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
- risk preferences
- time value of money: the interplay between time, capital, income and total return
- tax efficiency
- Understand business cycles and their impact on business and personal financial planning