Course curriculum

  • 01
    Introduction
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    • Introduction
  • 02
    Module #1 - Why you need a budget
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    • 1.0 Module #1 Outline
    • 1.1 Why you need a budget
    • 1.2 Why it matters in your 20s and 30s
    • 1.3 Where it fits in your financial plan
  • 03
    Module #2 - Why traditional budgets fail and what you should do instead
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    • 2.0 Module #2 Outline
    • 2.1 Why you shouldn't think about needs and wants
    • 2.2 Think instead about how it makes you feel
    • 2.3 Getting the balance right - the 50/30/20 rule
  • 04
    Module #3 - Where are you at right now?
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    • 3.0 Module #3 Outline
    • [Download] Your Life Sherpa budget tracker
    • 3.1 Review where you are actually spending now
    • 3.2 [Exercise] Track your spending for 30 days
  • 05
    Module #4 - The Big 4 expenses
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    • 4.0 Module #4 Outline
    • 4.1 The best ways to afford small expenses is to economise on large expenses
    • 4.2 Your home
    • Saving on your home
    • 4.3 Insurance
    • Saving on your insurance
    • 4.4 Utilities
    • 4.5 Your daily drive
  • 06
    Module #5 - Optimising the rest
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    • 5.0 Module #5 Outline
    • 5.1 [Exercise] The PEARL Method
    • 5.2 [Exercise] Understand the real exchange rate - hours into dollars
    • 5.3 [Exercise] Managing impulse or recreational shopping
  • 07
    Module #6 - Your Emergency Stash
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    • 6.0 Module #6 Outline
    • 6.1 Why you need an emergency stash
  • 08
    Module #7 - Your Banking System
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    • 7.0 Module #7 Outline
    • Sherpa's Money Kit Bag - Your guide to setting up your banking system
    • 7.1 Setting up your banking system
  • 09
    Module #8 - Review and revise
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    • 8.0 Module #8 Outline
    • 8.1 [Exercise] The 7 day cash diet
    • 8.2 Reviewing your budget
    • 8.3 What to do when you get off track
  • 10
    Your new beginning
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    • Congratulations