Pillar 2 · Hygiène financière

MoneyxDesign

Order Your Finances Brick by Brick

Course overview

Be equipped with the essential knowledge to bring order to your personal finances. Learn how to conduct a personal finance review and create a strategic plan to enhance your net worth. Utilize a supportive framework with community, tools, and schedules for effectively pursuing and tracking your net worth goals.

Course outline

VideoCourse intro 5:24

Lesson 1

Video
Assets & Inflows; Debts & Outflows 18:51
Discussion
What did your family teach you about assets and debt?
Quiz
Assets, debts, and cash flow

Lesson 2

Video
Understand and use the Liquid Net Worth Equation 7:34
Discussion
How much of your net worth could you use today?
Activity
Time to assess your liquid net worth

Lesson 3

Video
How to Conduct Your Monthly Personal Finance Review 19:36
Discussion
What will you look for in your monthly financial review?
Activity
The Monthly Financial Review
Resource
How to Use This Monthly Financial Review Template

MAGNET roadmap

Mindset: What does it take to bring order to your personal finances?
Assessment: Learn how to conduct a monthly personal finance review
Goals: Create a plan to boost your net worth in the next 18 months
Net worth: Understand and use the net worth equation
Expenses: Did you know that not all expenses are created equal? Do you know the difference between good debt and bad debt?
Track: Set up the community, tools, and schedules to track your net worth goals

Ways to experience MoneyxDesign

Explore student practice materials or join a facilitated workshop. Organizations can license the curriculum and facilitator discussion guides or arrange managed delivery.

Explore the Practice Track →Explore workshops →Organizational delivery →