Course curriculum

  • 1

    Welcome!

  • 2

    Online Learning Success

    • Learning Support

    • Tips for Success

    • Activity: Journal

    • Navigating through Lessons

    • Learning Community

    • Troubleshooting
  • 3

    Your Learning

  • 4

    The Journey

    • Overview

    • Financial Empowerment Foundations

    • Deep Dive: Money and Power

    • The Money Relationship

    • Sidebar: What is Money?

    • Activity: Values Alignment
  • 5

    Money Through the Gender Lens

    • Overview

    • Gender and Money
  • 6

    Financial Planning

    • Overview

    • What is financial planning?

    • Solutions Blueprint

    • How do I start?
  • 7

    Step 1: Where am I now?

    • Overview

    • Check In

    • Intro

    • Activity: Cash Flow vs. Net Worth

    • Cash Flow

    • Sidebar: The "B" Word

    • Activity: Cash Flow

    • Deep Dive: Compensatory Spending

    • Net Worth

    • Activity: Net Worth

    • Sidebar: Good Debt?

    • Tracking Tools

    • Practice

    • Tracy's Feedback on the Tough Ones

    • Wrap Up

    • Check Out
  • 8

    Step 2: Do I have cash reserve?

    • Overview

    • Cash Reserve

    • Capacity

    • Holding Surplus

    • Deep Dive: Capacity

    • Protective Gestures

    • Reducing Debt vs. Buidling Reserve

    • Activity: Estimating Cash Reserve
  • 9

    Step 3: Where am I headed?

    • Overview

    • Where am I headed?

    • Activity: Goal Setting

    • Sidebar: Temperature Check
  • 10

    Step 4: How do I get there?

    • Overview

    • Check In

    • How do I get there?

    • Many Markets

    • Activity: Market Index

    • Investing Terminology

    • Chat Challenge: Asset Allocation

    • Understanding Risk

    • Deep Dive: Risk Tolerance

    • Time Horizon, Diversification

    • Mutual Funds

    • Matching Game

    • Sidebar: Fees

    • Registered or non-registered?

    • Sidebar: Feelings!

    • Activity: Asset Allocation

    • Check Out

    • You Did It!
  • 11

    Step 5: How do I stay on track?

    • Overview

    • How Do I Stay On Track?

    • Activity: Getting There
  • 12

    Assembling My Money Team

    • Overview

    • Your Money Team

    • Sidebar: How are advisors paid?

    • Activity: Money Team
  • 13

    Life Stages

    • Overview

    • Life Stages
  • 14

    Care Package for the Road

    • Overview

    • Care Package for the Road

    • Self Assessment

    • Activity: Action Planning

    • Additional Resources

    • Course Completed!