Investor Education Pathway Certificate

Investor Education Pathway

“An Investment in knowledge pays the best Interest” – Benjamin Franklin

$597.00

Product contents

Content length: 17h 58m

01. Introduction to the Investor Education Pathway
1 Lesson
Lesson contents:
Introduction to the Investor Education Pathway
1m
This video segment introduces you to the Investor Education Pathway.
02. An Investor's Guide to the Legal Cannabis Industry
18 Lessons
Lesson contents:
Intro to An Investor's Guide to the Legal Cannabis Industry
1m
In this video, expert Al Foreman, Managing Partner and Chief Investment Officer at Tuatara Capital, provides an introduction to his experience in the finance industry.
A Brief Overview of the Legal Cannabis Industry
2m
In this video, Al Foreman provides an overview of legal cannabis in the past 30 years. From California's Prop 215 in the mid 1990s to Colorado and Washington's adult-use programs in 2014, he traces the advancement of cannabis legalization in the U.S. and Canada.
An Investor’s Guide to the History of Cannabis: Part 1
2m
In this video, Al Foreman discusses the 2009 Ogden Memo and explains the importance of the 2013 Cole Memo and how it affects cannabis-centric companies.
An Investor’s Guide to the History of Cannabis: Part 2
2m
In this video, Al Foreman explains that The Cole Memo has progressed to a bill on Capitol Hill called The States Act. The ultimate goal is full legalization for cannabis at the federal level, including access for veterans, protection for financial institutions, and addressing the harm that has been caused by the War on Drugs.
An Investor’s Guide to the History of Cannabis: Part 3
2m
In this video, Al Foreman talks about the early state-level legislation that established compassionate care programs.
An Investor’s Guide to the History of Cannabis: Part 4
2m
In this video, Al Foreman explains the typical time frame for a state to move from commercial/medical legalization to adult-use programs.
An Analysis of the Industry Supply Chain
1m
In this video, Al Foreman describes the different supply chains similar to the cannabis supply chain, and then explains how Tuatara decided which segments of the supply chain to invest in.
Identification & Analysis of Industry Subsectors: Research & Development
1m
In this video, Al Foreman explains the advantages of investing in companies that are establishing a scientific base for pharmaceutical development.
Identification & Analysis of Industry Subsectors: Cultivation
1m
In this video, Al Foreman describes cannabis cultivation and the different requirements when growing cannabis compared to non-cannabis agriculture assets.
Identification & Analysis of Industry Subsectors: Processors
1m
In this video, Al Foreman explains the role processors perform in extracting oil from the cannabis plant and repurposing that oil into products that consumers can use.
Identification & Analysis of Industry Subsectors: Consumer Retail
2m
In this video, Al Foreman describes different ways consumers can acquire their cannabis products, including brick and mortar retail dispensaries, cannabis delivery, and direct-to-consumer provisioning.
Identification & Analysis of Industry Subsectors: Real Estate
1m
In this video, Al Foreman describes the different use-types and operators in real estate in the cannabis market.
Tips and Tools for Underwriting Cannabis Companies: Macro Risks
2m
In this video, Al Foreman describes the differences between regulatory and financial risk. He explains the main regulatory risk is the discrepancy between federal and state laws. He also explains that standard business protections are not available to cannabis-centric companies.
Tips and Tools for Underwriting Cannabis Companies: Federal
4m
In this video, Al Foreman talks about the SAFE Banking Act and how federal elections have moved federal legalization forward. He also discusses bills that are moving through the U.S. Congress.
Tips and Tools for Underwriting Cannabis Companies: International
2m
In this video, Al Foreman talks about which countries have put forth commercial medical programs and how to apply that to your future growth plans.
Tips and Tools for Underwriting Cannabis Companies: Micro Risks (State by State)
3m
In this video, Al Foreman explains the state-by-state micro risks that can affect a cannabis company such as regulatory rules, licensing structure, exiting of the illicit market, and acquiring local approvals.
Investment Summary
1m
In this video, Al Foreman summarizes the knowledge he conveyed during the Investor's Guide to the Legal Cannabis Industry Certificate Program.
An Investor's Guide to the Cannabis Industry
55m
This article provides investors with information on the cannabis-industry landscape to help them determine where to invest their money. The article gives a brief history of cannabis before explaining changes in U.S. federal policies. It also explains the cannabis supply chain and provides guidance when underwriting cannabis companies.
03. How Companies are Taxed: Internal Revenue Code s280E
4 Lessons
Lesson contents:
Accounting Principles in the Cannabis Industry
30m
