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Welcome to WizeFi University!


You’ve officially begun the WizeFi Platform Training Course and we couldn’t be happier to have you. Just remember, building sustainable wealth isn’t difficult, you just need to make the most of your money as part of a wealth-building system. That’s how the wealthy do it and that’s how WizeFi does it. We are here to help you every step of the way, no matter what stage you’re at with your finances.


Okay, you’re ready to begin! In each of the 10 steps, it’s important to watch the video first as it will teach you how to use WizeFi, give you some basics of finance, and instruct you what to do next. Then, you can refer to the information below the video for a summary, resources, and more.

Key Takeaways

WizeFi is structure around getting you to sustainable wealth as fast as possible. WizeFi will help you reach sustainable wealth by teaching you:

  • How to get organized with your money.
  • How to use a budget as part of a strategic wealth-building system.
  • How to maximize your cash flow to maximize your net worth.
  • How to get out of debt quickly.
  • Strategies for growing your productive assets and to stop wasting money on non-productive assets.
  • How to answer questions like, “should we buy this house or car, and if we do, how does it affect our ability to have financial freedom.”


Note: we recommend setting up your WizeFi plan on a desktop computer. You can access this course through WizeFi University or when you are setting up your plan, you can click "watch video" to see this page pop up on your screen.


Follow the instructions below to begin setting up your plan:

  1. Choose “Plan” from the menu.
  2. Click the “Get Started” button, if you haven’t already.
  3. Enter your profile information and monthly income in the grey fields along the right.
  4. Click “Next: Assets” button when you’re ready to continue.