Financial Planning Pathway

Build your understanding of money management through our structured six-month learning experience. Each module connects to the next, creating a comprehensive foundation in personal finance.

Learning Structure

1

Foundation Phase

Start with budgeting basics and expense tracking. You'll learn to categorise spending and identify financial patterns through practical exercises and real-world applications.

2

Savings Strategies

Explore different savings approaches and emergency fund planning. We cover high-yield accounts, automatic transfers, and goal-setting techniques that actually work.

3

Investment Basics

Understand investment fundamentals including risk assessment, diversification principles, and market research methods. Focus remains on education and knowledge building.

4

Planning Integration

Connect all previous modules into a cohesive financial plan. Learn to balance short-term needs with long-term objectives through case studies and planning exercises.

Module Progression

Our curriculum follows a deliberate sequence. Each two-week module builds on previous knowledge, with practical assignments that reinforce learning. Students progress at their own pace while maintaining structure.

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2
3
4
5
6

Assessment Methods

Brielle Richardson

Lead Financial Educator

"Assessment isn't about testing what you've memorised. We use practical scenarios where students apply concepts to real situations. It's more like problem-solving than traditional exams."

Portfolio Projects

Build a personal financial plan throughout the program. Each module adds components to your growing portfolio.

Peer Review

Students review each other's work using structured rubrics. This develops critical thinking and communication skills.

Self Reflection

Regular reflection exercises help students connect learning to their personal financial situations and goals.