FIN 013 – Personal Financial Planning

About Course

This program provides practical insights and essential strategies for managing personal finances effectively. Designed for individuals looking to build financial security and plan for future goals, the session covers budgeting, saving, debt management, and investment fundamentals. Participants will learn actionable steps to improve their financial habits, make informed decisions, and work towards long-term financial stability.

What Will You Learn?

  • Understand the basics of financial planning and its importance in achieving financial goals.
  • Learn effective budgeting and saving techniques to manage expenses and increase savings.
  • Gain insights into debt management strategies to reduce financial burdens.
  • Explore introductory investment options to grow wealth over time.
  • Develop a personalized action plan for immediate financial improvement.

Course Content

  • MODULE 1: UNDERSTANDING FINANCIAL PLANNING
  • MODULE 2: BUILDING A FINANCIAL FOUNDATION
  • MODULE 3: ANALYZING FINANCIAL STATEMENT
  • MODULE 4: HOW TO IDENTIFY SCAMMERS
  • MODULE 5 : MY PERSONAL FINANCIAL PLAN

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Programme Details
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Additional Requirements
Basic Package:

✓ Training materials (xx pax),
✓ Course notes, Training bag,
✓ Materials & activities,
✓ Trainer with less than 10 years experience.

Person In Charge (PIC) Details