InstructorStratagemadmin
TypeOnsite Course
Seat0/0
PriceR 4950
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MAJOR OBJECTIVE

To provide awareness and skills in the management of personal financial life skills.  The programme facilitates the taking of responsibility for one’s own financial affairs with knowledge and confidence.

TRAINING METHODOLOGY

Pictorial graphics in a delegate workbook as well as a range of simulation demonstrations help delegates to understand concepts such as budgeting, inflation and interest.  Discussion exercises in small groups facilitates transfer of learning into the delegate’s life experience.

DURATION

Course duration is two days.  Presented in company.  Further programmes can be conducted by licenced instructors on a modular basis.

FOR WHOM INTENDED

All employees who have limited understanding of personal finance.  The programme does accommodate semi-literate and illiterate employees.

 

Section 1Salary Deductions
Lecture 1Pension/Provident Funds
Lecture 2SITE/PAYE
Lecture 3Medical Aid
Section 2What to do with My Salary
Lecture 4Banking
Lecture 5Budgeting
Lecture 6Saving or Borrowing
Section 3Major Purchases
Lecture 7Buying on Credit
Lecture 8Buying a House
Section 4Thinking Ahead
Lecture 9Insurance and Investments
Lecture 10Wills
Section 5The Financial Rescue Plan
Lecture 11Determining the extent of the problem
Lecture 12The Road to recovery