- Audiobook: Lesson 2
- Book: Lesson 2 - Getting the Message Through
- Audiobook: Lesson 3
- Book: Lesson 3 - SNAPS & Elevator Pitches
- Audiobook: Lesson 4
- Book: Lesson 4 - The Motherlode of Money
- Audiobook: Lesson 5
- Book: Lesson 5 - Legal Perspective
- Book: About the Authors
- Factoid
- Quiz: Chapter 17
19
- Audio: Course Completion Message

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