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DEPLOY LEARNING

  • Course
  • 75 Lessons

The DEPLOY Framework equip participants with the knowledge and skills to effectively manage debt, examine income and expenses, and create sustainable financial plans.
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Contents

Programme Learning Objectives
Preview
Self-Paced Learning
Preview
Typical Duration
Preview

Introduction

The Framework
Debt Review
Examine Income & Expenses
Plan System
Leakage Monitoring
Observe Patterns
Years Ahead
Quiz
Conclusion

Debt Review

Understand Your Debt (Part 1)
Understand Your Debt (Part 2)
Debt Worksheet.xlsx
Differentiate Between Good and Bad Debt (Part 1)
Differentiate Between Good and Bad Debt (Part 2)
Assess Your Debt Situation
Create a Debt Repayment Plan
Consider the Debt Snowball Method
Consolidate or Refinance Debt
Trusted Organisations
Case Study: Managing Debt - Sarah’s Journey to Financial Freedom
Model Answer.docx
Debt Review Quiz

Credit Record Review

Why Your Credit Score Matters
Step 1: Obtain Your Credit Report
Step 2: Understand the Components of Your Credit Report
Credit Inquiries
Public Records and Collections
Credit Score
Knowledge Check

EXAMINE

Track Your Income
Track Your Expenses
Categorize and Prioritize Expenses
Analyze Your Spending Patterns
Income_Expenses_Analysis_Worksheet.xlsx
Knowledge Check

PLAN STRATEGY

Set Financial Goals
Why Create a Budget?
Review Your Income
Allocate Your Income
Review Your Expenses
Using Apps and Spreadsheet Tools for Budgeting
Monthly_Budget_Worksheet.xlsx
Knowledge Check

LEAKAGE MONITORING

What is Leakage Monitoring?
Identify Financial Leaks
Recurring Leakages
Lifestyle-Related Leakages
Poor Financial Management Leakages
Practical steps to monitor and reduce leakages (Part 1)
Practical steps to monitor and reduce leakages (Part 2)
Practical steps to monitor and reduce leakages (Part 3)
Knowledge Check

OBSERVATION

What is Observation in Personal Finance?
Review Your Financial Habits
Set Up a Regular Review Schedule
Make Adjustments to Improve Financial Health
Track Your Progress
Knowledge Check

YEARS AHEAD


Pensions: Securing Your Future
Property Investments and Other Investment Options
Property Investments: Building Long-Term Wealth
Gold: A Hedge Against Inflation
Bonds: Low-Risk, Steady Returns
Stocks: Capital Growth and Dividends
S&P 500: A Smart Long-Term Strategy
Individual Savings Accounts (ISAs)
Protection Cover: Safeguarding Your Financial Future
Protecting Your Family Assets: Ensuring Legacy and Stability
Will/Testament
Estate Planning
Knowledge Check
The Balancing Act of Financial Freedom