Intermediate Financial Literacy | Amethyst
For clients ready to build a successful foundation for their future selves with our Intermediate 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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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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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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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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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 Amethyst Intermediate course is designed to provide you with an intermediate-level resources toolkit to pull together your financial health overview. In this course, we look at taking your first steps into investing 101 and wealth generation, working out your personal budget, optimising your cost of living and developing an outline for a personal savings plan.
We’ve also included our intermediate professional development bundle – which covers developing confidence in a professional context, goal setting, growth mindset and achieving your goals and plans independently.
To get started, you can purchase our Amethyst course content bundle below 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!
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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.