Don't worry! We are here to help. We have tried to anticipate some of the most frequently asked questions in order to get you on your way. If you don't see your question here, simply send us an email at the bottom of this page and we will get back to you within 24 hours.
Once you have the activation code(s) from the "Order Shipped" email and also written on the inside cover of the Student Workbook, you will enter the code(s) here: ACTIVATE
There could be several reasons for this:
The portals for this course are hosted by Kajabi. This online learning platform uses the email address as the differentiator for each account. Therefore, each portal must have a unique email address associated with it.
* It is possible to share the portal access if you do not want to provide a different email address.
This is a great idea. The portals are designed to be self-explanatory but with anything new, it takes some getting used to. You can watch this quick 7-minute video to give you a great overview.
If you forgot where the class is hosted, don't worry it happens all the time. The class portal can be found on our website or by following this link: https://classes.beyondpersonalfinance.com/login
Upon activation, you set up an account in the portal using an email address and a password. For your privacy, we are not able to see the password you have chosen. Therefore, you will need to reset your password using the email you entered at activation. Click HERE to reset the password. IMPORTANT!!! In order to receive the password reset instructions, you must enter the correct email address and check your SPAM folder.
Yes! In all portals, there is a Settings option in the upper right side of the screen (to the left of your Profile picture). In the Settings menu, you are able to update your name, email, password and more.
Yes! Each lesson has the work provided in PDF form. Refer to the Downloads section on the left-hand side of each lesson page in both the Student and Teacher portals.
The Google Form is designed to send a copy of the student's answers to the email they enter on the top line of the form. The student should then forward a copy to the teacher if requested. Otherwise, the student should hang on to the form for reference later in the class.
If the student did not receive their answers and they have checked their spam folder, there is a pretty good chance that the email was entered incorrectly. The student should go back to the form and try again making sure to use the correct email.
This view-only version is important because all users of the portal share the link, therefore no one can have edit permission.
In order to enter information into the Google Sheet, the student will need to create a version of the sheet on your own Google account. Here are the instructions:
1. Click on File > Make a Copy
Note: You need to be signed in to a Google Account* in order to make a copy of a Google Sheets spreadsheet.
2. From the pop-up enter a name for the spreadsheet and then click on OK.
A copy of the spreadsheet will open automatically, and you can now fully edit this copy.
More information on this can be found in the Course Information tab of both the Student and Teacher portals.
If you have purchased the live product from our website or are a member of a group using our curriculum, you should receive information about how the course will be run directly from your teacher. If you have not heard from your teacher and your class is scheduled to start in less than two weeks, send us an email HERE and we will reach out to your teacher on your behalf.
If you have purchased the self-paced product, you will act as the supervisor of the course using the guidance provided in the Teacher Portal.
The portals are designed for reference only, no work will be stored in the portal. Instead, completed work is stored as follows:
The submissions made for the Selection & Reflection Forms will be emailed to the email address provided at the top of each form. If the student does not receive the email, check have them check their SPAM folder. If they still don't have it, they will need to complete the form again paying careful attention to the email entered at the top of the form. The answers provided on this form are for reference only and should be submitted to the parent/teacher upon request.
In most cases, you will want to briefly review the budget the student has made in the lesson. If needed, your student can share the Google Sheet with you so you can review and makes notes.
Follow the steps below to share a Year in Review Google Sheet:
Open the file to be shared (this is the file saved to the student's Google Drive account).
Enter the email address of the person who will review the file.
Choose Editor access.
The expenses and wages represent the national averages at the time of printing. As you know, the economic uncertainty in our country over the past couple of years has led to an unusual spike in prices. We are constantly evolving our product and expect to adjust our numbers in the next release. In the meantime, we feel it is still reasonable to use the expense numbers in the workbook and the salary data provided by Career OneStop. If you would like to adjust the numbers your student(s) uses to accurately reflect up to the month inflation data, you are welcome to do so. There is guidance on how to do that in both the Teacher and Group Leader Portals. A word of caution, if you plan to adjust the expenses to match what you are seeing in your local area you must also adjust the salary information as well. Otherwise, you will have an imbalance of high expenses with an "average" salary. A sure recipe for frustration!
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