Curriculum
- 8 Sections
- 67 Lessons
- 16 Weeks
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- 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
