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?
Expert 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 2
How does your pension work?
What happens to your pension during a career break?
Career breaks and private pensions: making an informed choice
Career breaks and their impact on state pensions
Negotiating your pension with your employer
Module 4, Chapter 3
How can you turn your pension 'green'?
How to turn your pension green
Useful ethical pension tools
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 and co?
What is diversification?
What are ETFs, ISAs 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
Sustainability Deep Dive
#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