This article covers accounting principles in the cannabis industry. It explains Section 280E of the Internal Revenue Code, which restricts what can be deducted on a cannabis company's federal taxes. The article also covers options to secure funding, cash flow management, and budgeting.
This Thing Called 280E
8m
This video defines Section 280E of the Internal Revenue Code, which forbids businesses from deducting otherwise ordinary business expenses from gross income associated with the “trafficking” of Schedule I or II substances, as defined by the Controlled Substances Act. Simone Cimiluca-Radzins also discusses a court case that followed 280E's creation and how that case allows cannabis businesses to deduct Cost of Goods Sold.
280E: Knowing Inventory is Required
9m
This video defines inventory for different segments of the supply chain, from cultivator to manufacturer to retailer. Simone Cimiluca-Radzins then explains how a CPA can help businesses in the cannabis supply chain determine what can be written off on taxes using inventory measures and cost of good sold.
Section 280 E
45m
Welcome to the course on Section 280E. This course will guide you through the specific tax requirements of IRS Section 280E as it relates to the tax filings of cannabis businesses. The course explains the requirements for cannabis businesses to file federal tax returns and pay federal taxes. Specifically, the course addresses the consequences for business taxes of cannabis not being recognized as a legal business at a federal level.
04. Banking Your Business - What Every Cannabis Operator Needs to Know
8 Lessons
Lesson contents:
Course Introduction
2m
In this video segment we introduce you to Angela Lucas, the course author and Senior Vice President of Compliance Strategies at Integrated Compliance Solutions (ICS). The objectives covered in this course are to Understand how Federally regulated institutions are able to bank cannabis operators, learn how to position your account application package to insure you land a stable and sustainable banking solution, and gain insight into the criticality of compliance between banks and cannabis operators to ensure an ongoing, collaborative relationship.
Banking Your Business - What Every Cannabis Operator Needs to Know
6m
In this video segment, you will identify why asking the right questions about your banking is so critical and discover how to position your business to the get the right kind of banking relationship.
Understanding How Financial Institutions can Bank Cannabis
25m
In this video section, we will explore what operators must understand what the financial institution has to comply with. The Financial Crimes Enforcement Network (FinCEN) has issued guidelines for financial institutions that want to bank cannabis, however they do tell how to do them. Financial institutions are left with not knowing if the potential customer is licensed and registered. Additionally, most financial institutions do not understand how the cannabis business works.
How to Start the Process of Banking with a Financial Institution
8m
In this video segment, you will identify that financial institutions don't know a whole lot about cannabis operators and will need to ask many questions. You will discover why having an electronic and hard copy of a portfolio will help the banks with their vetting process, which is important since a cannabis operator can expect to pay $500 to $3,000 dollars for each application.
What's in the Financial Institutions Application?
18m
In this video segment, you will discover what the financial institution is going to ask you for during the application process. The financial institution will as you for your articles of incorporation, your operating agreement, a copy of you state license, your USDA approved license if for hemp entities, and CBD entities that require state specific licensing.
Ongoing Compliance and Collaboration with the Financial Institution
2m
In this video segment, you will discover that it is better to be proactive in managing your compliance and communication with the bank. You will be providing monthly reports to the bank that outline the sales, inventory, and vendor payment transactions. This is so that the information is reconciled to your transaction activity at the bank to ensure one dollar of deposits has equaled one dollar of sales.
The Bank's Ongoing Responsibilities
4m
In this video segment, we will identify what the bank's ongoing responsibilities are. They are required to look at your account every 90 days. You should be prepared to provide information about any changes to your beneficial ownership, changes to management, adding new products and services, and if you have applied for different licenses of locations.
Closing - Banking Your Business - What Every Cannabis Operator Needs to Know
2m
In this video segment, you will close by using the information in this course as a study guide. The course has provided you with everything you need to document your portfolio and have everything ready to go. By giving the bank all of this information you will establish a level of comfort with them by letting them know what your responsibilities are and that you are willing to comply with their needs. This will give you the stability as an operator and make sure your banking does not disappear overnight.
