About Training

During the purchase process, you will establish a user account that will contain information about your access to Disciplined Financial Management LLC content.

Training is most effective when completed in a contiguous time frame without large gaps of non-training time. That being the case, once you purchase an E-module, you will have access to all the lessons within a module access time as specified in the E-Module Terms of Use and Liability Waiver Agreement. The module access time is more than enough time to complete the lessons in the E-module multiple times. After the module access time has expired, you will no longer have access to the E-module lessons. The time you have remaining to access the E-module lessons will be displayed in your account information. See the E-Module Terms of Use and Liability Waiver Agreement below for more information.

You do NOT need to complete lessons before viewing other lessons. In addition, although the information will flow best if you view the lessons in the order in which they are listed, you don’t have to. If you start a lesson, you can stop it and return to the lesson at any time within the module access time.

Sometimes it’s beneficial in the training process to take a lesson multiple times.  You can take the lessons as many times as you want within the module access time.

To view a lesson with module access time remaining, log into your account and click on the course name. From the course page, click on the lesson you want to view…it’s as easy as that!

On each lesson page you will have a “Mark Lesson Complete” button. This is there to help you remember which lessons you have completed. When you click this button, it will update the information on the Module page and on your Account page. It will NOT prevent you from accessing the completed lesson again. During your module access time, you can always go back and take any lesson, even if you’ve marked it complete.

When you gift a course, you purchase an electronic gift card that provides payment for one or more courses. This enables you to provide critical Financial Management training for others.

Our goal at Disciplined Financial Management LLC is to help you get trained in financial management so that you can live your life in financial advantage. Although the training and tools we provide are very detailed, you might have some questions as you go through the lessons. Understanding that, we allow you to take the lessons as many times as you want within the module access time to help you absorb the information.

In addition, we provide an FAQ (Frequently Asked Questions) section on this website for each E-Module. The FAQs are a compilation of questions asked by all people who have taken the training associated with the specific module. Chances are that someone else has asked the same question that you have, and the answer is available here any time of the day or night.

So before submitting questions, please review the training information multiple times and check the E-module FAQ section. This saves us time having to address the same question multiple times. Thank you for your consideration!

On each lesson page there is a “Have a Question?” button near the bottom of the page. If you still have a question after taking a lesson multiple times and checking the FAQs, you can click this button to fill out a question form and submit it. All submitted questions related to the associated lesson will be answered in a timely fashion and added to the FAQ section of the website.

Please note that all questions and answers will be anonymous. In other words, none of the questions or answers will identify specific trainees. Questions deemed to be unrelated to the purchased E-module will be replied to, but not necessarily answered.

When you purchase an E-module, you are granted unlimited access to the FAQs for that module. As stated earlier, these FAQs are a compilation of questions asked by all people who have taken the training associated with the specific module. This is a very valuable source of information that is constantly being updated and available to you any time of the day or night.

The modules and products available through Disciplined Financial Management LLC are meant to provide relevant training for everyone. However, they can’t speak to every individual life circumstance. If you want help that is more specific to your life situation, please click the Need Help or Contact Us buttons and send your request directly to us. We’ll do our best to respond to your need as soon as possible.

The MS-Excel workbooks provided in the E-modules have been tested and used by Disciplined Financial Management LLC employees, so we know that they work. By protecting calculation cells on the spreadsheets, the workbook design minimizes potential data entry problems caused by the user. However, we can’t eliminate all possible problems associated with human error. Please review the E-Module Terms of Use and Liability Waiver Agreement for information regarding the use of Disciplined Financial Management LLC tools.

Please note that you do NOT have to use the tools provided with the E-modules.

On-line training videos, documents, and other associated content (thereinafter inclusively and collectively referred to as the “E- modules”) have been created and produced exclusively by Greg Coutant and Disciplined Financial Management LLC. Your purchase of an E-module from Disciplined Financial Management LLC constitutes your agreement to this Terms of Use and Liability Waiver Agreement.

The information in Disciplined Financial Management LLC’s E-modules is designed to provide training in how to manage your personal finances. Neither Disciplined Financial Management LLC nor any of its employees or associates are providing specific financial advice and any financial decisions you make are your sole responsibility. Neither Disciplined Financial Management LLC nor any of its employees or associates shall be held liable for your financial decisions.

All sales are final for on-line E-modules. No refunds will be issued for on-line E-modules once a sale is completed.

By purchasing an E-module, Disciplined Financial Management LLC grants you limited license to use the downloadable documents solely for your own personal and non-commercial use and permission to view the on-line content for the amount of time specified in this agreement. This E-module is protected under United States and foreign copyright laws. Copying, redistribution, or publication by you or your related entities of any of the content within this E-module is strictly prohibited. Your purchase of this E-module does NOT grant you any ownership rights to or in the E-module content. Your breach of any terms of this agreement will result in termination of your access to the E-module materials and your website account, along with the potential of substantial fines and/or penalties.

It is understood that spreadsheet files included with a Disciplined Financial Management LLC E-module use a “.xlsm” format. If your version of Microsoft Excel cannot read these files, Disciplined Financial Management LLC is not obligated to make the files work with your version of Microsoft Excel. At its sole discretion, Disciplined Financial Management LLC will work with you to resolve the issue for a fee.

It is also understood that spreadsheet files included with a Disciplined Financial Management LLC E-module use the data entered by you. If you enter your data incorrectly and that causes problems with any of the spreadsheets, Disciplined Financial Management LLC is not obligated to fix them. At its sole discretion, Disciplined Financial Management LLC will fix spreadsheet problems for a fee.

When you purchase your first E-module, you will establish a user account that will allow you access to all your purchased E-modules with remaining access time. Once you begin any lesson within a course, your 90 day access timer begins to count down. The time you have remaining to access the E-module will be displayed in your account information.

Please note that if you have access to E-modules via a Group Contract, your access time will be determined by the Group Contract.

After purchasing an E-module, you will have unlimited access to the FAQs for that specific E-module from your account.

Hard-copy notebooks can be returned for a product price refund if the product is received by Disciplined Financial Management LLC within 30 days of the original Ship Date. The customer will be responsible for paying the return shipping cost.

Downloadable product sales are final. No refunds will be issued for downloadable products once a sale is completed.