Advanced Financial Literacy | Onyx
For clients ready to build an empire with our Advanced course plan.
Course curriculum
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1
Section 1 - General Financial Literacy
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Module 1: Introduction to Financial Literacy
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Module 2: Financial Advisor or Self Managing?
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Module 3: Setting Up Financial Goals
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Module 4: Building an Anti-materialism Mindset
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Section 1 Workbook - General Financial Literacy
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2
Section 2 - Budgeting + Financial Health
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Module 1: Tracking Your Finances
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Module 2: Setting up a Savings Plan
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Module 3: Women's Superannuation 101
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Module 4: Managing and Consolidating Debt
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Section 2 Workbook - Budgeting + Financial Health
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3
Section 3 - Investing 101 + Wealth Generation
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Module 1: Introduction to Investing
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Module 2: Types of Investment Assets
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Module 3: Building an Investment Strategy
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Module 4: How to Start Investing
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Section 3 Workbook - Investing 101 + Wealth Generation
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4
Section 4 - Personal Development + Mental Health
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Module 1: Professional Development and Goal-setting
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Module 2: Introduction to Growth Mindset
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Module 3: Burnout and Stress Management
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Module 4: Managing Imposter Syndrome
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Section 4 Workbook - Professional Development + Mental Health
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5
Section 5 – Course Wrap-up and Further Reading
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Course Wrap-up
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Further Reading
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Post-course Feedback Survey
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Our Onyx Advanced course is designed to provide you with a complete foundation for planning, building and transforming your future financial goals, and provides unlimited access to all our toolkits, workbooks, templates and resources.
We’ve also included our advanced professional development bundle – which covers developing confidence in a professional context, goal setting, growth mindset, achieving your goals and plans independently, and managing your mental health.
To get started, you can purchase our Onyx course content bundle and work through the modules at your own pace.
If you have time, we’d love to hear your feedback with the survey included at the end of the course package, or feel free to leave us a review of your experience so we can adapt our offerings to serve you better.
Good luck, enjoy the experience and let’s start building your empire!
What our clients have to say
Completely changed how I think about my money habits!
“So incredibly impressed by the amount of knowledge and resources available in one platform! I really like that every component of the course makes me feel empowered (instead of overwhelmed) at the prospect of investing in my future self.”
So helpful!
"Incite has completely transformed the way I think about my finances."
Totally transformed my financial confidence :)
“I’ve gone from thinking this was a really daunting task, to feeling so much more confident in my financial decisions. There wasn’t a single stage of the course where I didn’t feel supported – Jessica has really created a fantastic coaching experience for women to take control.”
Disclaimer
All information and resources provided through Incite Wealth Coaching is general in nature, and is intended for educational purposes only.
Incite is not sponsored by, or linked to any affiliate financial products or services, and will never promote or recommend any specific financial products and services at any time. The aim and intention of Incite is first and foremost to empower our clients with tools and resources to make their own financial decisions, and to take their financial futures into their own hands.
The advice, educational materials and resources here does not constitute formal financial advice and we advise that you should always seek detailed professional advice from a reputable and fully licensed Australian financial services provider, who will tailor approaches, advice and planning to your specific needs as required.
Incite has taken all available steps to ensure that the information pertaining to Australian superannuation, taxation and financial advisory regulation is accurate and up-to-date as from our date of launch, and will continue to update all relevant information and details available when changes are made.