Mindset & Negotiations
Get to know your "money-self" and gain handy tips on negotiating and talking money.
Module 1, Chapter 1
Your money mindset and financial health
Real stories about money!
What is a money mindset?
Explore your Money Mindset
Test your financial health
Summary & To-Do List
Module 1, Chapter 3
How to have money conversations
Talking money with your friends
Talking money with your partner
Talking money with your employer
Talking money with your children
We are revamping our content and will be back soon!
We are currently working hard to improvise our content for Module 2, chapter one. We apologise for any inconvenience caused and don't worry, this module will be re-uploaded by mid-May.
Planning your money
Having a baby? Working part-time? Plan your money for your future.
Module 2, Chapter 1
What's your financial life cycle?
What advice would you give to your younger self?
Tips to manage your money across your financial life cycle
Module 2, Chapter 2
Setting up your first financial plan
Your current financial situation
Setting up realistic goals
Setting up realistic financial goals
Defining your money goals
Building your first financial plan
Budget & Savings
How much should I...? Get rid of money wasters and set-up a safety pot.
Module 3, Chapter 2
How to use your budget to save money
How to build a safety net
How to grow your safety net
Incorporating your savings into your budget
When do savings become investments?
What should I put aside? Handy retirement tools & guidance.
Module 4, Chapter 1
How much will I need to survive my retirement?
When do I need to start saving for retirement?
Module 4, Chapter 2
How does your pension work?
What are my retirement options?
Retirement planning tools and guidance
Module 4, Chapter 3
How can you turn your pension 'green'?
How to turn your pension green
Ditch the jargon and cover the basics to invest confidently.
Module 5, Chapter 3
How do I start investing?
How much do I need to start investing?
How much can I invest? The 2 ways to find out
How do I set up an investment portfolio?
Sticking to your investment plans
5 Investing Mistakes most people fall for
Module 5, Chapter 4
Essential investment tools
How do I know my investment choices are smart?
What is a financial instrument?
What's the difference between human & robo-advisors?
Is it important to have an investment strategy?
Learn how to put your money to work in line with your values.
Module 6, Chapter 1
Can your money change the world?
Does your money have a moral value?
What is greenwashing?
Creating a sustainable strategy
The 4 steps to sustainable investing
Module 6, Chapter 2
Sustainability Deep Dive
Sustainable Investing: An introduction
Discover the foundations of sustainable investing
How your money can change the world while you sleep (TED TALK Olga Miler)
Plan your path into investing sustainably
Invest your money sustainabily
Summary and Review of your sustainable investing journey
Providers & Advice
Learn how to find the right provider or advisor for you.
Module 7, Chapter 1
Where to go for financial support
What does a financial advisor do?
When and how to select the right advisor
Helpful tips when choosing an advisor
Toolbox & Glossary
Access checklists, calculators, and the money dictionary.
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.