05. Cannabinoids 101
5 Lessons
Lesson contents:
Understanding Cannabinoids - THCa and THC
19m
This video covers major and minor cannabinoids and how they work in your body.
Understanding Cannabinoids - CBDa and CBD
11m
This video discusses the differences between CBD and THC, the use of CBD as a form of therapy, and cultural and legal acceptance of its medical effects.
Understanding Cannabinoids - CBN
2m
This video discusses CBN and how it is created. The video also explains why CBN has been used to indicate the quality of cannabis grown indoors.
Understanding Cannabinoids - CBC CBG THCV CBDV
7m
This videos discusses the characteristics of minor cannabinoids.
Cannabinoids 101
1h 30m
Welcome to Cannabinoids 101. In this article, we introduce you to the famous cannabinoids THC and CBD, and discuss how they are produced by the cannabis plant along with over 100 unique, related compounds. We introduce key terms such as decarboxylation, glandular trichome, and cannabinoid acid, and we describe the properties of some major and minor cannabinoids and how they exert their wide-ranging medicinal effects.
06. Cannabis Plant Botany 101
2 Lessons
Lesson contents:
Botany of Cannabis
21m
In this video, Mel Frank discusses the functionality of the various parts of the cannabis plant. He also talks about the terminology of the female cannabis plant.
Cannabis Botany
1h 10m
Identifying the Main Parts of a Cannabis Plant What Are Trichomes and Why Are They Important? Determining Sex of Cannabis Plants Sexual vs. Asexual Propagation
07. Terpenes 101
2 Lessons
Lesson contents:
Understanding Terpenes
18m
This video discusses the terpenes commonly found in cannabis, their medicinal benefits, what they smell like, and how they interact with cannabinoids to produce synergistic effects.
Terpenes 101
1h 10m
Welcome to Terpenes 101. In this article, we talk about what terpenes and terpenoids are, and why they are so important in nature. We introduce key terms such as monoterpene, sesquiterpene, and the isoprene rule. We describe the most common, important terpenes and terpenoids found in cannabis, and their potential medicinal properties. In addition, we discuss how terpenes, terpenoids, and cannabinoids may interact together to produce heightened medicinal benefit.
08. Introduction to the Endocannabinoid System
3 Lessons
Lesson contents:
Introduction to the Endocannabinoid System
18m
This video provides a detailed overview of how cannabis interacts with the Endocannabinoid System (ECS). In addition, this video discusses cannabinoid receptor interactions, how cannabinoids produce specific effects, and how cannabis effects human physiology on a biochemical level.
The Biochemical Pathways of the Endocannabinoid System
7m
This video offers a comprehensive overview of the Endocannabinoid System (ECS), including its biochemical pathways and nerve receptors. It also discusses how the Endocannabinoid System maintains homeostasis within the human body.
Introduction to the Endocannabinoid System
1h 15m
This article explores the complex ways cannabinoids, such as THC and CBD, interact with the Endocannabinoid System (ECS). In addition, it discusses cannabinoid receptors, phytocannabinoids, allosteric modulators, and much more.
09. Delivery Methods and Products
2 Lessons
Lesson contents:
Delivery Methods of Cannabis
19m
This video details the different delivery methods of cannabis and the many ways it can be consumed. In addition, it discusses how consumers can control their levels of psychoactivity. A few of the delivery methods discussed in this video include: inhaled, oral absorption, edibles, skin absorption, suppositories, and non-psychoactive alternatives.
Delivery Methods and Products
1h 10m
This article discusses the various ways cannabinoids can be delivered to the human body including smoking, vaping, oral, topical, and more. In addition, the article offers an explanation as to why different delivery methods produce different results in the user.
10. Quality Control and Assurance
3 Lessons
Lesson contents:
Choosing a Quality Product
12m
In this video segment, Dr. Jessica Peters and Mara Gordon talk about the quality assurance of cannabis products. Product manufacturing, packaging, and labeling requirements are also discussed.
Quality Control
24m
In this video segment, Joel Stanley talks about the quality control of packaged and labeled cannabis products. He also explains the importance of following compliance testing processes and procedures to ensure consumer safety and product reliability.
Quality Control
1h 25m
This article explains the role that quality control and quality assurance plays in helping to ensure cannabis reaches consumers in a safe and reliable manner. You will learn about standard operating procedures, compliance, and cannabinoid analysis.
11. Regulatory Compliance in the Cannabis Industry
18 Lessons
Lesson contents:
Intro to Regulatory Compliance in the Cannabis Industry
1m
This video gives an introduction to Garrett Graff, Esq. and discusses the expert's background and accomplishments
Licensing Application Process
10m
