WealthCare Training
Welcome to Munchbach Family Office. We provide WealthCare Training and Coaching for Investors, Families, and Financial Advisors.
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For Investors, Families, and Financial Advisors
30 Days to Make Your Money Count is our FREE online course for DIY Investors and Small Business Owners, with full access to our Planning Portal, Financial Coaching, and much more. Create a compelling Financial Plan in 30 days with Jim Munchbach, CFP®
Free
Money Study Group is an online self-study self-paced course designed to teach students how to become a millionaire by age 50. The course was developed at the Bauer College of Business at University of Houston and is in its 13th year of production.
$79.95
Family Office Training is an online self-study self-paced course designed to help investors and Advisors create a blueprint for coordinating the financial planning and investment management within a Family Office environment.
$1,250
CPA GamePlan is a professional skills training course for CPA and CFP® Professionals who work as Family CEO's and coordinate financial planning efforts with allied professionals. The course features The Blueprint for Financial Success™
$500