Financial Planning Begins Now

FINANCIAL PLANNING BEGINS NOW (WORKSHOP)

OBJECTIVES

Build a plan to meet your financial needs and goals. Assess your financial situation using financial calculators and ratios. Manage your resources and implement your financial plan to reach your financial goals.

COURSE OUTLINE

  • Setting financial goals
  • Assessing your financial situation
  • Discovering your financial fitness
  • What are the financial plans
  • Considerations when implementing your financial plan
  • When Engaging a financial adviser
  • Monitoring and reviewing your financial plan

WHO WILL BENEFIT?

Those who want to have an overview of the financial planning process and learn how to assess their financial situation.

Those who want in-depth information on insurance and investment should attend our topic specific modules.

Recommended Duration: 3 Hours


MEASURING YOUR FINANCIAL FITNESS (TALK)

OBJECTIVES

This talk aims to help you understand the process of financial planning. You will learn how to assess your financial situation and discover your financial fitness through the use of financial statements and ratios.

COURSE OUTLINE

  • Setting your goals and priorities
  • Assessing your financial situation
  • Discovering your financial fitness

Duration: 1 Hour


IMPLEMENTING YOUR FINANCIAL PLAN (TALK)

OBJECTIVES

This talk aims to provide an overview of the financial plans; namely savings, insurance and investments and how they can help you achieve your financial goals. You will learn how to manage your resources and implement your financial plans to reach your financial goals.

COURSE OUTLINE

  • What are financial plans and how they help to meet your goals
  • Managing your resources
  • Considerations when implementing your financial plan
  • Engaging a financial adviser
  • Monitoring and reviewing your financial plan

Duration: 1 Hour


Who Should Attend?
Those who want to have an overview of the financial planning process and learn how to assess their financial situation. Note that those who want in-depth information on insurance and investment should attend our topical specific modules.

Promo Video