Limited Time Only
R 750.00

Defining your Financial MAP: A structured way to think about Wealth Creation + (Free Financial Tool Included)

Unlock the path to Personal Financial Freedom with our comprehensive online course. Learn essential financial terms, create a powerful financial plan, and discover the art of budgeting, debt management, and wealth creation. Get ready to take control of your finances and build a secure future

Beginner Friendly
Created By Kobus van Dyk - International MBA (IE Business School, Madrid | Spain), Bachelor of Accounting Sciences (University of Pretoria, South Africa), Certificate in Digital Transformation (Stanford University).
Presented by
Sustainable Wealth Management

Overview of what you will Learn

  • Master key financial terms and concepts, equipping you with the knowledge to make informed decisions.
  • Define your financial MAP (Make, Accumulate, Protect) to navigate your wealth creation journey.
  • Understand the importance of budgeting and learn how to create and optimize your budget effectively.
  • Gain insights into debt management, making informed choices to secure your financial future.

Course Requirements

  • A desire to understand wealth creation and wealth sustainability.
  • That's it! If you have that, this course is for you.
  • Feel confident and secure with us guiding your journey.

This course includes

5.5 hours - 60 Videos - 10 Chapters
Assignments & Quizzes
Articles
Free Downloadable Personal Finance Tool
Access on mobile and desktop
Certificate of completion

Welcome to "Your Journey to Personal Financial Freedom," a comprehensive online course designed to empower you with the knowledge and skills to take control of your financial destiny. This course is your roadmap to achieving financial security, making informed financial decisions, and building a prosperous future.

Understanding Essential Financial Terms:

Begin your journey by demystifying financial terminology. We'll break down complex jargon into easily digestible explanations, setting the stage for deeper learning.

  • Understand financial terminology
  • Navigate financial discussions with ease
  • Make informed financial decisions

Your Current Financial Situation:

We'll guide you in creating a personal financial statement, which will serve as your financial snapshot. By understanding where you stand financially, you'll be better prepared to chart your course towards financial freedom.

  • Evaluate your current financial standing
  • Calculate your net worth
  • Identify areas for financial improvement

Set Prioritised Goals:

Setting clear financial goals is the cornerstone of wealth creation. In this section, we'll help you define and prioritise your financial objectives. Whether you're planning for retirement, saving for a home, or preparing for your children's education, we'll show you how to turn your aspirations into actionable goals.

  • Set specific financial goals
  • Create a plan to achieve your objectives
  • Build a secure financial future

Your Own Financial Behaviour:

Your financial behaviour plays a significant role in your journey to financial freedom. We'll delve into the field of behavioural finance, exploring the psychology behind financial decision-making. By understanding your own financial behaviour, you'll be equipped to make wiser choices and avoid common pitfalls.

  • Understand the psychology of financial decisions
  • Develop positive financial habits
  • Avoid common financial pitfalls

How to Make Money:

This section focuses on the art of making money. We'll start by emphasising the importance of budgeting and guide you through the process of creating a budget tailored to your unique circumstances. Additionally, we'll provide you with strategies to increase your income and improve your earnings.

  • Discover multiple income sources
  • Enhance your earning potential
  • Secure your financial future

How to Accumulate Money:

Building wealth requires smart investment choices. In this section, we'll introduce you to the basics of investment, helping you make informed decisions to grow your wealth. We'll also explore the concept of debt management and provide you with valuable insights into managing your financial obligations.

  • Learn investment fundamentals
  • Make informed investment decisions
  • Achieve long-term wealth accumulation

How to Protect Money:

Safeguarding your financial future is paramount. In this section, we'll discuss the significance of insurance and estate planning. You'll learn how to protect your assets and ensure your financial legacy for generations to come. We'll also delve into the importance of understanding taxes and how they impact your finances.

  • Protect your assets and loved ones
  • Mitigate financial risks effectively
  • Achieve peace of mind

In Conclusion:

As we conclude this course, you'll have gained a comprehensive understanding of financial management and wealth creation. Armed with this knowledge, you'll be ready to make informed financial decisions, create a robust financial plan, and work diligently toward achieving your financial goals. Your journey to personal financial freedom begins here, and we're excited to guide you every step of the way.

Featured Reviews

"This course was a game-changer! From breaking down complex financial terms to providing actionable strategies for wealth creation, 'Your Journey to Personal Financial Freedom' was an enlightening experience. Highly recommended for South Africans looking to take control of their finances."

Lindiwe M.

'Your Journey to Personal Financial Freedom' is comprehensive and easy to follow. Each module has been carefully curated, offering insights into financial behaviours and practical steps for money management. It's the best investment I've made in my financial education."

Johan V.

"As someone who's always struggled with budgeting and understanding investments, this course has been a revelation. The structured approach truly makes a difference. Now, I feel more confident about my financial future."

Thabo S.

