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
- 8 Sections
- 67 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.9
- 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
- Module 2: Uncover limiting beliefs and patternsExplore your past & get started with your Budget Planner Tool7
- 2.1Resource 2.1: Your Money Timeline
- 2.2Resource 2.2: Your Money Autobiography
- 2.3Resource 2.3: Your Influencers in the Past
- 2.4Resource 2.4: The Budget Planner Tool – Overview and gather data
- 2.5Resource 2.5: How to fill in your Budget Planner Tool
- 2.6Resource 2.6: Budget Planner: Overview & Summary
- 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 income9
- 3.1Resource 3.1: My Financial Design Storyboard
- 3.2Resource 3.2: Your Money Beliefs
- 3.3Resource 3.3: Your Emerging Money Beliefs
- 3.4Resource 3.4: Your Influencers – Now
- 3.5Resource 3.5: What is your Enough and your Real Needs and Wants?
- 3.6Resource 3.6: How to Translate your Enough to the Budget Planner
- 3.7Resource 3.7: The Budget Planner: Fill in your Current Expenses & Income
- 3.8Resource 3.8: Summary – What you have learnt so far
- 3.9Cafe Conversation
- Module 4: Visualise your future lifeSummarise your mindset journey & visualise your future life5
- Module 5: Work on your future budgetSet up your future budget with the Future Scenario Builder8
- 5.1Resource 5.1: Set up your future budget
- 5.2Resource 5.2: How to fill your future budget file
- 5.3Resource 5.3: Reminder – why are you in this course?
- 5.4Resource 5.4: Potential ways of shaking up your Financial Design
- 5.5Resource 5.5: Now you know your future budget – how can you get there?
- 5.6Resource 5.6: How to calculate how much money you have to invest
- 5.7Resource 5.7: Download a summary of module 5
- 5.8Cafe Conversation
- Module 6: Fundamentals of investingDevelop a first understanding of investing fundamentals 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: Mapping possible routes forwardExplore different investment options and design a path that fits you.13
- 7.1Resource 7.1: Mapping possible routes forward: Overview
- 7.2Resource 7.2: Property investment
- 7.3Resouce 7.3: Investment in crypto
- 7.4Resource 7.4: Investing in the stock market & ETFs
- 7.5Resource 7.5: How to invest in ETFs
- 7.6Resource 7.6: Other options
- 7.7Resource 7.7: Portfolio allocation
- 7.8Resource 7.8: What do I do if I am invested already?
- 7.9Resource 7.9: Connect to your future budget: How close are you to your future life?
- 7.10Resource 7.10: Reminder: shake up your Financial Design!
- 7.11Resource 7.11: What does this mean for you?
- 7.12Resource 7.12: Download a summary of module 7
- 7.13Cafe Conversation
- Module 8: Bringing it all togetherIntegrate your learning into a coherent action plan and simple, sustainable habits.5
Instructor
