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Holistic Financial Planning Online Course

March 12, 2019


This course provides key financial principles that help you learn how to work on your business, not just in your business. This simple approach to financial planning will help you understand the big picture view as well as make critical production decisions based on a clear sense of cost of production for different enterprises. You will develop a financial plan and identify ways to implement and monitor that plan. You’ll learn the key economic analysis tools for improved financial decisions for both annual budgets and for long-term investment.

Dates: every Tuesday, March 12 – April 16, 2019
Time: 1pm-2pm MST (also recorded for later viewing)
Scholarship Deadline: March 5, 2019
Registration Deadline: March 12, 2019
Instructor: Holistic Management Certified Educator, Phil Metzger



  • Understanding the difference between financial planning, managing, and accounting and who is responsible for these activities on your management team
  • Benefits of a holistic, value-based approach to finances
  • Using your whole farm or ranch goal to improve your financial decision-making
  • Prioritizing expenses to increase your farm/ranch investment strategies
  • Planning for profit
  • Improving profitability with enterprise analysis
  •  Analyzing net worth and tracking progress
  • Writing plans to maximize profitability
  • Increasing creativity in planning and marketing for more profit.
  • Develop a financial plan which will consist of a yearly budget
  • Determine current net worth and projected net worth at year end to analyze effectiveness of financial investments
  • Develop enterprise analysis for each enterprise (up to 3 enterprises) to move from a production focus to a profit focus
  • Be able to analyze expenses and investment allocation strategies so you can better determine  return on investment (up to 3 investments)
  • Be able to analyze livestock production strategies and ramifications on financial planning (for those working with livestock).

Ongoing Learning and Support

All course curriculum is downloadable so you can save it for future use. And when you take a Holistic Management course, your learning and support doesn’t end when the class is over. At the end of your training, you will be notified by email of an opportunity to continue to learn and get support and feedback on plans for two months after your training. In addition to all the resources available to you during the class, you will have access to:

  • 2 additional months of support and learning
  • Monthly live webinars to assist you and other trainees (recorded for you to watch if you can’t make the webinar)
  • The opportunity to get additional feedback on your plans
  • More opportunity to engage with and learn from the international network of Holistic Management practitioners.

Fee, Financial Assistance and Payment Plan

Classes require a minimum of 10 and are restricted to a maximum of 35 participants.

Payment Plan

Can’t afford to pay in full? No problem! HMI offers convenient payment plans to help you get the training you want to create a more profitable and sustainable business.

The Payment Plan is optional. You can pay the total amount of $350 when registering or 2 installments totaling $375. The payment plan schedule is as follows:

  • $200 due upon registration
  • $175 due April 1, 2019

Money Back Guarantee

HMI stands behind our training programs. If you participate fully in this training program by attending all sessions and completing all assignments satisfactorily, and if you are not completely satisfied within 10 days of program completion, we will refund your registration fees.

Your information is secure and will never be sold or shared.


This course is seven weeks long and you should plan on about 2 – 4 hours each week participating in the webinars and completing the assignments. While the webinars are scheduled at a particular time, you will be able to complete the assignments at any time during the week. Don’t worry if you miss a webinar, we’ll be recording them and you can view it before the next scheduled webinar. Assignments may include watching videos, reading and written exercises.

With real-time audio, video and whiteboard capabilities our learning environment allows you to stay connected for a more engaging learning experience. You are encouraged to contribute to class discussions (either on the webinar or online forum). You can build relationships with other students from across the country and maybe even the world.

You’ll also receive a FREE one-year introductory electronic subscription to IN PRACTICE and a certificate upon completion of the course.

Technology /Language Requirements

  • Computer (PC or Mac are fine)
  • Reliable high-speed internet access
  • Internet browser (Explorer, Chrome, Firefox, or Safari)
  • Microsoft Word and Excel
  • Telephone (cell or land line) OR Microphone
  • E-mail address
  • All classes are taught in English



Holistic Management International


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