“Assets” learning path

Q: What does a learning path cover?

A learning path contains a selection of content, tips and tools on a broad topic. The aim is to build up and expand your financial knowledge step by step. The learning path consists of several modules, each of which covers a specific topic. The content can be accessed independently of the other modules. This means you can easily interrupt your learning journey and resume it at any time..

Q: What does a module cover?

Each module is dedicated to a specific topic within the overarching learning path theme. After a brief introduction, you’ll receive useful specialist knowledge via articles and tools that are clear and practical, allowing you to build up your knowledge on the specific topic.

Q: Can I sign up for multiple learning paths?

Yes, you can sign up for as many learning paths as you like. You decide whether you want to go through the learning paths in order or in parallel. The “Financial basics” learning path offers an ideal introduction to all the other topics.

Q: What happens after I sign up?

You will receive a confirmation email listing all the learning paths you’ve signed up for. We will send you a separate email for each learning path with links to the individual modules, allowing you to access each topic with a single click..

In this learning path, you will learn how to structure your assets in line with your life goals, while thinking about both the here and now and how to pass on your wealth.

Many women want more security and clarity when it comes to managing their assets. Our learning path helps you take responsibility and make informed decisions – for today, for tomorrow and for the next generation.

Depending on your life situation, different goals may be paramount: financial security in everyday life, scope for future plans or the question of what you want to pass on in the future. Wealth planning means linking your assets to these goals and being proactive.

Women in particular often underestimate their role in wealth planning or tend to leave financial decisions to their partners. However, factors such as higher life expectancy, career breaks or part-time work make it particularly important for women to proactively address their own wealth.

By structuring your assets at an early stage you will gain clarity, freedom of action and self-confidence, regardless of your lifestyle or how wealthy you are.

The “Assets” learning path guides you through four modules that build on each other. Your mentor, Anna, shows you how to assess your financial situation, develop a suitable strategy and align your assets for the short, medium and long term.

You will benefit from:

sound and clearly presented expert knowledge
a quick guide where you can note your goals and current situation
illustrative examples and graphics for guidance
a clear connection between goals, strategy and implementation

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“Assets” learning path

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Rating on Google as of 09 Jun 2026