Raffles Legacy Learning
An Introduction and Primer on Family Finance and Investment
Financial literacy for the legacy family — the practical knowledge and templates to manage income, expenses, savings and investment with discipline from one generation to the next.
If you don't control your wealth, it will control you.
Course Epigraph
A Primer on Family Finance and Investment
Fully onlineSelf-pacedOn demandEstimated duration 4–6 weeks
Course overview
Financial literacy is one of the most critical foundations for continued family success — yet rarely taught in schools or at home.
This Foundation course is your practical starting point for organising and managing family finances and wealth. It works from a clear monthly budget to a classical approach to investor profile, asset allocation, and the "family financial ecosystem" — preparing you for a long and successful family wealth and legacy journey.
Who will benefit from this course
For the rising generation, the wider family, and those who advise them.
The journey you will take
Seven steps. From household budget to investment ecosystem.
By the end of the course you will have produced the core working documents for managing family finance with discipline — budgets, investor profile, allocation model, and the framework that ties them together.
Click any icon to see what you will learn
Module 01
Supporting course materials
Everything you will get from us to succeed in this course.
Course instructors
What you create here
The foundation of financial discipline
your family can rely on for decades.
By the end of this course you will have the practical knowledge and core documents to manage revenue, costs, savings and investment with discipline — the financial foundation that every other element of legacy strategy depends on.
Day-to-day discipline
A clear monthly budget, expense tracking, savings policy, and the discipline to distinguish wealth-building decisions from wealth-eroding ones — with a Student Budget for younger family members starting their journey.
Long-term wealth thinking
Your philosophy of wealth, investor profile, S-curve asset allocation, an overview of asset classes including sustainable and impact investing — and a clear map of the family financial ecosystem you rely on.
For younger members of the family, preparing a Student Budget can begin the journey to responsible stewardship of personal and family wealth across a lifetime.
Take control of your wealth
Build the financial discipline and investment framework your family will rely on for generations to come.
CHF 1,500
Get it now →Enrollment is open year-round. Access to the CourseBook and templates is immediate.