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orivelumaris

Financial Management Solutions

Financial Skills Development Curriculum

Build practical money management abilities through structured learning modules designed around real-world budget scenarios and planning strategies

Learning Track Overview

Our curriculum follows a progressive skill-building approach where each module builds upon previous knowledge. Students develop confidence through hands-on practice with budgeting tools and real financial scenarios.

1

Foundation Track

8 weeks • Self-paced with weekly check-ins
1

Budget Fundamentals

Understanding income, expenses, and basic categorization methods. Students learn to track spending patterns and identify areas for improvement.

2

Digital Tools Introduction

Hands-on practice with spreadsheets and budgeting apps. Focus on setting up systems that work for individual lifestyles and preferences.

3

Emergency Planning

Building starter emergency funds and understanding how unexpected expenses impact monthly budgets. Practical strategies for financial buffer zones.

2

Advanced Planning

10 weeks • Cohort-based learning
4

Goal-Based Budgeting

Learning to align spending with personal priorities. Students practice creating budgets that support both immediate needs and future objectives.

5

Debt Management Strategies

Understanding different approaches to managing existing debts while maintaining healthy spending habits. Focus on practical payment strategies.

6

Investment Basics

Introduction to different investment types and how they fit into long-term financial planning. Educational focus on understanding risk and diversification.

Practical Skills You'll Develop

Students work through real scenarios and case studies that mirror common financial situations. The curriculum emphasizes practical application rather than theoretical concepts.

Budget Analysis

Learn to review and adjust budgets based on changing circumstances. Students practice identifying spending patterns and making informed adjustments.

Financial Planning

Develop skills in setting realistic financial goals and creating actionable plans. Focus on breaking down large objectives into manageable monthly targets.

Tool Proficiency

Gain confidence using various budgeting tools and apps. Students learn to choose and customize tools that match their personal preferences and needs.

Decision Making

Build skills in evaluating financial choices and trade-offs. Practice scenarios help students develop confidence in money-related decisions.

Next Cohort: August 2025
Applications open in June 2025

Progress Tracking

Students maintain learning journals documenting their budgeting experiments and discoveries. Weekly reflections help consolidate new concepts and identify areas needing additional practice.

  • Personal budget experiments with real data
  • Weekly reflection submissions
  • Peer feedback sessions during group discussions
  • Self-assessment checkpoints throughout each module

Practical Application

Rather than traditional tests, students demonstrate learning through practical projects. Each module culminates in applying new skills to personal financial situations or case study scenarios.

  • Budget creation projects using different methodologies
  • Problem-solving exercises with realistic financial challenges
  • Tool comparison projects where students evaluate different apps
  • Presentation of personal financial planning strategies

Collaborative Learning

Students learn alongside peers in small cohorts, sharing experiences and strategies. Group activities focus on problem-solving and discussing different approaches to common financial challenges.

  • Small group case study discussions
  • Peer mentoring partnerships throughout the program
  • Group projects tackling household budgeting scenarios
  • Monthly virtual meetups for ongoing support and networking