Home Study Systems To Help You
Bundles Based On SEC Compliance Requirements 

Stay Exempt

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The 3-Touch Rule Home Study System

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Premium Home Study System
Or
Basic Home Study System

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Wealth Management Home Study System

 

File
(SCOR/MAIE/504 Reg D)

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Premium Home Study System

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Wealth Management Home Study System

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And Possibly 5 Ways To Pool Home Study System (w/California Loophole)

 

PPM Rule b & Rule c

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The 3-Touch Rule Home Study System

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Premium Home Study System

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PPM Home Study System

Note:  5 Ways to Pool has the California Loophole which would work with staying exempt and being registered also.

 

Products Defined

The 3-Touch Rule Home Study System

This is a home study system to FUNNEL lenders into your life by converting strangers to associates by following the SEC guidelines. This can be a very important home study system for folks that want to bring more private lenders into their life while staying in compliance with the SEC.

 

Premium Home Study System & Basic Home Study System 

These home study systems are to attract and convert folks to private lenders. The Basic Home Study System is for working with folks you know and the Premium Home Study System is for that, plus once you register with the SEC you can advertise to strangers. There are SEC audios included with each of these home study systems, which helps you understand the legal ramifications. The Basic has one audio and the Premium has eight.

 

Wealth Management Home Study System

This home study system is what you must know to manage lenders. It is a very important home study system because you NEVER want to have a dispute with a lender.

 

Private Placement Memorandum Home Study System


This is a powerful step-by-step home study system that walks you through the key elements of a private placement memorandum. This is a cost saving home study system that allows the student to get the basics done to save attorney fees and then hire the SEC attorney to finish the document. A PPM is expensive to create and anywhere you can save money is a plus.


California Loophole Home Study System


This home study system allows you to advertise in California and amass $5,000,000 in private money. You fill out a two-page form, pay $700 and send in a couple documents and you can use the money in any state.