The Passive Income Playbook: From Foundations to Financial Freedom

Overview

Passive income doesn’t require substantial capital—it can begin with expertise. In The Passive Income Playbook, Paul Mladjenovic, CFP® Board Emeritus, outlines a practical framework for turning intellectual capital into recurring revenue. The course also connects income creation to core financial planning topics, including bonds, dividends, tax reporting, and self-employed retirement strategies. Designed for accounting and finance professionals, this session expands your approach to income diversification, tax efficiency, and long-term financial resilience.

Highlights

Prerequisites

Work experience in a corporate staff environment, or an introductory course in finance.

Objectives

• Identify the components of the AB Strategy (Offering and Platform) and recognize how knowledge and intellectual capital can be structured into income-producing assets 
• Distinguish major digital platforms and describe how they facilitate scalable recurring revenue
• Identify traditional income vehicles and distinguish basic risk, yield, and tax characteristics
• Recognize key tax considerations for business and royalty income

Preparation

None