Objective
Developments in the country have made in necessary for organisation’s to help their employees to manage personal financial risks by instilling in them financial literacy. Financial literacy is the ability to use knowledge and skills to manage financial resources effectively for a lifetime of financial wellbeing. The program will expose participants to the process of planning their spending, financing, and investing so as to optimize their financial situation. It will also expose them to the benefit of personal financial plan: a plan that specifies their financial goals and describes the spending, financing, and investing plans that are intended to achieve those goals.
Modules
Some of the modules we will cover include:
- Definition and clarification of concepts.
- How You Benefit From An Understanding of Personal Finance
- Components of a Financial Plan
- Budgeting and Tax Planning
- Liquidity Management
- Plan for Your Financing
- Plan for Your Investing
- The Principle of Performance Management
- Plan for Retirement and Estate
- How Financial Planning Relates to Cash Flow
- How to Develop a Financial Plan
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