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LifeWise Synopsis

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.
 
COURSE CONTENT
Module A: Salary Deductions
Pension/Provident Funds
SITE/PAYE
Medical Aid
Module B: What to do with My Salary
Banking
Budgeting
Saving or Borrowing
Module C: Major Purchases
Buying on Credit
Buying a House
Module D: Thinking Ahead
Insurance and Investments
Wills
Module E: The Financial Rescue Plan
Determining the extent of the problem
The Road to recovery
 
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.
 
COURSE 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.