Course Outline

Your Journey to Personal Financial Freedom
  • Course introduction
  • How to navigate this course towards financial freedom!
Chapter 1: Financial terms every individual needs to know
  • Introduction to Financial Terms
  • Personal Financial Statement
  • Budget
  • Personal Balance Sheet
  • Personal Finance Ratios
  • Key Financial Planning Terms
  • Financial Terms Recap
Chapter 2: Defining your Financial MAP | A Structured way to think about wealth creation
  • Point of departure | Current Financial Position
  • Destination | Financial Goals
  • Your Personal Finance MAP | Make, Accumulate and Protect (MAP)
  • Behavioural finance
  • Personal Financial MAP Recap
Chapter 3: Make Money | Your Budget
  • Why is your budget so important?
  • How to create your own budget
  • 5 ways to improve your earnings
  • 15 ways to spend less money
  • Budget Recap
Chapter 4: Make Money | Debt Management
  • What is debt?
  • Questions to consider before taking on new debt
  • Your get-out-of-debt playbook
  • The 5-3-80% principle
  • Debt Recap
Chapter 5: Make Money | Personal Income Taxes
  • Introduction to Personal Income Taxes
  • How to Deal with Personal Taxes
  • Personal Income Tax | South Africa
  • Personal Income Tax Recap
Chapter 6: Accumulate MORE Money | Determining Wealth
  • Why is your Personal Balance sheet so important?
  • What Wealth Looks Like
  • Your Wealth Mindset
  • Determining Wealth Recap
Chapter 7: Accumulate MORE Money | Basic Investing
  • Introduction to Basic Investing
  • Understanding the investment risk ladder
  • Common Asset Class Questions
  • Responsible investing does not have to be difficult
  • Investing Don’ts and Do’s
  • Investment Taxes
  • Basic Investing Recap
Chapter 8: Protect your HARD-EARNED money | Personal Insurance
  • What is Insurance and why do I need it?
  • Types of insurance
  • How to Make the Most of Your Insurance
  • Homeowners’ Insurance
  • Car Insurance
  • Medical Cover
  • Life Insurance
  • Personal Insurance Recap
Chapter 9: Protect your HARD-EARNED money | Retirement planning
  • What is Retirement Planning
  • Steps to retirement
  •  How much do you need?
  • Stages of retirement planning
  • Other key aspects of retirement
  • 5 Common retirement mistakes to watch out for
  • Retirement Planning Recap
Chapter 10: Protect your HARD-EARNED money | Estate Planning
  • Introduction to Estate Planning
  • Estate Planning Process
  • Trusts
  • Wills
  • Powers of Appointment
  • Estate Planning Recap
Course Conclusion
  • My top 5 best Personal Finance books
  • Financial blunders to avoid
  • Why meeting your financial adviser is important

Your Future of Financial Freedom Awaits

A word from the Author

Kobus van Dyk International MBA (IE Business School, Madrid | Spain), Bachelor of Accounting Sciences (University of Pretoria, South Africa), Certificate in Digital Transformation (Stanford University).

"As an entrepreneurial and growth-oriented Wealth Advisor with over 15 years of diverse experience, holding an MBA, BComm Accounting, and certified as a project management professional, I am deeply passionate about personal finances and financial literacy. I prioritize building strong, functional relationships with stakeholders at all levels, fostering open communication to ensure everyone is aligned in achieving our shared goals.

Creating positive cultures is crucial to me, as it strengthens morale and productivity among team members.

One of my strengths lies in articulating a clear vision and assembling committed teams to realize that vision while ensuring sustainability. By setting ambitious yet achievable goals, I implement plans, strategies, and initiatives to successfully reach targets within set time frames. Additionally, I constantly seek to optimize processes, challenging conventional practices and incorporating changes based on contemporary management strategies.

Your financial situation has the power to shackle you or set you free, and unfortunately, many people struggle with managing their money effectively, spending more than they earn, lacking adequate savings, and neglecting retirement planning.

While some factors are beyond our control, such as economic conditions and rising costs, there are many aspects we can influence - if only we had the knowledge.

That's where I come in... My mission is to empower individuals worldwide to improve their financial literacy. By developing these crucial skills, you can enhance your financial well-being and achieve your financial goals.

Reach out to me today, and let's begin your journey towards financial freedom."

Limited Time Only
R 750.00
R 2,125.00
60% OFF
Full Lifetime Access
or
Get Expert Advice from one of our Financial Advisors
Apply for a Free Consultation

Book a Consultation

Contact Us

Book a Consultation for Yourself

* indicates required

Book a Consultation for a Business

* indicates required

Contact Us

* indicates required

FREE DOWNLOAD

Unlock Your Full Financial Potential

Start shaping a secure financial future now. Download our free 'Financial MAP' guide to unlock essential strategies for wealth and stability. Claim your copy today!

Free Financial Resource

* indicates required