Developed family financial management course outline

• Day: 2025-06-02
• Time: 21:05 to 22:00
• Project: Business
• Workspace: WP 1: Strategic / Growth & Development
• Status: In Progress
• Priority: MEDIUM
• Assignee: Matías Nehuen Iglesias
• Tags: Financial Management, Family Finance, Course Development, Digital Tools, Education

Description

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.

Evidence

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