Workshop: Content

Contents of workshops can be adjusted to target group requirements

Workshop I: Discover a RicherMe

  1. Money Myths: what they are and how they effect our financial decision making
  2. Principles of Success: the importance of goals, how to set them, planning, risk-taking, decison making, the role of persistance and self-discipline, and self-empowering
  3. Principles of Money Management: the money machine and how those principles can be used for effective money management

Workshop II: RicherMe Tracking
Introduction to the RicherMe Tracking Tool*

  1. Setting the Scene: how to set up a simple and functional bookeeping process
  2. Customising the Tracker
  3. Basic Transactions
  4. Using Optional Functionality
  5. Reporting: how to use the reporting tools and how to read reports

Workshop III: RicherMe Budgeting
Introduction to the RicherMe Budgeting Tool*

  1. Budgets: what they are and why they are useful
  2. Aligning Priorities with Financial Decison Making
  3. Actual vs Budget: effective use of the report

Workshop length: all 3 workshops normally take a min. of 3 h excl. breaks. They can be shortened, lengthened and broken up into modules depending on target groups and individual time schedules.

*Requires the purchase of the RicherMe Software.
  Special workshop bundle prices are available.

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