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MODULE 09

Building Your Personal Financial System

Convert the curriculum into a practical repeatable operating system for the learner.
TOPICS20 Lessons|DURATION~300 Mins

Foundational Topics

Master these core concepts to build your wealth

20 Lessons
1

Your Personal Financial Dashboard

5-10 MIN
2

Organising Financial Documents

5-10 MIN
3

Tracking Income

5-10 MIN
4

Tracking Expenses

5-10 MIN
5

Tracking Savings

5-10 MIN
6

Tracking Debt

5-10 MIN
7

Tracking Investments

5-10 MIN
8

Tracking Insurance — Basic Record-Keeping

5-10 MIN
9

Tracking Net Worth

5-10 MIN
10

Monthly Financial Review

5-10 MIN
11

Quarterly Financial Review

5-10 MIN
12

Annual Financial Review

5-10 MIN
13

Financial Ratios for Personal Use — Basic Concepts

5-10 MIN
14

Savings Rate

5-10 MIN
15

Debt-to-Income — Basic Concept

5-10 MIN
16

Emergency-Fund Coverage — Basic Concept

5-10 MIN
17

Goal Progress Ratio — Basic Concept

5-10 MIN
18

Financial Warning Signs

5-10 MIN
19

Creating a Personal Financial Checklist

5-10 MIN
20

Creating Your First Personal Financial Roadmap

5-10 MIN