Cave Financial has teamed with Jim Daniel, who has over a decade of experience as an SMI investor, to offer classes or sessions to the Christian community that teach ways how to manage and invest money that are based on biblical principles.





Key Class Topics:

• What is the purpose of money?
• What is investing?
• Financial fitness requirements before starting long-term investing
• Risk-taking temperament
• Portfolio mix or allocation based on risk temperament and your current stage in life
• Systematic strategies suited for long-term investing
• “Sound Mind Investing” (SMI) approach
• Retirement Planning
  

Class Objective:

• Teach an individual how to become a “Sound Mind” investor as outlined in Austin Pryor’s book “ Sound Mind Investing Handbook” and be better informed when choosing a long-term cash / equity based investment plan.