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Open Enrolment

Mastering Personal Finance

Overview

Managing your money is essential for accumulating and maintaining wealth.

Learn how to master the fundamentals of creating a workable budget, managing debt, and accumulating savings and wealth.

Methodology

  • Lectures;
  • Spreadsheet Exercises;
  • Online Investment and Personal Finance Game

Learning Objectives

  1. Explore the creation of financial space for wealth creation
  2. Provide participants with principles and practice tools to better manage their personal finances;
  3. Assist participants gain control over personal expenditures;
  4. Help participants gain control over credit card debt

Topics To Be Covered

The programme will cover the following topics:

Week 1 
  • Personal and family budgeting;
  • Budgeting and Spending Strategies
  • Spending and Savings Plans;
  • Preparing for Spending Shocks;
  • Managing Bills;
  • Planning Long Term Purchases;
  • Home Budgeting Calculator;

Week 2
  • Mortgages, Car Loans, Consumer Credit and Credit cards
  • Mortgages
  • Buying A Car
  • Using Credit
  • Good Debt vs. Bad Debt
  • Managing Debt
  • Debt Consolidation
  • Credit Scores and Credit Ratings
  • Credit Cards
  • Compound Interest Calculator
  • Credit Card Calculator
  • Car Loans Calculator
  • Mortgage Calculator
  • Lease vs Buy Calculator


Week 3

  • Insurance
  • Types of Insurance
  • House Insurance
  • Renters Insurance
  • Mortgage Insurance
  • Life Insurance
  • Car Insurance
  • Health Insurance


Week 4

  • Savings and Building Wealth
  • Pay Yourself First
  • What is Wealth
  • Building Wealth
  • Preparing for Retirement
  • Banks, Credit Unions, Building Societies, Meeting Turns and Mutual Funds
  • Investment Return Calculator
  • Saving to Be A Millionaire Calculator
  • Net Worth Calculator


Week 5

  • Taxes and tax Filings

At a Glance

Course Duration
July 12th to August 16th, 2023

Registration
Open
 
Modality
Virtual

Certificate Awarded
Certificate of Completion

Cost

  • USD $175

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