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Module 0 — Access and Orientation

0.1 Password 

0.2 Welcome to B3 Analysis

0.3 License Agreement

0.4 How to Move Through This Course

0.5 About the Examples in This Course

0.6 Your Data and Theirs, How the Self-Disclosure Handles Sensitive Documents

Module 1 — From Presentation to Data

1.1 The Self-Disclosure

1.2 Save and Continue Later

1.3 Consultation Type, YWC, B3, or Both

1.4 Why Your Default Is Always "Both"

1.5 Question

1.6 Module 1 Wrap

Module 2 — The AI Extraction Engine

2.0 Turning Documents into Data

2.1 Drag, Drop, Extract

2.2 What the AI Pulls, and What It Misses

2.3 Verify Every Field

2.4 The Tool Is the Tool, You Are the Check

2.5 Handling Payslips, Passports and Visas Responsibly

2.6 Question

2.7 Module 2 Wrap

Module 3 — Goals and the Two Power Moves

3.0 Where the Conversation Becomes Strategy

3.1 Short, Mid, and Long-Term Goals

3.2 Anchoring Real Estate as the Mid-Term Move

3.3 The Retirement-Age Provocation

3.4 Why the Number Sets the Strategy

3.5 The Risk-Level Framing (Balanced, Growth, Dynamic)

3.6 Why "Dynamic" Is the Anchor and "Growth" Is the Landing

3.7 Question

3.8 Question

3.9 Module 3 Wrap

Module 4 — Income and Living Situation

4.0 The Financial Picture Starts Here

4.1 Employment and Income

4.2 The One Mandatory Field, Gross Salary

4.3 Housing, Expenses and Lifestyle

4.4 Comprehensive, but Never Mandatory

4.5 Question

4.6 Module 4 Wrap

Module 5 — Provision, Assets and Health

5.0 The Provision Layer

5.1 The Pension Landscape

5.2 State, Riester-Basis, Private

5.3 Insurance Policies and the Legal-Insurance Question

5.4 The 360° Package and the Self-Deduction Logic

5.5 Assets, Existing Real Estate and Health Information

5.6 Question

5.7 Module 5 Wrap

Module 6 — Intent and Mandate

6.0 Reading Intent, Earning the Mandate

6.1 The Real-Estate Importance Scale

6.2 Reading the Priority Signal

6.3 The Broker Mandate and Power of Attorney

6.4 What the Mandate Authorizes, and Its Limits

6.5 Additional Documents

6.6 Question

6.7 Module 6 Wrap

Module 7 — Output, Signature and Handoff

7.0 Closing the Self-Disclosure

7.1 The Three Output Options

7.2 Download, Save, or Submit, and Why Submit Wins

7.3 Getting It Signed

7.4 Signing in Practice

7.5 The Clean Handoff

7.6 Question

7.7 Your Certification Task, Run the Self-Disclosure on Yourself

7.8 You Are Ready, Take the Certification Exam

Welcome to the B3 Analysis Certification: Mastering the Actionable Self-Disclosure Process. In today's fast-paced financial landscape, gathering accurate client data while building trust is paramount.

Welcome to the B3 Analysis Certification: Mastering the Actionable Self-Disclosure Process. In today's fast-paced financial landscape, gathering accurate client data while building trust is paramount. This comprehensive certification course is designed specifically for financial professionals, brokers, and wealth managers who want to streamline their client onboarding and data extraction processes. Throughout this course, you will master the B3 Analysis framework, focusing on the Actionable Self-Disclosure process. You will learn how to securely handle sensitive documents, utilize drag-and-drop data extraction, and verify every critical field with absolute precision. Beyond the technical skills, this course dives deep into strategic power moves—such as the Retirement-Age Provocation and Risk-Level Framing—that position you as an authoritative advisor and drive immediate client action. We will also navigate the complexities of the pension landscape, broker mandates, and power of attorney, ensuring you understand exactly what your mandate authorizes and its limits. Finally, you will learn the psychology behind why 'Submit' wins over 'Save,' how to execute a clean handoff, and get documents signed seamlessly. By the end of this certification, you will complete a practical task by running the self-disclosure on yourself, proving your mastery. Whether you are a seasoned broker or a growing financial planner, mastering these techniques will significantly reduce administrative friction and increase your conversion rates. Join us to unlock the full potential of the B3 Analysis system and take your advisory business to the next level.

Copy of B3 Analysis Certification Mastering the Actionable Self-Disclosure Process

<p style="text-align: center; color: #999999; font-style: italic; font-size: 11px; margin-top: 16px; margin-bottom: 40px;">© 2026 Miguel Miranda · Miranda Institute, a brand of MBI Business Innovation Consulting GmbH · Confidential</p>

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            <p>The B3 Analysis Certification provides a comprehensive framework for mastering the actionable self-disclosure process, a critical component in modern financial and pension analysis. This course begins with a foundational orientation on navigating the platform and understanding the rigorous protocols for handling sensitive data. Participants will delve into the technical mechanics of data extraction, moving from basic data entry to advanced "drag, drop, and extract" functionalities. By emphasizing the necessity of verifying every field, the curriculum ensures that the data driving the analysis is both accurate and reliable, forming a solid base for subsequent strategic decisions.</p>

<p>Beyond technical data entry, this certification explores the strategic nuances that transform raw information into actionable insights. Through modules focused on "Power Moves," learners will master the retirement-age provocation and sophisticated risk-level framing techniques, including balanced, growth, and dynamic models. The course also navigates the complex landscape of pension provisions and the legalities of broker mandates and powers of attorney. To achieve certification, participants must demonstrate their proficiency by navigating the finalization process—prioritizing submission for a clean handoff—and successfully completing a self-disclosure analysis on their own data, ensuring they can execute the process with precision and professional integrity.</p>
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