Master Long-Term Financial Planning

Build the skills you need to create sustainable budgeting strategies that work for real life. Our comprehensive program starts September 2025 and combines practical knowledge with hands-on experience.

Kieran Andersson, program graduate
This program changed how I think about money completely. The instructors don't just throw theory at you — they show you how to build budgets that actually stick. Six months later, I'm still using the frameworks they taught us.
Kieran Andersson
2024 Program Graduate

What Makes This Different

We focus on practical skills that you'll actually use, not abstract concepts that sound good on paper.

1

Real Budget Scenarios

Work with actual financial situations from Taiwan families and small businesses. No made-up examples — just real data that shows you how budgeting works in practice.

2

Tools That Work

Learn spreadsheet techniques, budgeting apps, and tracking methods that busy people can actually maintain. We test everything with real families first.

3

Flexible Learning Schedule

Evening classes twice a week, with weekend workshops once a month. Designed for working professionals who want to improve their financial planning skills.

4

Small Group Focus

Maximum 12 students per session. Everyone gets individual attention and feedback on their personal budgeting projects throughout the program.

Students working on budgeting exercises during class

How It Actually Works

Every week, you'll work on a different aspect of long-term budgeting. We start with the basics — understanding where your money goes — then move into planning for big expenses, emergency funds, and long-term goals.

  • Week 1-3: Track and analyze current spending patterns
  • Week 4-6: Build emergency funds that actually grow
  • Week 7-9: Plan for major purchases and life changes
  • Week 10-12: Create systems that work long-term
Stellan Magnusson, lead instructor

Learn from Someone Who's Been There

Stellan has helped over 200 Taiwan families create budgets that actually work. He spent eight years as a financial advisor before switching to education because he wanted to reach more people with practical knowledge.

15 years in financial planning • Certified Financial Educator
Budgeting workshop materials and resources