Learn Finance – Personal Finance Fundamentals

Building sustainable wealth is a journey

And like every journey you have to have a starting point. This is exactly what Learn Finance provides; a ‘start to finish’ on the fundamentals of personal finance. It has never been easier to be financially wealthy, but at the same time, it has become incredibly complicated. The game has changed, but we can show you how to play

• Setting Financial Goals
  Build a strong foundation for your financial plan. It’s the choices we make today that determine our financial future
• Investment Basics
  What each asset class means for your investment portfolio, and how your Risk Profile can be used to guide portfolio construction
• Strategies
  Build wealth, reduce tax, and protect your assets
• Structures & Environments
  Learn about investing through Trusts and what it means to fund your retirement through Superannuation

What You’ll Learn In Personal Finance Fundamentals

Goals

• Introduction
• The Importance of Goals
• Timeframes
• Structured goal setting
• Financial Freedom
• Applying what you know
• Financial Goal Setting Worksheet
• Target Goal Excel Tool
• Goal Calculator
• How have things started?
• Testimonial

The Basics

• Personal Finance Basics – An Introduction
• Income
• Tax
• Savings, Cashflow and Budgeting
• Deductions
• Debt Management
• Your Personal Balance Sheet
• Applying what you know
• Quiz 1
• Balance Sheet
• How’s it going?

Economics

• Intro to Economics
• Economic Terms
• Supply
• Demand
• Supply Demand Equilibrium
• Applying what you know
• Quiz 2

Investment Theory

• Investment Theory
• Risk & Reward
• Risk
• Volatility and the Risk v Return relationship
• Diversification
• Applying what you know
• Quiz 3
• How was Economics and Investment Theory?

Investment Basics

• Investment Basics and Cash
• Fixed Interest
• Property
• Shares – Part 1
• Shares – Part 2
• Determining Share Price
• Portfolio Asset Allocation
• Applying what you know
• Quiz 4
• Risk Profile Questionnaire

Investment Environments

• Investment Environments
• Trusts and Beneficiaries
• Family Trusts
• Unit Trusts
• Alternative Structures
• Superannuation
• Self Managed Super Funds
• Contribution types
• Superannuation Checklist
• Applying what you know
• Quiz 5
• How was Investment Basics and Investment Environments?

Financial Strategies

• Financial Strategies
• Salary Sacrifice
• Family Trust Distributions, Property and Capital Gains Tax Timing
• Investing, Property or Shares, Leveraging
• Margin Loans
• Home Equity and Debt Recycling
• To leverage or not to leverage
• Home deposits using superannuation
• Applying what you know
• Quiz 6

Risk Management

• Risk Management
• Investment Risk Management
• Personal Risk Management – Part 1
• Personal Risk Management – Part 2
• Strategies
• Levels of cover and costs of insurance
• Applying what you know
• Quiz 7
• ‘A Safe Estate’ – Bonus Estate Planning Worksheet
• Insurance Needs Analysis
• How was Financial Strategies and Risk Management?

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