Master Financial Terminology
Join our comprehensive webinar series and decode the complex world of financial language with practical insights from industry professionals
Learn from Real Experience
Financial terminology can feel like learning a foreign language — and honestly, that's because it pretty much is. After working with hundreds of clients across Australia, I've seen how the right knowledge transforms decision-making.
These webinars aren't academic lectures. They're practical sessions where we break down complex terms into everyday language, using real scenarios from Australian markets.
Whether you're just starting your financial journey or looking to sharpen your understanding, these sessions focus on terminology that actually matters in real-world situations.
Jasper Finnegan
Senior Financial Educator
Upcoming Sessions
Each session runs for 90 minutes with Q&A. All times are AEST. Sessions are recorded for participants who register.
March 15, 2025 — 2:00 PM AEST
Investment Fundamentals Decoded
We'll cover essential investment terminology including asset allocation, diversification, and risk assessment. Perfect for anyone who's ever felt lost reading investment reports or financial news.
April 8, 2025 — 7:00 PM AEST
Banking and Credit Essentials
Understanding credit scores, loan terms, interest calculations, and banking products. We'll use real examples from major Australian banks to illustrate key concepts.
May 22, 2025 — 2:00 PM AEST
Superannuation Simplified
Navigate super terminology with confidence. From contribution caps to pension phase, we'll explain the language that matters for your retirement planning.
June 12, 2025 — 7:00 PM AEST
Tax and Financial Planning Terms
Demystify tax-related financial terminology. Capital gains, negative gearing, franking credits — we'll break down what these actually mean for your situation.
Interactive Learning Approach
These aren't one-way presentations. Each session includes real-world scenarios, participant questions, and practical exercises that help cement your understanding.
Case Studies
Real examples from Australian financial markets and client situations
Q&A Sessions
Direct answers to your specific terminology questions
Resource Library
Downloadable glossaries and reference materials
Follow-up Support
Email clarification for concepts covered in sessions
Penelope Hartwell
Financial Communications Specialist
20+ years translating complex financial concepts into clear, actionable insights for Australian investors.
What Participants Learn
Practical Application
Understanding terminology is just the starting point. We focus on how these terms apply to real financial decisions you'll face. When someone mentions 'opportunity cost' or 'time value of money,' you'll know exactly what they mean and how it affects your choices.
Context Matters
The same financial term can mean different things in different contexts. We explore how terms like 'yield' or 'liquidity' change meaning depending on whether you're discussing shares, property, or fixed-income investments.
Avoiding Common Mistakes
Misunderstanding financial terminology can lead to poor decisions. We highlight the most frequently confused terms and provide clear distinctions. The difference between 'return' and 'yield' matters more than you might think.
Ready to Start Learning?
Sessions start in March 2025. Early registration includes access to preparatory materials and session recordings.
Register Your Interest