Financial Literacy Course

What you'll learn

Learn to take control of your finances and build long-term wealth with our Finance & Investment short courses in Sydney!

Money influences almost every aspect of our lives, yet few of us receive practical education about how to manage it well. Whether you're looking to get ahead financially, buy your first home, invest more confidently, prepare for retirement, or simply make smarter decisions with your money, this comprehensive 9-week course will give you the knowledge and confidence to plan your financial future.

Guided by an experienced property investor and financial educator, you'll explore the key principles of personal finance in a practical, easy-to-understand way. You'll learn how to manage cash flow, reduce debt, understand investing, grow wealth, protect your assets, and plan for major financial milestones. Along the way, you'll examine real-world examples, practical strategies, and common financial mistakes to avoid.

Rather than focusing on quick fixes or complicated financial jargon, this course provides a clear framework for making informed financial decisions throughout every stage of life. Whether you're just starting your financial journey or looking to strengthen your existing knowledge, you'll leave with practical tools, greater confidence, and a clearer roadmap for achieving your financial goals.

Learning outcomes

By the end of this Financial Literacy course, participants will have developed practical skills and knowledge in areas such as:

• Developing practical budgeting and cash flow management strategies
• Understanding how to reduce and manage personal debt effectively
• Evaluating different investment options and building a diversified portfolio
• Planning for major financial goals, including buying property
• Understanding insurance and risk management strategies
• Maximising the benefits of superannuation and retirement planning
• Developing greater confidence when making financial decisions

Course content

What will be covered in this Financial Literacy course?

During the course, participants will be guided through key concepts, techniques and approaches that typically include:

Managing your money

• Budgeting and cash flow management
• Tracking expenses and building emergency savings
• Developing sustainable financial habits

Managing debt

• Understanding good debt versus bad debt
• Debt reduction and repayment strategies
• Avoiding common financial traps

Property and home ownership

• Preparing to purchase your first property
• Understanding borrowing capacity and loan options
• Planning for upfront and ongoing costs

Investing fundamentals

• Investment principles and risk
• Diversification and asset allocation
• Dollar-cost averaging and long-term investing
• Building wealth over time

Protecting your financial future

• Personal insurance and risk management
• Protecting income and assets
• Planning for unexpected life events

Family financial planning

• Saving for children's education
• Tax-effective savings strategies
• Planning for future financial goals

Superannuation and retirement

• Understanding superannuation contributions
• Investment options within super
• Retirement income strategies
• Introduction to self-managed super funds (SMSFs)

Content may vary slightly depending on class pace, participant interests, and instructor approach.

Intended audience

Who is this Financial Literacy course for?

This course is suitable for anyone wanting to improve their financial knowledge and make more informed money decisions, including:

• Adults looking to build stronger personal finance skills
• First home buyers
• New and experienced investors
• Individuals planning for retirement
• Small business owners
• Parents planning for their family's financial future

No prior financial knowledge is required.

Course materials

What to bring to class

• Notebook and pen
• Calculator

Additional information

Please note the following:

• No prior financial knowledge required.