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Wealth Angels

Wealth Angels - MoneyWise - Entrepreneurs

Wealth Angels - MoneyWise - Entrepreneurs

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Created by experts in finance and adult education, this programme provides entrepreneurs with education about money so that they can learn the basics of money in an engaging and manageable way.

Aimed at men and women entrepreneurs, participants will gain both knowledge and confidence to grow financially and become role models in their businesses.

Delivered across 6 weekly 60 minutes online interactive sessions, this programme provides the first steps in financial knowledge to build confidence in making sound decisions about spending, saving, and investing.


Benefits of Attending MoneyWise Entrepreneur

  1. Financial literacy helps participants understand the value of money and the importance of planning and budgeting. This can lead to more responsible spending habits as you grow.
  2. Teaching you about finances can help you develop critical thinking skills and problem-solving abilities that benefit your business.
  3. Financial literacy can help develop a sense of business independence, responsibility and confidence to make rational business financial decisions.
  4. Learning about finances can help you make better business decisions about your business earning capacity now and long term.
  5. Financial literacy can help you avoid business financial mistakes and business debt in the future while giving you the wisdom that can help you spot and avoid detrimental impacts scaling your business idea.
  6. Efficient and effective learning about finances enables you to become financially successful and have realistic expectations for yourself and your business.
  7. Financial literacy can help you support and develop the capacity and capital to give to others and develop your business' social responsibility.
  8. Good money management will also help you understand the consequences of your actions and the importance of planning. 
  9. Financial literacy can help you become a wiser business owner by understanding the core components that enable you to succeed, live your dreams and leave a legacy.


Course Summary


Training Lead Rebecca Ellis
Number of Sessions 6
Level
Beginner/Basics
Method Online
Location Zoom
Timings Every Wednesday starting date TBC


What You Will Learn

  • Introduction to the principles of money management for entreneurs
  • Understanding funding and planning for success
  • Basic concepts of finance for founders
  • Investment and risk made simple
  • Human behaviour and making money decisions
  • Managing financial and legal challenges from business creation
  • What is Crypto?
  • What is sustainable finance and why does it matter?
  • What the Impact? Funding a better future
  • Gain access to resources, tools and ongoing support for the future
  • Networking during and after the course


Our Social Impact Gratitude

We believe in the power of community.

  • In support of our community, we are giving 10% of our sponsorship income to education school leavers on financial literacy as they start their journey through University. Learn more 


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Rebecca Ellis

Delivered by Rebecca Ellis

DIRECTOR AND TREASURER, PURPOSEFUL INNOVATORS CIC | FOUNDER/EDUCATOR, WEALTH ANGELS GLOBAL | ARIF QUALIFIED | SWISS-BASED INDEPENDENT FINANCIAL ADVISOR | FOUNDER, REBECCA ELLIS CONSULTANCY | CO-FOUNDER, BLUE TIGER EYE WELLNESS | CONSULTANT, HOUSE OF BEAU LLC | SWISS EX-INTERNATIONAL WOMEN'S RUGBY PLAYER | RCMG CERN WILD CATS WOMEN’S RUGBY PLAYER

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About Rebecca Ellis

Rebecca is a wealth management expert with a passion for her clients’ prosperity. She is a British citizen and has been living and working in Switzerland since 2007. With over 20 years of experience in international private banking and wealth management, she has worked for several firms in London and Zurich, her primary location is Geneva. Rebecca has worked with clients from all over the world, specialising in the African market.

Rebecca uses her expertise in the discipline of behavioural finance to help clients understand their emotions and make sound financial decisions that align with their financial needs and vision. Incorporating these practices since 2008, Rebecca’s clients benefit from a committed and long-term successful relationship with her, working directly, with their family offices or through their expert legal or tax advisors.

An ex-international sportswoman, Rebecca is a pro when it comes to team dynamics and high performance. Being involved in rugby XVs since 1998, she is an active player for RC Cern Wildcats female XVs and Leman Flames 7s teams.