Course curriculum

  • 1

    Welcome

    • Welcome

    • Why learn more about your finances

    • What do you want to get out of this course?
  • 2

    Tracking Your Finances Proactively

    • Why budgeting is not a dirty word

    • How to transform your financial situation

    • Setting up MyProsperity

    • How budgeting helps to set your goals
  • 3

    Get Setting Goals

    • Why it is beneficial to set goals

    • Tip 1: Writing down your achievements

    • Your achievements in the past 12 months

    • Tips 2 & 3: Write down your goals; be specific in your goal writing

    • Start to write your goals

    • Recording goals in MyProsperity

    • Tips 4 & 5: Put your goals somewhere you will see them every day; review your goals regularly
  • 4

    Protecting Your Number One Asset - You!

    • Protecting You

    • Why do I need insurance?

    • Good insurance helps you in your time of need

    • How to enter your insurance into MyProsperity
  • 5

    Fundamentals of Investing

    • Return versus capital

    • The performance dilemma

    • Shares and stocks

    • The active versus passive debate

    • Getting the facts right about exchange-traded funds

    • Property investment – bricks & mortar or cultural obsession?

    • The bonds that fix us to income – what are fixed-income securities?

    • Cash is King – sometimes but not always

    • Alternative assets – do they have a place?
  • 6

    Why Superannuation is So Super

    • Super does not lose you money

    • Understanding superannuation fees

    • Is a self-managed super fund (SMSF) right for me?

    • How to enter your super into MyProsperity
  • 7

    Estate Planning

    • An overview of estate planning
  • 8

    The Wrap Up

    • Let us know how you found this course