Course curriculum

  • 1
    Chapter 1 - Definitions and Financial Terminology
    • Income Statement
    • Balance Sheet
  • 2
    Chapter 2 - Cash Flow Quadrants
    • Employee Mindset
    • Self Employed Mindset
    • Business Builder Mindset
    • Investor Mindset
  • 3
    Chapter 3 - Security Needs
    • Quantify Your Security Needs
    • List Your Current Income Streams
  • 4
    Chapter 4 - Lifestyle Needs
    • Quantify Your Lifestyle Needs
    • When is Enough, Enough?
    • Income Plan for Lifestyle Needs - Current plus Potential Future Income
    • Illustration of Dam Wall
  • 5
    Chapter 5 - Wealth Tip 1 - Principle of the Envelopes
    • The Envelope Principle
    • Practical - Envelope Principle
  • 6
    Chapter 6 - Wealth Tip 2 - Manage Your Own Wealth Portfolio
    • Principles to follow in Managing Your Own Wealth Portfolio
    • Wealth Tip 2 - Practical
  • 7
    Chapter 7 - Wealth Seeds and New Income Streams
    • Wealth Seeds
    • Income Streams