Personal Financial Plan
A one-page plan students build and can defend, with budget, goals, protection and a starter portfolio.
Master money, end to end.
A six-week applied bootcamp for Grades 11 and 12. Beginner in, capable out, with a real personal financial plan to show for it. Everything runs on one continuous fictional case, so nothing stays abstract and no real money is ever at risk.
Four hours each week, with one clear progression from basics to plan.
Tight notes, short videos, simulations and checkpoints built around Sana's case.
Three milestones stack into one final capstone.
A personal financial plan that the learner can defend.
Students leave with a finished plan, a certificate, a portfolio of real work, and money fluency that is durable and rare for their age.
A one-page plan students build and can defend, with budget, goals, protection and a starter portfolio.
A verifiable certificate in financial literacy, useful for school profiles and applications.
Checkpoints and milestone outputs saved into a shareable body of work for applications.
One continuous story takes students from a first payslip to a complete personal financial plan. Each week builds the next part of Sana's financial life.
Understand money, banks, interest, inflation, payslips, tax and monthly cash flow.
Use accounts and UPI safely, understand debt, and spot scams before they hurt your money.
Build goals, understand compounding, choose protection and learn where money grows.
Learn shares, indices, mutual funds, factsheets, SIPs and how to see through hype.
Assemble budget, protection, goals and investments into one coherent money plan.
Turn every milestone into one defensible, one-page personal financial plan.
Open any chapter to see what it covers, what you will be able to do, and the milestone you build.
Explain how banks, interest and inflation move your money, read a payslip, understand tax basics and build a monthly budget.
Pick the right account and payment method, judge whether debt is worth it, and spot common scams before they hurt your money.
Project how goals grow over time, decide what protection a young earner needs, and rank asset classes by risk and return.
Explain how markets and shares work, read a fund factsheet, understand costs, and evaluate a fund or stock pitch on merit.
Assemble one coherent money plan, set a review rhythm and recognise the behavioural traps that derail financial decisions.
A defensible, one-page personal financial plan with the reasoning behind every call: budget, protection, goals and starter portfolio.
Every week uses the same learning loop, built around Sana's live case, so students see the idea, apply it, and prove that the skill stuck.
A tight note builds the idea from first principles before the learner sees it in action.
A short video works the idea through on Sana's live case, so the concept never stays abstract.
A simulation on real data lets the learner build the analysis instead of only reading about it.
A checkpoint confirms that the skill stuck before the student moves to the next part of the plan.
The milestones come together into one personal financial plan, with the reasoning behind every call.
I finally understood payslips, tax and why idle cash loses value. It felt practical from the first week.
The Sana case made every topic simple. Budgeting, credit cards and scams all connected to one real story.
The final plan gave me something I could actually show and explain. It was not just theory.
I learned how to judge a SIP and see through investment hype. That was the most useful part for me.
Six weeks turned money from a confusing topic into a plan I can review and improve every month.