Online Exams

Each module of the course (except the design-your-own-plan module) comes with an online exam of between 10-15 questions.

When people think of taking exams, most think back to grade school, high school, or college. Usually exams make people nervous or anxious and some even nauseous. You should NOT have any such feelings when taking the exams for this online financial literacy course.

There should be no fear of failure or anxiety when taking the exams from this course. In fact, failure can be a good thing.

How can failure be a good thingThe goal of this course isn’t to obtain a pass/fail grade. I don’t care if you have to take the exam three times before you get the questions right.

Many times you can learn more when you miss an exam question than when you get one right.

Challenging conventional thinking—the course material will challenge the way you think about retirement planning. Much of the course material will be contradictory to what you’ve been told by your current and/or past advisors.

The course material will force you to think critically about decisions you’ve made in the past and ones that will be made after taking the course.

Reinforcing the course material—the exams reinforce what you are learning in the course. Don’t be afraid to miss questions. Embrace missed questions by going back to the study material and figuring out why the questions were missed.

The goal is to learn!

The goal is to empower consumers with knowledge so “informed decisions” can be made about growing and protecting wealth.

What if you still don’t understand?

If you ever have a difficult time understanding a section of the course material, you have one or two options:

1) If this course was provided to you by a financial planner, insurance agent, CPA, or attorney, you should feel free to contact him/her with questions.

If that fails or if you bought this course directly from my website, 2) you can feel free to contact me directly.

My direct phone number is 269-219-9978 and my email is

Pleas do not hesitate to reach out!

Roccy DeFrancesco, JD, CAPP, CMP
Founder, The Wealth Preservation Institute
Co-Founder, The Asset Protection Society