Module 1
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, Test & Actions
Module 1, Chapter 2
Creating a positive money mindset
Does money buy happiness?
Real stories from women
How does financial bias affect you?
Experts tips from money coach Ilana
5 unhelpful money habits
Summary, Test & Actions
Module 1, Chapter 3
How to have money conversations
Talking money with your friends
Talking money with your partner
Talking money with your children
Summary, Test & Actions
Module 1, Chapter 4
Negotiating pay
5 key steps to negotiate the salary you deserve
Module 2
Planning your money
Having a baby? Working part-time? Plan your money for your future.
Module 2, Chapter 2
Setting up your financial plan
#1 Define your goals
#2 Calculate you net worth
#3 Calculate important amounts
#4 Put your plan into action
Module 2, Chapter 3
Soon: Preparing for life's special moments
Module 2, Chapter 4
Family Finances - coming soon!
Module 3
Budget, Savings & Debt
How much should I...? Get rid of money wasters and set-up a safety pot.
Module 3, Chapter 1
Setting up a budget
Setting up a budget
How to build a safety net
Finding money wasters
Summary, Test & Actions
Module 3, Chapter 2
Your credit score and how to manage debt
How to reduce your debt
What is a credit score?
Summary, Test & Actions
Module 4
Pensions
What should I put aside? Handy retirement tools & guidance.
Module 4, Chapter 1
Pensions 101
How much will I need to survive my 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
Module 5
Investing
Ditch the jargon and cover the basics to invest confidently.
Module 5, Chapter 1
Learn the basics
Common myths about investing
Saving vs. investing
How much risk are you willing to take?
What are stocks, bonds & co?
What is diversification?
What are ETFs and other instruments?
What is a robo-advisor?
Is there a right time to invest?
Module 5, Chapter 2
Start investing in 5 steps
#1 Define your amounts
#2 Choose your approach
#3 Choose your provider and products
#4 Invest
#5 Monitor and exit
5 investing mistakes most people fall for
Module 5, Chapter 3
How do I...& resources
How much should I invest each month?
How do I read a fund factsheet?
How do I find out what my investments cost?
Module 6
Sustainability
Learn how to put your money to work in line with your values.
Module 6, Chapter 2
Invest sustainably in 4 steps
#1 Discover
#2 Plan
#3 Invest sustainably
#4 Measure and review
Module 7
Providers & Advice
Learn how to find the right provider or advisor for you.
Module 7, Chapter 1
Financial Services (FS) providers
Why Financial Services exist and what they offer
Define the financial support you need
Your consumer rights and how to make a complaint
Module 7, Chapter 2
How to find and work with advisors
When and how to select the right advisor
Helpful tips when choosing an advisor
Module 8
Toolbox & Glossary
Access checklists, calculators, and the money dictionary.
Module 8, Chapter 1
Checklists & calculators
SmartPurse Checklists
SmartPurse Calculators
Module 8, Chapter 2