Financial Literacy Course
Learn to manage money, invest wisely, and plan for a secure future with our Finance & Investment Courses in Sydney!
Ready to take control of your financial future? Join our interactive Personal Finance and Investing course, part of our Business and Finance courses in Sydney! You’ll gain essential skills in budgeting, saving, investing, retirement planning, and more. Whether you're just starting or looking to sharpen your financial strategies, this course offers practical, real-world advice you can apply immediately.
Delivered live online via Zoom for a personalised learning experience, this course is your first step towards financial independence and smarter money management.
Learning outcomes
By the end of this financial literacy course, you should be able to:
- Develop effective cash flow management strategies
- Understand and implement debt management techniques
- Navigate the process of purchasing your first property
- Build a diversified and risk-balanced investment portfolio
- Protect your wealth through appropriate insurance and risk management strategies
- Maximise superannuation benefits and create a sustainable retirement income
Course content
What will be covered in this financial literacy course?
Cash Flow Management
- Budgeting techniques
- Tracking expenses
- Building a cash buffer
Debt Management
- Debt consolidation strategies
- Repayment plans
- Avoiding common debt pitfalls
Buying Your First Property
- Understanding upfront and ongoing costs
- Pre-approval processes
- Planning for affordability
Investing Basics
- Portfolio diversification
- Dollar-cost averaging
- Investment planning fundamentals
Protection (Insurance and Risk Management)
- Choosing appropriate insurance
- Understanding income protection and critical illness coverage
- Risk management strategies
Saving for Kids
- Tax-effective savings plans
- Using trusts for education funding
Superannuation Basics
- Concessional vs non-concessional contributions
- Superannuation tax benefits
- Diversification within super
Retirement Planning
- Allocated pensions
- Managing withdrawal strategies
- Creating sustainable retirement income
Setting Up an SMSF
- Compliance requirements
- Risk considerations
- Benefits of self-managed super funds
Intended audience
Who is this financial literacy course for?
This course is ideal for:
- Adults seeking to improve financial literacy
- First-time property buyers
- Individuals planning for retirement
- Small business owners managing personal and business finances
- Parents saving for their children’s future
- Professionals exploring advanced investment strategies like SMSFs
Course materials
What to bring to class
- Notebook and pen
- Calculator
Additional information
Please note the following:
- No prior financial knowledge required.
