Balancing Act: Living and Achieving

Life often gets in the way of big dreams. To help you bankroll your dreams, this course looks at identifying clear goals, setting priorities and steps toward achieving them in the context of balancing your financial liabilities and expenses against your financial assets and income. It offers a holistic approach to managing your financial life so that there are funds available for treats and big bills.

The learning outcomes are:

  • Be able to formulate specific goals and place them on a life timeline, then break down each goal into a series of achievable targets
  • Understand what a balanced budget means and calculate what it means for you
  • Be able to plan spending within a balanced budget and to prioritise creatively to achieve that

This course requires a basic understanding of financial assets and liabilities: if you need a refresher, please see Savings, Debt and All that Jazz.


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