Disclaimer & Disclosures:

I won’t be providing you financial advice or specific investment recommendations, like buy this particular stock or fund in this course. I will provide you information to make your own informed decisions. It’s worked for me, and it can work for other nurses too. I’ll use my story and mistakes when applicable and the lessons of others, along with actionable, real-world applications. While I think a lot of people can manage many aspects of their finances without professional help, I realize not everyone should be DIY like me.  I am the nurse educator and I want to reiterate not a financial professional.  I will back up what I am educating with high quality evidence and references. All worksheets, templates, and files are provided as-is. Ultimately, you are responsible for any financial or investing decisions that you make.

Nursing Contact Hours: 

Participants can earn 15 contact hours/NCPD.

The course is self-paced. It is intended to be completed over a period of weeks, but it is on-demand so the learner can complete the course and materials at their own pace. 

Learners will have access to the course and materials through the CE expiration date to review or reference as needed. (07/03/2026) 

This nursing continuing professional development activity was approved by Oregon Nurses Association, an accredited approver by the American Nurses Credentialing Center’s Commission on Accreditation.

Requirements for Successful Completion of this Educational Activity

To obtain a CE certificate for this activity, the learner must complete the following criteria:

• Complete all course sections and watch 90% of videos
• Complete the course evaluation with name and valid email by 07/03/2026.

Participants who successfully complete the above requirements will receive a printable CE certificate at the end of the course or by email.  

Financial Relationship Disclosures

None of the planners or presenters (Dan Richmond and Ketura Richmond) of this activity have relevant financial relationships with ineligible companies to disclose.