This short introductory course is designed to provide (1) a personal assessment of existing knowledge (and gaps) in a variety of subject areas and (2) guidance on which course topics would be most relevant to each participant. The activities teach while you do: the gamified exercises and group discussion are designed to deliver learning outcomes irrespective of knowing the correct answer … or not.

The learning outcomes are:

• Understand the principles of record-keeping, particularly around expenses and deductions
• Exposure to important investment concepts such as
  1. risk preferences
  2. time value of money: the interplay between time, capital, income and total return
  3. tax efficiency
• Understand business cycles and their impact on business and personal financial planning

 

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