The Complete Financial Literacy Masterclass
24-Week Roadmap
Estimated Time Commitment:
● 8–10 hours/week
● Approximately 200–240 hours total
This is a 24-week, self-paced curriculum guide; you can use my notes to help guide you along
the learning process. I structured it so each week builds naturally into the next, with increasing
complexity and repeated review. The course is divided into six units, progressing from
understanding money → managing money → growing wealth → protecting wealth →
advanced finance → creating a lifetime financial plan.
By the end of the 24-weeks, you should be able to:
❖ Read and understand your own financial statements.
❖ Build and maintain a sustainable budget.
❖ Manage debt strategically.
❖ Understand credit and improve your credit profile.
❖ Invest confidently using diversified, evidence-based strategies.
❖ Evaluate retirement accounts and long-term savings plans.
❖ Analyze mortgages, loans, and real estate opportunities.
❖ Understand taxes and basic tax-planning concepts.
❖ Choose appropriate insurance coverage.
❖ Recognize common financial scams and protect your identity.
❖ Build multiple income streams and evaluate entrepreneurial opportunities.
❖ Create a personalized financial system that you can use for decades.
Rather than simply learning financial concepts & math equations, this roadmap is designed to
leave you with a living financial playbook—a system you can revisit and refine as your
income, goals, and life circumstances evolve.
🎉
Without further a-do, happy studying and I hope you learn some new skills while gaining
financial knowledge along your journey!
***If you were satisfied with this easy-to-follow [blank] or found it to be beneficial, please
consider sending me an email @ to let me know! I appreciate all
responses and will respond to you as soon as I can.
, Unit 1 – Financial Foundations (Weeks
1–4)
Goal
Understand how money works and build a strong financial mindset.
Week 1 – The Psychology of Money
Focus
● Why people become wealthy
● Behavioral finance
● Scarcity vs abundance mindset
● Opportunity cost
● Delayed gratification
● Compound interest
● Net worth
You'll Learn
● Why financial success is primarily behavioral
● How habits influence long-term wealth
● How to calculate your current financial position
Mini Project
Create your personal financial dashboard.
Week 2 – Financial Statements & Cash Flow
Focus
● Income Statement
● Balance Sheet
● Cash Flow Statement
● Assets
● Liabilities
● Equity
You'll Learn
24-Week Roadmap
Estimated Time Commitment:
● 8–10 hours/week
● Approximately 200–240 hours total
This is a 24-week, self-paced curriculum guide; you can use my notes to help guide you along
the learning process. I structured it so each week builds naturally into the next, with increasing
complexity and repeated review. The course is divided into six units, progressing from
understanding money → managing money → growing wealth → protecting wealth →
advanced finance → creating a lifetime financial plan.
By the end of the 24-weeks, you should be able to:
❖ Read and understand your own financial statements.
❖ Build and maintain a sustainable budget.
❖ Manage debt strategically.
❖ Understand credit and improve your credit profile.
❖ Invest confidently using diversified, evidence-based strategies.
❖ Evaluate retirement accounts and long-term savings plans.
❖ Analyze mortgages, loans, and real estate opportunities.
❖ Understand taxes and basic tax-planning concepts.
❖ Choose appropriate insurance coverage.
❖ Recognize common financial scams and protect your identity.
❖ Build multiple income streams and evaluate entrepreneurial opportunities.
❖ Create a personalized financial system that you can use for decades.
Rather than simply learning financial concepts & math equations, this roadmap is designed to
leave you with a living financial playbook—a system you can revisit and refine as your
income, goals, and life circumstances evolve.
🎉
Without further a-do, happy studying and I hope you learn some new skills while gaining
financial knowledge along your journey!
***If you were satisfied with this easy-to-follow [blank] or found it to be beneficial, please
consider sending me an email @ to let me know! I appreciate all
responses and will respond to you as soon as I can.
, Unit 1 – Financial Foundations (Weeks
1–4)
Goal
Understand how money works and build a strong financial mindset.
Week 1 – The Psychology of Money
Focus
● Why people become wealthy
● Behavioral finance
● Scarcity vs abundance mindset
● Opportunity cost
● Delayed gratification
● Compound interest
● Net worth
You'll Learn
● Why financial success is primarily behavioral
● How habits influence long-term wealth
● How to calculate your current financial position
Mini Project
Create your personal financial dashboard.
Week 2 – Financial Statements & Cash Flow
Focus
● Income Statement
● Balance Sheet
● Cash Flow Statement
● Assets
● Liabilities
● Equity
You'll Learn
