Reesby Academy · Finance & Accounting Basics
Personal Finance for Professionals
Manage income, savings and super with a clear plan.
About this course
Many professionals earn well but still feel their money slips away. This course helps you set clear money goals, build a simple budget, start an emergency fund and understand how superannuation works. It is general information only and not personal financial advice. Where you need advice on your own circumstances, speak to a licensed financial adviser.
What you will be able to do
- You'll be able to set clear, specific money goals with dates attached
- You'll be able to build a simple personal budget that you can actually follow
- You'll be able to plan a savings and emergency fund step by step
- You'll be able to understand superannuation basics and know when to seek licensed advice
Course outline
- Your Money Goals7 min · Lesson notes, example, action task · 2-question quizGoals give your money a purpose. Specific goals with dates and amounts are far more likely to happen than vague wishes like 'save more'.
- Building a Personal Budget7 min · Lesson notes, example, action task · 2-question quizA budget is a plan for your money, not a punishment. A simple budget tracks income, fixed costs, flexible spending and savings, and it should be easy to maintain.
- Savings and Emergency Funds7 min · Lesson notes, example, action task · 2-question quizAn emergency fund protects you from unexpected costs, such as a car repair or a short period without work. Building it step by step makes the goal achievable.
- Understanding Superannuation Basics6 min · Lesson notes, example, action task · 2-question quizSuperannuation is the retirement savings system in Australia, funded largely by employer contributions. Understanding how it works helps you check your balance, fees and insurance. This is general information only.
- When to Seek Licensed Advice6 min · Lesson notes, example, action task · 2-question quizGeneral information can take you a long way, but some decisions need advice tailored to your situation. Knowing when to seek a licensed adviser protects you from costly mistakes.
- Tools you'll need6 min · Lesson notes, example, action task · 2-question quizPersonal finance tools can be simple and free. Choose tools that help you see your money clearly and keep you consistent.
- Careers & next steps6 min · Lesson notes, example, action task · 2-question quizPersonal finance knowledge is valued in financial advice, banking, accounting and client services roles. This lesson sets out where it can lead and how to check what the work is worth.
- Final quiz and certificate10 questions, pass mark 8 of 10. Pass to get your Reesby Academy certificate with a verification link.