Module 1
Your money mindset
Learn about ‘financial health’, and gain handy tips on ‘talking money’.
Module 1, Chapter 1
Tradition & your money mindset
Why do we need money?
Breaking the traditional money mindset trap
Money & the choices we make in life
What is financial health?
Module 2
Planning your money
All you need to know about how to plan your money and how different life-stages impact your wealth.
Module 2, Chapter 1
What you want in life & how to make it happen
Can you turn your dream life into reality?
How to define your money goals
Are your money goals achievable? YES!
Are you earning your worth?
Module 2, Chapter 2
The first steps to financial success
What are you worth?
Are you earning more than you're spending?
What is a credit score & how to improve it
Build your first financial plan with this simple step-by-step guide
Module 2, Chapter 3
Planning money for anything life throws at you
Money for studying and your career(s)
Relationships, parenthood & money
Later life, ill health & death money management
Bad things happen; you need this paperwork to protect you
Module 3
Budget & savings
Learn how to create and manage your budget. Includes beginner-friendly lessons on spending, saving, and your safety pot.
Module 3, Chapter 1
Savings, targets & budgets - oh my!
How to design and manage a budget that suits you
Great budgeting tools to save you time
What are you wasting money on?
How to reduce your debt?
Module 4
Investing
Ditch the jargon on investing, cover the basics you need on ETFs, providers, advisers, riks and returns and more.
Module 4, Chapter 1
Financial Services (FS) providers 101
Why Financial Services exist & what they offer
Define the financial support you need
Advice vs. guidance
Your consumer rights when working with an FS provider
Module 4, Chapter 4
Essential investment tools
How do I know my investment choices are smart?
What is a financial instrument?
Is it important to have an investment strategy?
What's the difference between human & robo-advisors?
Module 4, Chapter 5
Do I need to use a financial advisor?
What does a financial advisor do?
When and how to select the right advisor?
How much does a financial advisor cost?
Helpful tips when choosing an advisor
Module 5
Pensions
Learn beginner-friendly facts about the gender pension gap, how much you need to save, and access retirement tools & guidance to put your plan into action.
Module 5, Chapter 1
Pensions 101
How much will I need to survive my retirement?
When do I need to start saving for retirement?
Module 5, Chapter 2
How does your pension work?
What are my retirement options?
Retirement planning tools and guidance
Module 5, Chapter 3
How can you turn your pension 'green'?
How to turn your pension green
Module 6
Sustainability
Introduction to sustainable investing, the moral value of your money, and how to invest your money in line with your values.
Module 6, Chapter 1
Can your money change the world?
What is sustainable or impact investing?
Does your money have a moral value?
Create a strategy to make your money matter
Useful investment tools
Module 7
Recessions & crashes
Learn about recessions, how long they can last, and how they impact your personal finances. Includes the 2020 recession as a helpful case study.
Module 8
Useful tools
Your go-to for locating your SmartPurse calculators & checklists, as well as a handy financial terms glossary. Perfect for use alongside your learning or as a quick refresher!
Module 8, Chapter 1
Checklists & calculators
SmartPurse Checklists
SmartPurse Calculators
Module 8, Chapter 2
Tools to help your learning
Money School Glossary
Shortcut summary
If you don't want to work through all the modules, you can take a shortcut and access our super fast summary. It won't equip you with in-depth knowledge, but provides a synopsis of the most important points from each chapter.