Curriculum
- 10 Sections
- 94 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.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
- 2.7Cafe 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 & definitions10 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 an understanding of investing basics and how they apply to you.11
- 6.1Resource 6.1: Intro to module 65 Minutes
- 6.2Resource 6.2: Compound Interest & the most important variables for investing15 Minutes
- 6.3Resource 6.3: Investing Basics – The Rule of 7210 Minutes
- 6.4Resource 6.4: Investing Basics – The 4% Rule10 Minutes
- 6.5Resource 6.5: Investing Basics – The Rule of 2520 Minutes
- 6.6Resource 6.6: Investing Basics – Diversification20 Minutes
- 6.7Resource 6.7: Investing Basics – Risk Management20 Minutes
- 6.8Resource 6.8: Investing Basics – What is a portfolio?5 Minutes
- 6.9Resource 6.9: Financial advisors vs doing it yourself5 Minutes
- 6.10Resource 6.10: Investing Basics – Quiz7 Questions
- 6.11Cafe Conversation
- Module 7: Planning for my future Financial Design7
- 7.1Resource 7.1: Your Future Financial Design – Intro5 Minutes
- 7.2Resource 7.2: What do I do if I already have investments?20 Minutes
- 7.3Resource 7.3: Example – how much do I need to invest to make my future scenario happen?10 Minutes
- 7.4Resource 7.4: Exercise – how much do I need to invest to make my future scenario happen?30 Minutes
- 7.5Resource 7.5: Calculate your starting capital’s return on investment20 Minutes
- 7.6Resource 7.6: Facts & Choices
- 7.7Resource 7.7: Summary – your investment tool box5 Minutes
- Module 8: Mapping possible routes forwardExplore ETFs and property investing13
- 8.1Resource 8.1: mapping possible routes forward – overview5 Minutes
- 8.2Resource 8.2: ETFs10 Minutes
- 8.3Resource 8.3: how to invest in ETFs10 Minutes
- 8.4Resource 8.4: different types of ETFs20 Minutes
- 8.5Resource 8.5: mapping possible routes forward – real estate10 Minutes
- 8.6Resource 8.6: real estate – what, where and for whom10 Minutes
- 8.7Resource 8.7: real estate – the figures10 Minutes
- 8.8Resource 8.8: real estate – being a remote landlord10 Minutes
- 8.9Resource 8.9: how to include real estate in your future scenario10 Minutes
- 8.10Resource 8.10: exercise – scaling your response20 Minutes
- 8.11Resource 8.11: exercise – your future scenario20 Minutes
- 8.12Resource 8.12: summary ETFs/ real estate5 Minutes
- 8.13Cafe Conversation
- Module 9: Mapping possible routes forwardExplore additional investment pathways13
- 9.1Resource 9.1: Core & Explore5 Minutes
- 9.2Resource 9.2: Mapping possible routes forward – individual shares5 Minutes
- 9.3Resource 9.3: Mapping possible routes forward – cryptocurrencies10 Minutes
- 9.4Resource 9.4: Mapping possible routes forward – commodities5 Minutes
- 9.5Resource 9.5: Mapping possible routes forward – trading10 Minutes
- 9.6Resource 9.6: Mapping possible routes forward – angel investing10 Minutes
- 9.7Resource 9.7: Mapping possible routes forward – impact investing10 Minutes
- 9.8Resource 9.8: Tax implications5 Minutes
- 9.9Resource 9.9: Strategy overload5 Minutes
- 9.10Resource 9.10: Caren’s Financial Design Journey15 Minutes
- 9.11Resource 9.11: Maria’s Financial Design Journey
- 9.12Resource 9.12: Exercise – scaling your response15 Minutes
- 9.13Resource 9.13: Download5 Minutes
- Module 10: Bringing it all togetherIntegrate your learning into a coherent action plan and simple, sustainable habits.8
- 10.1Resource 10.1: Welcome2 Minutes
- 10.2Resource 10.2: Your mindset journey5 Minutes
- 10.3Resource 10.3: your mindset habits5 Minutes
- 10.4Resource 10.4: Your money journey5 Minutes
- 10.5Resource 10.5: Your money habits5 Minutes
- 10.6Resource 10.6: Your Action Plan
- 10.7Resource 10.7: Stay connected2 Minutes
- 10.8Cafe Conversation