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I use supply and demand theory in my business to this day but no one taught me about personal finance. I learnt through books, courses that I paid to go on and through trial and error; the good old fashioned way. I have paid a high price for the skills I have developed and I think it is time I gave it all away for free...…...
I have been doing that with entrepreneurship for the last decade now. Giving away the course I wish I had when I was launching my business. Katie and I have decided to do this for personal finance next.
Free personal finance course
Katie is 36 and I am 41. We never have to work again if we don't want to. We have taken care of finances so that we can focus on other things that are more important to us. It took us countless hours of study, discussion and head scratching to learn how to master money, finance and investing. You would not believe the number of long walks we have been on around Basingstoke talking about investment strategies and tax!
Having started my blog a year ago and written more and more frequently about personal finance and financial independence I am ready to give away what we have learnt. This is our way of giving back and passing on the knowledge, habits and beliefs that we have spent years cultivating. We are launching Rebel Finance School (RFS). RFS is a personal finance course to help you get control of your finances and set yourself up for the future.
If you want to sign up and join us on the course there is a little form to put your email address in at the bottom of this page. Want to know more first? Keep reading
What are we planning?
We are planning an 8 module personal finance course called Rebel Finance School, to give you everything we wish we had known about financial independence and personal finance when we started. We are going to do it via zoom so that if we ever get to continue our nomadic adventures again we will still be able to run the course wherever we are in the world.
I have regularly run sessions for Rebel Business School on business structures & personal tax and for the last few years a few sessions on financial independence. Katie and I have never written and run a course together but we are excited to share what we have learnt. Plus I get to work with my lovely wife!
We mind mapped out everything we have learnt across the last decade of pursuing financial independence and have condensed it into a course. The modules are:
Each module is going to be a 90 minute zoom call and there will be homework in between! If you want to take control of your finances then you need to do the work!
Who is this for?
Can you answer these questions?
If the answer to any of these questions is "I don't know" then this course is for you. We want to help you get to grips with your finances and get on top of them.
Everything you want is outside your comfort zone; otherwise you would already have it!
Katie and i don't care who you are as long as you have a desire to take control of your finances and do the work to build a bright future. This course is designed to help you even if you are a complete beginner and have no financial knowledge at all.
Let's get uncomfortable together and start the conversation about money
What are the course objectives?
We have some big objectives for this course. Maybe we are being bold? We don't know! This is the first time we are doing this. These are the course objectives:
If any of that sounds interesting then sign up and get involved! Katie and I are excited to help you with all this.
What do we want from you?
We are going to be writing the course, organising everything and delivering it but this is a long, long way from a one way street. There is going to be work for you to do as well. The course is completely free in terms of £££s or $$$s. We just want to give away what we have spend a decade learning.
But there is a cost in time and effort from you. If you sign up we expect the following things from you:
Why learn from us?
Katie and I achieved financial independence at the ages of 35 and 40 years old and have had a huge amount of fun over the last nearly 2 years travelling the world and enjoying our time doing cool things with cool people.
We learnt about financial independence 6 years ago but have been working on making money and self-development for 2 decades. Katie was an actuary before she retired and I ran Rebel Business School. I have spent 12 years writing courses on presenting, presence, starting businesses and more and delivered them for companies like Microsoft, Westminster Council and Henley Business School.
Over the last 5 years we have been to courses on Financial Independence, read all the books, blogs and listened to all the podcasts. Not only that we have applied the techniques to our lives and have figured out what works and what doesn't. We have also learnt how to translate American to British English as most of the resources are from America.
Using these techniques we were able to retire 25 years earlier than average in the UK. We bought back 25 years of our lives so that we can travel, explore and do good.
We actually don't want you to trust what we are saying. We want you to learn from us, then do your own homework and take action. The best way to learn is to take action.
We are not financial advisors. We are not trained professionals. We are running this course to share what we have learnt over the years managing our own finances and to help you make better financial decisions.
You are responsible for your own financial decisions and no matter if you are taking advice from a trained professional or someone giving you a stock tip down the pub you need to do your homework! Please take control of your own financial future and do your own research.
We will share what we have learnt and our opinions but it is up to you to make your own decisions and do your own research.
Any advice we give on this course you follow at your own risk. We will ask you to sign a disclaimer at the beginning of the course to make sure that you understand that we are not trained professionals and you are taking this advice and implementing it at your own risk.
How to get involved
If I haven't put you off; then all you need to do is use the form below to sign up to the course. We will then send you an email with a short survey to fill out before the course so we know what you want us to focus on and links to the zoom meetings where we will holding the course.
For more information, follow the link below:
Frequently asked questions
Do I have to attend every session?
No you do not. Katie and I understand sometimes life gets in the way, but to get the most out of the course you should come to as many as you can. If you are really serious about managing your finances then come to every single one
Can I bring a friend?
Of course you can. The more the merrier! Katie and I go on all training courses together so that we both get the advantage of the information, we can discuss it and implement it together afterwards and it makes it more fun! Bring a friend, partner, son, daughter, niece or nephew with you! Please feel free to share this page with people that you think will need the course!
I have to fill out a survey after the course? What are you going to do with my data?
The survey will be anonymous and this is for our use to understand if the course helped or not. As this is the first time we are running the course Katie and I are very keen to learn how best to help you and other people. We want to learn as much as you do! We will never share your email or data with anyone. We use Mailchimp to store the data so that we comply with GDPR regulations.
What if I am on government benefits?
Katie and I are not experts on benefits and will not be able to help you in this area. We will help you get good with money and have sound financial plans but the specifics of government benefits are outside our area of expertise.
Are you going to sell me something at the end of the course?
We aren't going to sell you anything at all. We are doing this to help and give back. The only thing we ask for in return for the course is your participation and filling out the feedback forms.
I have no idea what a index fund is or how to work out cashflow! Do I need to understand finances before the course?
This course is designed to help you from the start. You need no prior knowledge at all and we will do our best to explain all the terms as we go. Come along, get involved and ask questions!