Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Mini course
Start investing in five short lessons
How to use this mini course
Share it at the start of the tax year. Beginners understand the basics and trust your teaching.
What is inside
Lesson one: are you ready to invest?Investing is for money you will not need for at least five years.
Lesson two: the accounts to knowStocks and shares ISA
Lesson three: what a fund isA fund pools money from many people and invests in many companies at once.
Lesson four: why costs matterPlatform fee
Lesson five: set up your first monthly paymentCompare fees for your amount.
Three title ideas for your own version
Start investing in five short lessons
Investing for beginners, step by step
The first investment mini course
Where to promote it
Your newslettera post in the new tax yeara reply to someone asking where to start
What goes in a start investing mini course?
Five lessons: readiness checks, accounts, funds, costs and setting up a first monthly payment.
Make this mini course your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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Pick one, change the words, publish.
Free to start. No credit card.