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Courses

Financial IQ

Financial IQ is a Personal Finances 3-day Intensive course, totaling 18 hours, designed to cultivate a new mindset, guide you through practical steps, and provide an introduction to investing. Throughout the course, you will learn all the necessary steps to gain control over your finances, including a strategy to eliminate debt, saving techniques tailored to any income level, and how to define and achieve financial freedom through SMART planning.

This course is for you if:

  • You have difficulties saving.
  • You save a lot, but your money seems to disappear as soon as you start spending it.
  • You want to start investing but have no knowledge of “personal finances” and “investing.”
  • You have accumulated debts.
  • You want to start investing but don’t know where to begin.
  • You are afraid of banks, money, credit, or debt.
  • You desire a bright future.
  • You want to retire before the age of 65.
  • You have several subscriptions.
  • You don’t know how much you spent last month.
  • You want to achieve financial freedom but don’t know where to start.
  • The word “finances” sounds overwhelming.
  • Opening a bank account gives you anxiety.

After completing the 3-day course, you will have:

  • Increased your financial IQ
  • Made clear X-Ray of your current finances
  • Have a clear picture of your current Balance
  • Established a budget
  • Dispelled common myths about money
  • Defined and created a SMART short-term, mid-term or/and long-term financial goals, such as building a safety net, planning for homeownership, and a retirement plan (that potentially will allow you to retire before you are 65)
  • Developed a savings plan
  • Created a plan to eliminate debt
  • Acquired a clear strategy for continued financial management after the course
  • Taken necessary preliminary steps before diving into investment
  • Prepared for continued self-directed learning in investing

Additionally, you’ll have the opportunity to join a Mastermind for ongoing support in achieving your goals.

The course will be dynamic, incorporating group activities and individual practice sessions.

Here’s a breakdown of each day:

Day 1: Mindset (3 hours – 2-hour break – 3 hours)
Day 2: Action: Financial X-RAY, Calculate your Balance, Set your SMART goals, All about the best Savings Account in Sweden and how to open them, Debt exit plan (3 hours – 2-hour break – 3 hours)
Day 3: Introduction to Investment (3 hours – 2-hour break – 3 hours)

Online: 12, 13 and 14 of July 2024.

Schedule: 10:00-13:00 and 15:00-18:00

Language: English

Early Bird Price: 2.500 SEK 1.950 SEK

If you want to join, please send me an Email with your contact details at: laia.sepulvedagarcia@gmail.com