Short-term insurance

Managing personal finances is a challenge all of us face. The decisions and habits we form are often the biggest determinants of our financial futures. While earning more might seem to be the way to fulfil our financial needs, often the ability to get by on what we currently earn entrenches the best habits to building wealth. The financial wellness of employees is an important and often overlooked aspect of staff development.

Our Employee Financial Wellness Short Course will challenge and encourage you and your employees to apply practical techniques that can be used in perpetuity to build and grow wealth. Sound financial habits ensure a more productive and balanced staff member. This course can help your staff acquire the skills to be able to manage their personal finances more effectively and acquire the principles that are often applicable to the corporate environment.


Learning Outcomes

Upon completion of this course, students should be able to:

Understand the concept of financial freedom

Understand financial planning and related concepts

Explain various types of expenses

Construct a personal budget

Draw up a personal balance sheet

Differentiate between the various types of debt

Create a debt schedule

Understand how to deal with debt systematically

Set SMARTER financial goals

Implement a personal financial action plan

Understand the financial markets and investment asset classes


What are the benefits?

You will gain a deeper understanding of your personal finance and the financial markets

You will gain practical knowledge and skills to help you generate wealth and financial freedom

You will understand and be in control of your own investments


Details of the Courses

The cost of our courses is R4000

The course duration is one day

A personal study guide

Includes coffee/tea and lunch

You will receive a certificate of attendance on completion of the course

Includes the understanding and support of professional facilitators available after completion of the course


Who should attend?

People who want to gain an understanding of personal finance and investment

People who have an interest in the stock market but don’t know how to begin investing

People with investments who would like to understand the investment process and investment styles

People who are looking at a potential career in financial markets