Financial Planning
Begins Now

WORKSHOP | Money Management and Financial Planning

Financial Planning Begins Now

Learn how to build a financial plan using savings, insurance and investments to achieve your goals. Assess your financial position through analysis of your cashflow, net worth and financial ratios.

• Setting SMART financial goals
• Components of financial plans
• Assessing your financial fitness
• Considerations when implementing your financial plan
• Monitoring and reviewing your financial plan

• Those who want to have an overview of the financial planning process wish to learn how to assess their financial fitness.

3 Hours


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