Mastering Your Financial Plan

The Mastering Your Financial Plan course takes a very simple approach to the world of your finances. We cover the basic finance and investing related concepts and provide you with a range of tools and exercise that will help clarify your thinking, develop clear strategies and actions plans and have the confidence to put them into action.

The course cuts through the jargon and help you focus on and understand the underlying important financial principles.  Grasp and implement these and you will be well on your way to becoming financially savvy.

This course is designed to be a foundation course to help you prepare for the next step of setting up your own investment plan.

The course includes a series of exercises including:

  • Understanding your 'Why'
  • Financial goal setting
  • Monitoring your net worth
  • Determining your risk profile
  • Getting a handle on important financial concepts
  • Learning how to make debt work for you

Even if you decide that the DIY approach is not for you, the principles you will learn in this course will be great tools for you to draw on when you are talking to financial professionals.

Only $47

Special Bundle Price:  Purchase both Mastering Your Financial Plan and Mastering Your Investment Strategies for only $125 (save $22)

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