Holiday 3-Day Money Boot Camp
This 3-session class has learners learning about saving and spending money in preparation for the holidays
Alexandra Valdal, CFP ("Mrs. Alyx")
Average rating:
4.9
Number of reviews:(93)
What's included
3 live meetings
2 hrs 15 mins in-class hoursAssignments
1 hour per week. Assignments are optional for learners but will include writing down goals and creating a sample budget on their own.Progress Report
Learnerd will receive feedback on their progress on the in-class and optional assignments.Class Experience
This class will cover the basics of money skills and financial goal setting in the context of the holidays in North America (November/December). What IS money? How do we earn it and save it? What is the difference between needs and wants? What does “future you” do with money? Mrs. Alyx is a CFP professional and financial planner/money coach who has taught money and finance classes from preschool to College level. Using interactive visuals and questions, learners will bring their own experiences to class. Kids love coming up with ideas on what their financial lives will look like in the future, and in this class, we’ll touch on building those skills of talking about money, visualizing, and making a plan!
Learning Goals
Over 3 sessions, learners will learn about money basics (saving, planning) and creating a budget for future spending.
Syllabus
3 Lessons
over 1 WeekLesson 1:
Money Basics
We'll be discussing the concepts of needs & wants, earning money, saving money, values & priorities. 45 mins online live lesson
Lesson 2:
Holiday Money Decisions
Looking at our cashflow (money in/money out) and spending is the first thing to do, before creating a budget. How can we plan for spending (not just during the holiday season, but all year)? 45 mins online live lesson
Lesson 3:
Money Management
Keeping track of our money everytime we receive it (or spend it) is good practice. This class, we will be continue with the holiday budget and look at tools for keeping on top of finances. 45 mins online live lesson
Other Details
External Resources
Sources
A PDF workbook is included with this course.
Joined April, 2021
4.9
93reviews
Teacher expertise and credentials
Mrs. Alyx has a Canadian Certified Financial Planner designation and over 17 years in financial planning and teaching.Reviews
Live Group Class
$55
for 3 classes3x per week, 1 week
45 min
Completed by 3 learners
Live video meetings
Ages: 7-11
1-4 learners per class
