Testimonials:
  • “After the first class, it was clear to us that Mr. Bancroft was extremely knowledgeable in the field of investments and financial planning. We were equally impressed with the way he communicated the information in a positive, friendly, and entertaining way that was both informative and helpful to our improved understanding of these important issues.”

 

  • “The study materials he provided were excellent and we still refer to them.”

 

  • “We would not hesitate to take another such course of study.”

 

  • “Following the sale of a significant amount of real estate I realized I needed to learn more about investing. I turned to a UCLA Extension course catalog and decided that the course being offered by Bob Bancroft covered all the aspects of investments in which I was interested. I was not disappointed. The lectures were well prepared and each class had the appropriate slides, graphs and other materials pertinent to the subject being discussed. I know I gained a lot of useful knowledge by attending Bob Bancroft’s class, and even today I often refer to the materials which I received during the class.”

 

  • “Attending the wealth management classes was probably the most important thing I could have done for my financial future. I found the material clearly set forth, understandable and very, very useful.”

 

  • “Confidence and success are improved by having a structured, manageable plan. “

 

  • “My wife and I took the ‘Wealth That Lasts’ course to learn how to navigate the investment waters. We took the course about seven years ago and we continue to use the information today. There are so many options and so much information that unless you are a professional or very sophisticated investor you need to have the tools to make the right decisions. Mr. Bancroft’s course taught us what to look for, how to approach managing our investments and more importantly how to avoid pitfalls. He made the class easy to follow by creating interesting presentations; Mr. Bancroft made difficult concepts understandable and we were able to apply this knowledge to our own situation. He is an excellent communicator and an expert in his field. We highly recommend Mr. Bancroft and the Wealth That Lasts course.”

 

  • “Learned a good amount of new material, even though I have been investing for more than 20 years.”

 

  • “Very high level of satisfaction. Instructor was well organized and much more value for the money than I was expecting.”

 

  • “Excellent instructor! I was concerned that this could be a vehicle for new business, but it wasn’t.”

 

  • “It was a pleasant and instructive experience.”

 

  • “Jason Bleimeyer was excellent, smart, personable, great control of the room.”

 

  • “Class is really well paced and very stimulating. Thanks, again.”

 

  • “Love the instructor. These classes have been fantastic.”