Financial Literacy Part 5: From Financial Stress to Financial Freedom

Introducing our Academy Learning Series: guided by experts, we consistently explore topics to help us enhance our skills!

All Academy Learning Series & Community Calls are complimentary for Digital Access Members. Recorded sessions will be available on our website!

In this Women of Hong Kong Academy Learning Series, you'll learn practical, actionable strategies to transform your relationship with money. Guided by expert Jemma Daley and sponsored by St. James's Place, we will explore essential financial topics to help you build confidence, break free from stress, and take control of your financial future.

✏️  Structure of Each Session (45 mins)

1. Warm Welcome & Recap (5 mins): Short check-in and tie-in to the previous month (if relevant).

2. Key Insights & Tools (15 mins): Bite-sized, practical advice women can use immediately.

3. Real Talk Q&A (25 mins): Safe, unrecorded space to ask anything without judgment.

4. Wrap-Up & Freebie (5 mins): Recap, bonus resource, and invite to connect with you for deeper support

🗓️ Academy Learning Series Schedule

Part 1: Sep 3 - Taking Control of Your Finances

• Focus: Get out of autopilot and into awareness.

• Learn: Assess spending, 3-step budgeting, why plans fail.

• Freebie: “Know Your Numbers” template & guide.

Part 2: Sep 24 - Breaking Free from the Debt Cycle

• Focus: Ditch the guilt and tackle debt with confidence.

• Learn: Good vs. bad debt, snowball/avalanche method, quit relying on credit.

• Freebie: Debt tracking & repayment planner.

Part 3: Oct 15 - Building Wealth: Saving & Investing Made Simple

• Focus: Go from saver to investor, even starting small.

• Learn: Why saving isn't enough, beginner investments, start growing money.

• Freebie: Beginner’s investing checklist + app/book recs.

Part 4: Nov 5 - Securing Your Financial Future

• Focus: Build long-term safety and peace of mind.

• Learn: Emergency fund formula, retirement truth, insurance basics.

• Freebie: Safety net worksheet + fund calculator.

Part 5: Dec 3 - From Financial Stress to Financial Freedom

• Focus: Tie it all together and set your 2026 goals.

• Learn: Create an action plan, break mindset traps, get professional help.

• Freebie: “2026 Wealth Roadmap” planning worksheet.

📌 About Our Expert:

Jemma Daley is a seasoned wealth manager and financial educator on a mission to empower women with the knowledge and confidence to take control of their financial destinies. With a career dedicated to demystifying the complex world of finance, she believes that financial freedom is not just about numbers on a spreadsheet, but about building a life of security, choice, and independence.

Jemma specializes in creating practical, jargon-free strategies that resonate with women at all stages of their financial journey. Her empathetic and straightforward approach helps break down the barriers of anxiety and overwhelm, transforming them into actionable plans for growth and security.

As your guide for this Academy series, Jemma combines her extensive industry expertise with a genuine passion for mentorship, providing you with the tools and support you need to build a brighter financial future.

https://www.linkedin.com/in/jemmadaley/

📌 About our Academy Learning Series:

An Academy Learning Series is a structured educational program designed to provide deep, lasting knowledge on a specific theme. Unlike a single webinar or workshop, an academy series breaks down a complex topic into manageable, progressive steps.

Think of it as a masterclass journey: each session builds on the last, guided by an expert, and is packed with practical tools and resources. It’s created for anyone who wants to move beyond surface-level tips and build a comprehensive understanding and actionable plan.

Key features of our Academy Series include:

• Expert-Led Curriculum: Learn from a vetted specialist who provides clear, actionable guidance.

• Progressive Learning: Master the fundamentals before advancing to more complex strategies.

• Interactive & Supportive Environment: Live sessions include Q&A for real-time problem-solving.

• On-Demand Access: Recordings and resources are typically available for members to revisit anytime, making it a valuable long-term resource.

  
  

All Academy Learning Series & Community Calls are complimentary for Digital Access Members.