...
Personal Finance Fitness Corporate Program

Personal Finance Fitness Program

This is a holistic program aimed at covering all the important fundamentals of excelling in your personal finance.

It include everything covered in all other programs to help you set up a solid financial foundation, acquire transformational money mindset, get out of debt, save money and build wealth, achieve financial peace and freedom, and build a worthwhile legacy.

The program will cover the following areas in SEVEN weeks TWO hrs. per session as follows:

WEEK ONE: WINNING MONEY MINDSET

  1. Debunking the money myths derailing your financial success
  2. Developing the right money mindset

WEEK TWO: MONEY PRINCIPLES

  1. Money devourers and how to avoid them
  2. Understanding the basic principles of money
  3. Pay Yourself First
  4. The Rat Race escape plan
  5. Types of Income
  6. Clarifying your WHY and Financial Goals and what to save in order to achieve them
  7. Life stages and financial planning

WEEK THREE: BUDGETING

  1. Understanding and managing your expenses 
  2. Differentiating needs and wants
  3. The budgeting technique that works
  4. How to budget efficiently for needs, wants, projects, savings and investments
  5. Understanding the sinking funds concept.

WEEK FOUR: LIFESTYLE PROTECTION

  1. What is lifestyle protection plan and why you need one
  2. Getting the right insurance policies to protect your lifestyle and wealth
  3. The emergency Fund and how to set it up

WEEK FIVE: GETTING OUT OF DEBT

  1. Types of debt, Cost and interest repayments and how it works
  2. Debt pitfalls and how to avoid them
  3. Debt and Addictions
  4. Good vs Bad Debt
  5. How to get out of debt fast for life
  6. What to do when paying off debt

WEEK SIX: CRITICAL SAVINGS PLANS  

  1. How to effectively set your savings goals
  2. Where to Save your MONEY.
  3. The fully funded emergency fund
  4. The Sinking Fund
  5. Saving for your retirement 
  6. Saving for your kids college fund
  7. Saving for your car and home

WEEK SEVEN: BUILDING WEALTH

  1. Understanding what Wealth Creation is
  2. Calculating your Personal Net Worth
  3. The difference between Savings and Investments
  4. Use your skills to create income
  5. Different investment opportunities to create wealth
  6. Understanding passive income
  7. How to build multiple income streams.

Course Materials: Workbooks, handouts, and other course materials are included in the course fees. 

PROGRAM OUTCOMES: 

Upon completion of the Comprehensive Personal Finance Program, you will be able to: 

  • Enhanced Financial Literacy: You will gain a deep understanding of financial concepts, terminology, and principles. They will develop the knowledge and skills necessary to make informed financial decisions in your life.
  • Improved Budgeting and Money Management: You will learn effective budgeting techniques, enabling you to track and control your income and expenses. This will equip you with strategies to optimize your financial resources and allocate funds wisely, leading to better financial stability and reduced financial stress.
  • Increased Savings and Investment Habits: The program will encourage you to develop a savings mindset and provide you with the tools to set realistic saving goals. You will also gain insights into various investment options, risk management, and the power of compound interest, empowering you to grow your wealth to secure your financial future.
  • Efficient Debt Management: You will learn strategies to manage and reduce debt effectively. You will understand the impact of interest rates, repayment terms, and debt consolidation options. Armed with this knowledge, you can take proactive steps to minimize debt and improve your financial standing.
  • Retirement Planning and Financial Security: The program will educate you on the importance of retirement planning and guide you in creating personalized retirement savings goals. You will learn about different retirement vehicles, investment strategies, and the significance of starting early to maximize your retirement funds. 
  • Improved Financial Decision-Making: Through the program, you will develop critical thinking skills and the ability to evaluate financial opportunities and risks. You will learn how to analyze investment options, assess the value of financial products and services, and make sound decisions aligned with your financial goals and risk tolerance.
  • Enhanced Financial Well-being and Stress Reduction: By equipping you with financial knowledge, skills, and strategies, the program will contribute to your overall financial well-being. You will experience reduced financial stress, gain confidence in managing your finances, and feel empowered to take control of your financial futures. This improved well-being will positively impact your personal life and overall happiness.

Payable in 2 Installments.

Pricing Starts From

Kes 35,000

Share This Program