Course curriculum

  1. 1

    • Money Mindset Video

    • Childhood and money

    • Your money role-models

    • What does it mean to be rich?

    • Assumptions about luxury

    • Changing your money mindset

    • Putting your new mindset into action

    • What you can do next?
  2. 2

    • What is budgeting

    • Creating your revised budget - what do you want your money to do?

    • 50/30/20 in action

    • Zero Based Budget

    • Envelope Budgeting

    • Resources - what you can do next
  3. 3

    • What are assets?

    • Working out your liabilities

    • Increasing your assets

    • Well done
  4. 4

    • What is your credit score?
  5. 5

    • Why tackle debt?

    • Debt Avalanche Method

    • Debt snowball method
  6. 6

    • Where do you want to be financially?

    • What does financially thriving feel like for you? (Visualisation exercise)

    • Organising your goals

    • Taking baby steps

  7. 7

    • Saving options in the UK

    • Individual savings account (ISA's)

    • Savings before retiring and Saving goals
  8. 8

    • Why you need an emergency fund
  9. 9

    • Why and how to invest
  10. 10

    • Understanding the different asset classes