Small Business Pilot

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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