Persons who would like make a personal financial assessment of their current financial position and put in place a plan to achieve their financial goals.

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.

Anyone in the BVI who would like to make a personal assessment of their financial goals and receive guidance towards their achievement.

• The Workshop will be delivered in person 
  
• The team of instructors will comprise of:

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

– Rajiv Balleram, ACCA, 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.