Training and Motivational Experts

Personal Finance Management

The Personal Finance Management training course is designed to equip the delegate with the knowledge, understanding and comprehension of financial stability and viability. 

“Financial fitness is not a pipe dream or a state of mind, it's a reality if you are willing to pursue it and embrace it.”   Will Robinson

Who Should Attend?

  • All level of employees who want to learn more about dealing with their personal finances

Training Outline

Personal Budgeting   

  • Financial planning vs. budgeting
  • Income vs Expenses
  • Cash Flow
  • Drawing up a personal budget
  • Budget Template
  • How to stick to a budget
  • Subsequent budgets

Setting personal goals and creating a financial plan

Talking about the dreaded “D” word

  • Thinking of using debt to finance a purchase?
  • What is Interest?
  • Personal Loans
  • Car Finance
  • Home Loans
  • I can no longer afford the repayments of my loan: What now?
  • Calculating the repayment of a loan


Dealing with SARS


Additional Info

  • Course Duration: 1 Day
  • Includes:
    Comprehensive manual
    Framed certificate of attendance
    Notepad & Pen
    Superior training venue with delicious lunch, teas and refreshments
  • In-house Training: Contact Us
  • Public Courses: Book 4 or more delegates from the same company on the same session and receive 10% discount.

Prefer to talk to someone?

If you have questions about our training programmes, or simply need more information, call us on:
010 110 0226/7 (Gauteng) or
062 693 6681  / 061 695 2316 (Western Cape)