Budgeting Made Simple
This course is designed to build on your knowledge and understanding of budgeting and equip you to become more actively engaged with your money.
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Description
Course fee
This course offers a course fee subsidy through funding from the Tertiary Education Commission (TEC) for NZ citizen and permanent migrant adults, their partners on work visas or visitor visas, and refugees. To qualify, registrants should be over the age of 16 years and not currently enrolled in a secondary school. We need to collect extra information such as age, ethnicity, educational achievement and gender for statistical purposes. You must also provide evidence of NZ citizenship, residency or refugee status if requested. A condition of accepting a course fee subsidy is that you commit to at least 80% attendance of your course. The subsidised course fee is $15.
About the course
This course is designed to build on your knowledge and understanding of budgeting and equip you to become more actively engaged with your money. Learn the core foundations of building a sustainable budget/plan and gain an understanding on boundaries that protect you from getting into debt and at the same time assist you to grow your savings consistently. You will learn why most budgets fail and how to correct this, your personal tolerance for debt and how to save consistently as well as how to identify your money habits. A Q&A session included at the end of the course will help fill in any gaps from the course.
Expected learning outcomes
- Know how to plan, monitor, and review a successful budget
- Learn what is a ‘Minimum Savings Capacity’ and how it works
- Know how to calculate your tolerance for debt at any time
- Learn how to identify both good and bad money habits
What to bring
Pen and paper for note-taking. Each individual or couple will need to buy a workbook directly from the tutor for $10. This workbook will form the basis of your personal or family budget.
Who should attend?
If you have attempted budgeting before and it has never quite worked, this course will not just help you understand why, but fix it so you can budget successfully. This course is also great for those who are going through life thinking "I earn good money; I just can't seem to save". Attending this course will help you understand why that is, and will give you the solution too.
About the tutor
Following 10 years as a mortgage advisor I left the industry to focus on coaching individuals with personal money management. With an increasing focus in the industry to build financial literacy, there was a gap between that knowledge and application. My goal was to create a program that could help individuals connect the knowledge to engagement.
Since 2014 I have assisted hundreds of individuals to become more actively engaged with their personal finances empowering them to achieve things they never thought possible.
