📅 2025-06-02 — Session: Developed family financial management course outline
🕒 21:05–22:00
🏷️ Labels: Financial Management, Family Finance, Course Development, Digital Tools, Education
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal: The session aimed to develop a comprehensive course outline for educating families on financial management and governance.
Key Activities:
- Proposed a technical document structure for financial management aimed at legal and accounting professionals.
- Developed a guide to help families understand and participate in managing family wealth with transparency and collaboration.
- Outlined a modular course for financial literacy, focusing on practical examples and progressive learning.
- Created content for the first module on family administration, emphasizing the importance of managing assets and finances.
- Structured a section on family financial management, including benefits and reflective questions.
- Recommended section lengths for a financial education booklet to ensure engagement and readability.
- Provided insights into the importance of family financial management, highlighting key concepts and benefits.
- Developed a strategic plan for a course section on family wealth, focusing on objectives, structure, and style.
- Analyzed family asset management, addressing internal tensions and the need for clear rules.
- Explored roles and responsibilities in family asset management, discussing potential tensions.
- Introduced basic financial management concepts, including income, expenses, cash flow, debts, savings, and reserve funds.
- Provided instructional content on using Excel or paper for budgeting and expense categorization.
- Structured a plan for transitioning from paper-based to digital financial management tools, emphasizing modern tools like Excel and Google Sheets.
Achievements:
- Developed a detailed course outline and content for educating families on financial management, including practical tools and strategies.
Pending Tasks:
- Finalize the content for each module and section of the course.
- Develop supplementary materials and exercises for family engagement.
- Plan a pilot session to test the course content and gather feedback.