This video helps you determine the corporate formation structure that best suits your business and how that decision can affect the way the company secures funding. Learn the differences between sole proprietor, partnership, and LLC. You will learn important facts about state licensing processes and the requirements for a successful application.
Complying with Licensing Requirements
15m
This video guides you through determining the license process in your jurisdiction. Learn the differences between single, dual, merit-based, and check-the-box licensing models. Better understand how to navigate state residency, citizenship, investment visa, and social equity requirements.
Obtaining Insurance
3m
This video discusses the importance of obtaining insurance for your company, including title, workers' compensation, and product liability.
Determining Appropriate License Type
6m
This video discusses the differences between licenses including retail, medical, cultivation, manufacturing, and testing facilities.
Operating Standards
3m
This video discusses what it looks like to operate a business with regulatory compliance standards to protect quality and safety.
Labeling Requirements
8m
This video discusses outer and inner packaging standards and how to mitigate risk to children.
Advertising Requirements
5m
This video discusses how to determine legal advertising mediums for cannabis and what types of images are prohibited in your ad campaigns.
Safety Requirements
3m
This video discusses the importance of safety not only for customers but employees. Learn what rules are similar to conventional businesses and which are unique to cannabis businesses.
Transportation Requirements
2m
This video discusses what to be aware of when establishing a B2B or B2C transportation system such as vehicle types, security, vehicle operators, and distribution facility requirements.
Sampling and Testing Requirements
4m
This video discusses the requirements for cannabis products to ensure safety and quality through sampling and testing.
Disposal Requirements
3m
This video discusses the best practices to ensure your plant waste is not considered hazardous.
Maintaining Business Records
3m
This video discusses the types of records a business needs to maintain and how "adverse events" are recorded.
Inventory Tracking
2m
This video discusses the importance of seed-to-sale inventory tracking as well as the importance of honoring B2B agreements and understanding the terms of those agreements.
Standard Legal Compliance
3m
This video discusses the importance of maintaining ongoing regulatory compliance and the risks of falling out of compliance.
Industry Employee Qualifications
5m
This video discusses the areas that regulators track when you are hiring an employee, such as age, residency status, ownership status, job role, and ability to pass a background check.
Regulatory Compliance - Conclusion
3m
This video summarizes the Regulatory Compliance in the Cannabis Industry course.
Regulatory Compliance in the Cannabis Industry
55m
This article covers the legal history of marijuana from the 1937 Marihuana Tax Act through California's cannabis legalization in 2012. It discusses the application process for licenses, what is required to maintain a license, and how to ensure the entire supply chain remains compliant. It also discusses point of sale requirements, advertising restrictions, and labeling requirements.
12. Myths of Cannabis
7 Lessons
Lesson contents:
Addressing Cannabis Fears
4m
In this video, Paul Armentano from NORML addresses the various fears of cannabis.
Will I Become Addicted
6m
In this video, Paul Armentano from NORML explains if marijuana leads to addiction. Dependence liability and addiction often get confused when being compared to cannabis use. About one out of 11 individuals will have dependence liability, which means the individual will use marijuana again.
Could a Person Overdose on Cannabis
3m
In this video, Paul Armentano from NORML breaks down if a person can overdose on cannabis, which they cannot. Cannabis has a better safety profile than other substances.
Could Cannabis Cause Schizophrenia
3m
In this video, Paul Armentano from NORML describes if cannabis can cause schizophrenia. People are born with schizophrenia, and marijuana will not cause someone with it to get it. People will schizophrenia will use many drugs, not just marijuana.
Will Cannabis Make Me Gain Weight
2m
In this video, Paul Armentano answers a popular question surrounding cannabis, will a person gain wait! THC does trigger more of an appetite. There are many studies that have shown people with cannabis usage have lower metabolic indicators than people that don't partake in cannabis.
Will Cannabis Impair My Memory
4m
In this video, Paul Armentano answers the question, will cannabis impair my memory. Compounds in the marijuana plant are ingested in the body, where they interact with receptors. The receptors in the brain can affect short-term memory. Remember, the drug being ingested is working on that part of the brain.
Myths about Cannabis
1h 0m
This article discusses some of the most enduring and pervasive myths about cannabis, including the fallacies that cannabis can kill you, cause psychosis, or act as a gateway drug.

