Module 1: Financial Foundations & Money Mindset
Building confidence and understanding the basics
Course Lessons
What Is Financial Literacy?
Understand what “financial literacy” really means, why regulators and employers care about it, and how stronger money skills can protect both you and the people you may someday serve in a professional finance role.
Your Money Story
Explore how your personal, cultural, and professional experiences with money shape the way you interpret financial information and interact with clients, colleagues, and your own goals.
Setting Financial Goals
Learn how to translate vague wishes into clear, time-bound financial goals using the SMART framework, and connect those goals to your values, career path, and risk tolerance.
Understanding Income and Net Worth
Learn how to calculate and interpret your income, expenses, assets, and liabilities so you can create a clear financial snapshot—skills that are foundational both for your own planning and for working with clients.