Methodology
A structured approach to financial education that begins with where you are, builds what you need, and applies it to your actual context — not a hypothetical one.
The Core Principle
Financial education for impact organizations only works when it acknowledges the specific nature of those organizations. A B Corp is not a conventional business with extra reporting requirements. It is a fundamentally different kind of entity — and its financial education needs to reflect that.
Sustemado's methodology is built on three premises. First: financial literacy is learnable by anyone with the motivation to develop it. Second: the frameworks must fit the context. Third: learning happens through application, not through passive reception of information.
Four Phases of Learning
Each program follows a progression that builds from awareness to capability to communication.
Diagnosis
Before any curriculum is delivered, participants map their current financial literacy. This is not a test. It is a tool for identifying where attention is most needed — across indicator management, planning, and communication.
Framework Building
Core conceptual frameworks are introduced and worked through in detail. These include indicator selection matrices, scenario planning templates, rolling forecast structures, and stakeholder communication frameworks adapted for dual-bottom-line reporting.
Contextual Application
Frameworks are applied to real-world Argentine impact business situations. Participants work through exercises drawn from actual organizational contexts. Economic volatility, peso dynamics, and hybrid governance structures are all integrated into the application layer.
Communication Practice
Financial literacy is only complete when you can communicate what you know. This phase covers how to translate the same underlying data into appropriate narratives for investors, impact funders, community stakeholders, and internal teams.
What the Curriculum Covers
Economic Indicator Selection
How to identify the indicators that actually matter for your organization type. Which financial ratios apply, which do not, and how to build a monitoring system you will actually use.
Scenario Planning for Volatile Contexts
Building multiple financial scenarios rather than single-point forecasts. How to structure optimistic, base, and stress scenarios for Argentine economic conditions, and how to make decisions across them.
Rolling Forecasts and Adaptive Budgeting
Moving beyond annual budgets toward continuous planning cycles. How to build forecasts that update as conditions change, without losing the discipline that budgeting provides.
Stakeholder-Specific Reporting
How to present the same financial reality in different ways for different audiences. The investor narrative, the funder narrative, the community narrative, and the internal management narrative all draw from the same data but serve different purposes.
What This Is Not
Clarity about scope is part of the methodology itself. Sustemado does not offer regulated financial consulting. We do not advise on specific investment decisions, tax strategies, or financial operations. We do not intermediate in financial transactions of any kind.
What we offer is education: the knowledge, frameworks, and tools to understand your organization's financial situation and communicate it effectively. Participants leave with greater capability to work with their own financial advisors, accountants, and boards — not as a replacement for those relationships.
This distinction is not a limitation. It is the foundation of the trust that makes the learning effective.