📅 2025-06-02 — Session: Developed Family Financial Management Course
🕒 21:05–22:00
🏷️ Labels: Financial Management, Family Governance, Education, Digital Tools, Course Development
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The primary goal of this session was to develop a comprehensive course on family financial management, focusing on educating families on managing their wealth and assets effectively.
Key Activities
- Proposed a structure for a technical document aimed at lawyers and accountants, focusing on financial management and family governance.
- Developed a guide for families to understand and participate in wealth management, emphasizing transparency and collaboration.
- Outlined a modular course for basic financial literacy, covering family governance and financial principles.
- Created content for the first module of the family management course, highlighting the importance of managing family assets and finances.
- Planned a section on the importance of financial management in a family context, including benefits and reflective questions.
- Recommended section lengths for a financial education booklet to enhance engagement and readability.
- Developed content for various sections of the course, including family wealth functioning, roles in asset management, and basic financial concepts.
- Provided insights into the use of digital tools like Excel and Google Sheets for efficient financial management.
Achievements
- Completed several modules and sections for the family financial management course, covering essential topics such as asset management, financial principles, and digital tools.
Pending Tasks
- Finalize the course content and review for clarity and coherence.
- Develop additional resources and exercises to complement the course material.