Welcome to our self-paced/ facilitator-supported online course!
A self-paced, supportive program designed to help you:
✔ Understand your financial mindset
✔ See your current financial reality clearly
✔ Define your future financial design
✔ Explore possible investment routes
✔ Build a personal system to stay on track
How to get through this course
Each module is built on the previous one. Therefore, we will open access to the next module, once the cohort has completed the previous module including the in-person cafe conversation.
There is no need to rush through the content. Knowledge and habits build when you give it a bit of time.
If you have questions regarding the content or you experience any technical difficulties, please contact us via the WhatsApp Group or directly via email.
We are so looking forward working with you!
Warmly,
Maria Clancy & Caren Jakubaschk
Curriculum
- 10 Sections
- 64 Lessons
- 16 Weeks
Expand all sectionsCollapse all sections
- Module 1: Clarify your purpose and intentionExplore your purpose and intention & get started with the Wealth Overview Tool.10
- 1.1Resource 1.1: Understanding Your Why15 Minutes
- 1.2Resource 1.2: Intention & Scale10 Minutes
- 1.3Resource 1.3: My life as it is now10 Minutes
- 1.4Resource 1.4: The Wealth Overview Tool2 Minutes
- 1.5Resource 1.5: How to copy the Wealth Overview Tool to your Google Drive5 Minutes
- 1.6Resource 1.6: How to authorise the Wealth Overview Tool5 Minutes
- 1.7Resource 1.7: How to fill in the Wealth Overview Tool60 Minutes
- 1.8Resource 1.8: Your Wealth Overview5 Minutes
- 1.9Cafe Conversation
- 1.10About data security of our FD tools
- Module 2: Uncover limiting beliefs and patternsExplore your past & get started with your Budget Planner Tool7
- 2.1Resource 2.1: Your Money Timeline40 Minutes
- 2.2Resource 2.2: Your Money Autobiography30 Minutes
- 2.3Resource 2.3: Your Influencers in the Past20 Minutes
- 2.4Resource 2.4: The Budget Planner Tool – overview and gather data60 Minutes
- 2.5Resource 2.5: How to fill in your Budget Planner Tool25 Minutes
- 2.6Resource 2.6: Budget Planner – overview & summary5 Minutes
- 2.8Cafe Conversation
- Module 3: Gain a clear view of your current financial positionWork on your money beliefs & gain a clear view of your current expenses and income10
- 3.1Resource 3.1: Your Financial Design Storyboard15 Minutes
- 3.2Resource 3.2: Your Current Money Beliefs15 Minutes
- 3.3Resource 3.3: Your Emerging Money Beliefs20 Minutes
- 3.4Resource 3.4: Your Influencers – now15 Minutes
- 3.5Resource 3.5: Start aligning your spending with your values20 Minutes
- 3.6Resource 3.6: Explore your needs and wants – and how they shape your spending20 Minutes
- 3.7Resource 3.7: Revisit your budget with your values, needs, and wants in mind20 Minutes
- 3.8Resource 3.8: The Budget Planner – fill in your current expenses & income45 Minutes
- 3.9Resource 3.9: Summary – what you have learnt so far5 Minutes
- 3.10Cafe Conversation
- Module 4: Visualise your future lifeSummarise your mindset journey & visualise your future life8
- 4.1Resource 4.1: Synthesise your new belief10 Minutes
- 4.2Resource 4.2: Summarising your mindset journey10 Minutes
- 4.3Resource 4.3: Shaking up your Financial Design10 Minutes
- 4.4Resource 4.4: Visualising my future life & Financial Design40 Minutes
- 4.5Resource 4.5: The Future Scenario Builder10 Minutes
- 4.6Resource 4.6: Add Financial Details to your Visualisation30 Minutes
- 4.7Resource 4.7: The Future Scenario Builder – an example10 Minutes
- 4.8Cafe Conversation
- Module 5: Savings & Investing BasicsLearn about saving and start understanding investing.8
- 5.1Resource 5.1: Set up your future budget20 Minutes
- 5.2Resource 5.2: How much of my money can I safely invest?15 Minutes
- 5.3Resource 5.3: Potential ways of shaking up your Financial Design: excursion on terms & definitions5 Minutes
- 5.4Resource 5.4: Investing Basics5 Minutes
- 5.5Resource 5.5: Why most people don’t invest15 Minutes
- 5.6Resource 5.6: What is the potential of investing?10 Minutes
- 5.7Resource 5.7: Investments & your values30 Minutes
- 5.8Cafe Conversation
- Module 6: Investing BasicsDevelop a first understanding of investing basics and how they apply to you.11
- 6.1Resource 6.1: Why does investing come so late in the program?
- 6.2Resource 6.2: Why do people not invest?
- 6.3Resource 6.3: Why you should invest
- 6.4Resource 6.4: Who should invest for you?
- 6.5Resource 6.5: Keep going – you are almost there!
- 6.6Resource 6.6: Simple Investment Rules when you want to live off your money
- 6.7Resource 6.7: Diversification & Risk Management
- 6.8Resource 6.8: What is a portfolio?
- 6.9Resource 6.9: What does this mean for you? How can you make your future Financial Design happen?
- 6.10Resource 6.10: Download a summary of module 6
- 6.11Cafe Conversation
- Module 7: Planning for my future Financial Design0
- Module 8: Mapping possible routes forwardExplore different investment options and design a path that fits you.5
- Module 9: Mapping possible routes forward0
- Module 10: Bringing it all togetherIntegrate your learning into a coherent action plan and simple, sustainable habits.5
Instructor
