Golden Rules of Personal Finance Tutor LMS Course Build Sheet for ActiveGWellness.com

Course Description

This quick, practical course walks you through four simple rules that build real financial stability: pay yourself first, track everything, build multiple income streams, and protect your mindset. You’ll fill out the Golden Rules workbook as you go and leave with a clear action plan you can actually follow.

What You’ll Learn / Outcomes

• Set up a “pay yourself first” automation that saves/invests before you spend.
• Create a tracking system with clear spending categories and a weekly review routine.
• Identify and evaluate new income stream ideas using a simple decision framework (SAVED).
• Replace negative money thoughts with healthier defaults and daily gratitude habits.
• Complete a monthly progress review so you can improve without perfectionism.

Requirements

• A bank account (and/or a savings/investment account) you can automate transfers to.
• A tracking method: paper ledger, spreadsheet, or app (your choice).
• 10–15 minutes to complete each lesson activity.

Curriculum Outline

• Lesson 1 (10–15 min): Pay Yourself First – Set Your Automation
• Lesson 2 (10–15 min): Track Everything – Build Your Money Map
• Lesson 3 (10–15 min): Multiple Income Streams – Stability + Growth
• Lesson 4 (10–15 min): Enjoy the Ride – Mindset Matters
• Lesson 5 (10 min): Monthly Progress Review + Next Steps
• Quiz (5–8 min): Golden Rules Quiz (10 questions)
• Assignment (10 min): Automation + Tracking Proof

Disclaimer: Educational content only. This is not financial, legal, or tax advice. Encourage learners to consult a qualified professional for personalized guidance.

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