A:  MWM/PKF Personal Financial Strategy Workshop is an introductory course designed to help participants make a personal assessment of their financial goals and provide guidance towards their achievement

Learning Outcome:

At the end of the training, participants will be able to make a personal assessment of their ability to achieve their financial goals and, if necessary, put in place practical steps to address any shortfalls or to grow their wealth.

• Introductions, workshop outline and icebreaker

• Understanding the current economic environment and its impact on achieving your financial goals and objectives

• Understanding Giftedness and the roll it plays in achieving your financial goals

• Developing your personal financial vision statement 

• Financial Planning: How Much Will I Need to achieve my FInancial goal ?

˥ Personal Financial Assessment

• Budgeting 

˥ Budget Assessment: Needs vs Wants

˥ Financial Gap Assessment

• Financial Strategies:

˥ Fundamental Understanding of Financial Instruments:

ჿ Savings Accounts

ჿ Bonds

ჿ Stocks

ჿ Mutual Funds

˥ Supplementing Income through Investing and Savings

• Repaying your Financial Debts: Mortgages

˥ Fixed Rate Mortgages

˥ Adjustable Rate Mortgage

• Starting a Business 

˥ Developing a business idea

˥ Importance of Giftedness in starting a business

• Wrap up: course assessment

• Elective Individual Consultations - 10 minutes

• Closure

Human resource managers, CEOs , Training Managers.

At the end of the training, participants will be able to make a personal assessment of their ability to achieve their financial goals and, if necessary, put in place practical steps to address any shortfalls or to grow their wealth.

Managers who would like to help their staff make a personal assessment of their financial goals and receive guidance towards their achievement.

• The Workshop will be delivered in person
  
  Your Instructor

– Meade Malone, MBA ,CPA, CMFA -Financial Education Training Certified;

• Course engagement will be encouraged through participation in individual and group exercises;

•  Throughout the workshop attendees will be given a number of assignments aimed at helping them reinforce concepts and principles taught and provide guidance in applying lessons learnt to improve their personal financial position.