Overview - Life by design: Manage your finances

The course is for people who feel like you:

• Want to live a life that has purpose and freedom, without financial worries

• Want to fast-track your plans - get where you want to go more quickly and easily

• Want to have a plan to work towards but don’t know where to start

• Want to be confident about money as a tool for achieving your goals.

Or you may feel like you:

• Are having trouble saving

• Just aren’t sure how to get where you want to go on your current income

• Don’t want to make mistakes that set you back years.

Good news!

This course will help with all of these challenges. The course is designed for young adults likely to have your first full-time job and are living independently, and, the concepts are applicable to anyone.

Why is this course different to others? 

This course:

• Uses principles of business transformation and change management that have been scaled to help individuals – these methods are proven if followed

• Combines life planning with financial management – to ensure you have purpose to your savings and spending decisions

• Provides tools that make the process of managing your resources more meaningful and linked up – to help you stay on track with your plans and budget, rather than just setting a tough budget that you won’t stick to

• Takes a realistic perspective while also allowing you to stretch and challenge yourself – to achieve your big goals.

• A small investment in yourself, that will pay off year after year.

What’s the format?

• You can work through the course in a weekend or do a few hours each week for five weeks.

• There is approximately 1-2 hours of homework to do after each of the five modules.

• There are case studies, templates, and handouts in addition to the slides.

What will you learn?

This is an online course that is hands-on and will provide a foundation for being financially savvy. You will:

• Develop a clearer vision of where you’re headed long-term – your goals and dreams

• Understand where your money goes currently

• Develop a budget and savings plan in simple, easy steps

• Put in place practical tools to manage your money so you make smart financial decisions

• Start to bridge the gap between where you are now and where you want to be to achieve your goals

• Learn key financial terms and concepts to help you increase your financial literacy.