Smart Money Essentials

Smart Money Essentials

 

WHAT

Smart Money Essentials is our most popular and comprehensive course. Practical and hands-on, it equips you with extensive knowledge and an immediately actionable plan for reducing your financial stress and directing money to your priorities. Whether you’re completely lost in matters of finance or simply seeking confirmation that you’re on the right track, this course is the perfect start for taking your life in the desired direction. 

Course Outline

2 Minute Audio Clip

1 Hour Free Preview Recording

 

WHO

This course is for women who want to be more confident and astute in managing their finances, including those working with a financial advisor. It particularly appeals to women looking for the following:

  • A clearer understanding of life priorities and how to customize finances accordingly

  • A financial plan that is simple, flexible and powerful

  • The ability to assess the financial risks and opportunities of life choices

  • The knowledge and vocabulary for evaluating financial products

  • A more empowered relationship with a financial advisor and/or spouse

 

 

WHY

Mere fiddling with finances puts life on hold. Taking charge of finances is often simpler than we think and more powerful than we imagine. The personal, interactive and graduated approach used in this course lets you learn comfortably, redefine your relationship with money and jump-start the process for achieving your goals.

 

HOW

Register for your preferred format below or contact us about a workshop for private groups.

Special Offer: Register with a friend for the weekend workshop and each receive $25 off.

   

Weekend Intensive

Condensed learning. One and a half days of instruction, assignments, personalized guidance and Q&A. Face-to-face peer support. A 140-page learning guide mailed in advance, including audio and worksheets. 

Date: Apr 21 - 22, 2012

Time: Apr 21st 9:30 am - 4:00 pm | Apr 22nd 9:30 am - 1:00 pm

Location: 3762 10th Ave. W., Vancouver, BC V6R 2G4

Facilitated By: Karin Mizgala and Sheila Walkington, Co-Founders of Women's Financial Learning Centre

Cost: $375+GST/HST

   

Home Study + Hotline

Independent learning at your own pace. A 140-page learning guide mailed in advance or downloadable, including audio and worksheets. Free access for three months to the monthly Q&A Hotline for support from accredited financial advisors. 

 

Downloadable Version

$127+GST/HST 
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Printed Version

 $157+GST/HST

 

 

Contact Us 

  • To request email notification when new dates become available

  • To organize a private course with your friends or colleagues

  • To further assess whether this course is right for you

 

 

"Since the course began I have: paid down the remainder of my debt, tracked my expenses for two months to better understand my spending habits, increased my monthly RRSP contributions, and opened an ING Savings Account for my travel fund.

I feel more aware of the choices I make around spending money.  I feel ready to meet with a financial advisor to set up a plan that will help me achieve my investing and retirement goals. In general, I'm trying to allocate my money more efficiently so that I don't end up spending it on unnecessary items"

~ Kristin J

 

"The changes I made because of the course were significant! I now own a townhouse and am well on the way to paying off my entire debt for a new home, car, appliances, special assessments, etc. within 14 years. This means I will be debt-free by retirement, with a nice nest egg which won't be huge but will allow me a certain amount of financial security. And I’m still able to enjoy my life today. All this is not something I thought I could achieve since my divorce four years ago.  Amazing what you can accomplish with clearly defined goals and a detailed but flexible plan."

~ Gail

 

"My relationship to and with money has transformed through my work with the Women's Financial learning Centre.  I am so happy to be in this new place of awareness and perspective. I now see everything with a new lens. It has been a liberating and empowering process over these last few years.
 
Thank you Karin and Sheila for being the catalysts to this journey and so instrumental in this process."

 ~ Rachel Speiran, Environmental Consultant