The following outline highlights some of the key learning points from our Personal Financial Management skills programme. As part of your training program, we will modify content as needed to meet your business objectives. Upon request, we will provide you with a copy of the participant materials prior to the session(s).
Personal financial planning, in the broadest sense, is an effort to manage all aspects of a person’s financial affairs. This begins with planning family spending (financial goals and budgets) and extends through to risk management (insurance), taxes, wealth accumulation, investing and, finally, wealth distribution (retirement and estate planning). This course gives participants a foundational knowledge of these and provides practical tools for managing personal finances.
At this program’s conclusion, participants should be able to: