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.

 

Retirement Funding

SITE/PAYE

Medical Aid

UIF

Garnishee Orders

Administration of the Courts

Insolvency and Liquidation

The purpose of banking

Basic banking services

Other banking services

Banking: Money saving tips

Steps in Budgeting

Essential Expenses

Non-Essential Expenses

How to draw up and manage a budget

Reviewing the budget

Instalment Sale Agreement

Buying a house

Buying a vehicle

Tips for managing your credit

Saving and compound interest

Savings options

Emergency fund

Insurance

Life Assurance

Marriage and Money

Wills and Testaments

The Financial Rescue Plan

The Road to Recovery

Setting Financial Goals

Forms for use in goal setting, budgeting & financial control

Pension Fund Adjudicator

Council for Medical Schemes

Ombudsman for Banking, Credit Information

Ombudsman for Financial Advisory & Intermediary Services

Ombudsman for Short Term Insurance, Long Term Insurance

The National Credit Act (1 July 2007)

 

Pictorial graphics in a delegate workbook as well as a range of case study and workshop work. Discussion exercises in small groups facilitates transfer of learning into the delegate’s life experience.

 

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

 

Supervisory and management level employees who need to take better control of their personal financial planning and well being.