What will be covered

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Who can benefit from taking this program?

Investors

Whether you are a retail investor or financial institution the investor learning pathway helps you to identify the investment opportunity and evaluate the risks of your investment decision

Entrepreneurs

Develop a deep familiarity with the industry before you dive in.

C-suite and senior executives

Ensure the management team is aligned with the investor base. Understand the cannabis industry from the inside and out.

Banks & Financial Institutions

Ensure a detailed knowledge of the business risks and industry dynamics of your cannabis related business clients.

Meet your instructors - industry experts

Shane Terry: CEO and Co-founder of TapRoot Holdings Inc
Al Foreman: Co-founder of Tuatara
Kevin Jodrey: Owner of Wonderland Nursery
Keegan Peterson: Founder Wurk
Josh Wurzer: President and Co-Founder of SC Laboratories
Taylor Padilla: General Manager of Retail Operations
Jay Czarkowski: Founding Partner at Canna Advisors
Simone Cimiluca-Radzins: CEO of Kalogia
Bethany Stiles: Founder of Stiles Consulting
Avis Bulbulyan: CEO, SIVA Enterprises
Jenna Greenfield: Founder & CEO
Adam Foster, Esq: Business Lawyer
Steve Schain, Esq: Senior Attorney
Ari Sherman: Co Founder of Evo Hemp
Kimberly Dillon: Marketing Strategy Expert & Keynote Speaker
Larry Mishkin, Esq: Counsel

“

Green Flower is a wonderful tool that has helped us gain a much deeper understanding of the history, science, and benefits of cannabis as a medicine. Highly recommended for both individuals and teams looking for the highest quality cannabis education and training!"

“

Gregg Steinberg, CEO, Growcentia

“

Green Flower produces the highest quality cannabis content in the industry.

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Steve DeAngelo, Founder, Harborside

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The perfect way to learn the most important aspects about cannabis straight from the world's top experts.

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Boris Shcharansky, COO, Papa & Barkley.