Professional Financial Architect™

Free Chapters 1 & 2

No payment to enroll. Chapter 1& 2 are complimentary.

This advanced course program is designed as an entrance for lawyers, accountants and Registered Investment Advisors seeking to join the legitimate world of corporate finance. Here, one learns how to position one’s practice for incubating “quality deal flow.” Learn how to easily filter deal flow and “cherry pick” those quality companies that have the highest probability of success. Learn how to “earn” cash and equity on a tax deferred basis, and build your own private investment portfolio of pre-IPO companies.

Professional Course Curriculum

17 Chapters

  1. 4
    • Audio: Lesson 1

    • Book: Lesson 1 - Why Entrepreneurs Fail

    • Audio: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Quiz: Chapter 3

  2. 5
    • Audio: Lesson 1

    • Book: Lesson 1 - The Perfect Storm

    • Audio: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Quiz: Chapter 4

  3. 6
    • Audio: Lesson 1

    • Book: Lesson 1 - Capitalizing on the Winds of Change

    • Audio: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Quiz: Chapter 5

  4. 7
    • Audio: Lesson 1

    • Book: Lesson 1 - Venture Capital & Company Stages

    • Audio: Lesson 2

    • Book: Lesson 2 - Capital Sources

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 6

  5. 8
    • Audio: Lesson 1

    • Book: Lesson 1 - Integrate Hybrid Securities

    • Audio: Lesson 2

    • Book: Lesson 2 - Create a Finance Department

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 7

  6. 9
    • Audio: Lesson 1

    • Book: Lesson 1 - Structure & Governance

    • Audio: Lesson 2

    • Book: Lesson 2 - Fiduciary Duty

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 8

  7. 10
    • Audio: Lesson 1

    • Book: Lesson 1 - Costs of Capital

    • Audio: Lesson 2

    • Book: Lesson 2 - Discounting Securities and Selling Board Seats

    • Audio: Lesson 3

    • Book: Lesson 3 - Deal Structures for Operating Companies

    • Audio: Lesson 4

    • Book: Lesson 4 - The Two Most Popular Deal Structures for Start-Ups

    • Audio: Lesson 5

    • Book: Lesson 5 - Deal Structures for FUNDS/REITs

    • Audio: Lesson 6

    • Book: Lesson 6 - Legal Perspective

    • Quiz: Chapter 9

  8. 11
    • Audio: Lesson 1

    • Book: Lesson 1 - Company Valuation

    • Audio: Lesson 2

    • Book: Lesson 2 - Securities Pricing

    • Quiz: Chapter 10

  9. 12
    • Audio: Lesson 1

    • Book: Lesson 1 - Operational Risk Mitigation

    • Audio: Lesson 2

    • Book: Lesson 2 - Financial Risk Mitigation

    • Audio: Lesson 3

    • Book: Lesson 3 - Litigation & Regulatory Risk Mitigation

    • Audio: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Quiz: Chapter 11

  10. 13
    • Audio: Lesson 1

    • Book: Lesson 1 - Research

    • Audio: Lesson 2

    • Book: Lesson 2 - R&D of Capital

    • Quiz: Chapter 12

  11. 14
    • Audio: Lesson 1

    • Book: Lesson 1 - Making Structural Changes

    • Quiz: Chapter 13

  12. 15
    • Audio: Lesson 1

    • Book: Lesson 1 - Securities-Offering-Document Production

    • Quiz: Chapter 14

  13. 16
    • Audio: Lesson 1

    • Book: Lesson 1 - US Securities Laws

    • Audio: Lesson 2

    • Book: Lesson 2 - Exemptions from Securities Registration

    • Audio: Lesson 3

    • Book: Lesson 3 - Securities Offerings

    • Audio: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Quiz: Chapter 15

  14. 17
    • Audio: Lesson 1

    • Book: Lesson 1 - Regulated Crowdfunding (Part I)

    • Audio: Lesson 2

    • Book: Lesson 2 - Regulated Crowdfunding (Part II)

    • Audio: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Quiz: Chapter 16

  15. 18
    • Audio: Lesson 1

    • Book: Lesson 1 - Selling Private Placements

    • Audio: Lesson 2

    • Book: Lesson 2 - Getting the Message Through

    • Audio: Lesson 3

    • Book: Lesson 3 - SNAPS & Elevator Pitches

    • Audio: Lesson 4

    • Book: Lesson 4 - The Motherlode of Money

    • Audio: Lesson 5

    • Book: Lesson 5 - Legal Perspective

    • Book: About the Authors

    • Quiz: Chapter 17

  16. 19
    • Course Completion - Audio Message