Financial Planning for Employees in Career Transition

Objective

This talk is for participants who are either transitioning to alternative careers, leaving a job and/or embarking on self-employment.  It aims to prepare you for the financial implications, both short-term as well as longer-term owing to change in your circumstances.

Learn how to quickly get a sense of your financial fitness as well as actions to strengthen weak areas.  You will also learn how to manage your finances during these career transitions by reviewing your spending, identifying unnecessary expenses and setting a budget to tide you over the transition. You will also learn how to manage debts and to lay a foundation to get your financial goals back on track to return to stronger financial health.

Course Outline

• Identify financial impact of career transitions
• Measuring financial fitness
• Reviewing your financial & spending plans, insurance and investments
• Managing debt and avoiding financial pitfalls

Who Should Attend

Suitable for those who have been recently retrenched or are transitioning to alternative careers with lower or less predictable income.

Objective

This workshop is for employees who are being or have been retrenched or are transitioning to alternative careers. It aims to prepare them for the financial implications on their short-term as well as longer-term financial situations.

Learn how to quickly get a sense of your financial fitness as well as actions to strengthen weak areas. You will also learn how to manage your finances during these career transitions by reviewing your spending, identifying unnecessary expenses and setting a budget to tide you over the transition. You will also learn how to manage debts and to lay a foundation to get your financial goals back on track when you return to stronger financial health.

Course Outline

• Identify financial impact of career transitions
• Measuring financial fitness
• Reviewing your financial & spending plans, insurance and investments
• Managing debt and avoiding financial pitfalls

Who Should Attend

Suitable for those who are being or have been recently retrenched or are transitioning to alternative careers with lower or less predictable income.

To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.

If you are interested in free talks and workshops for your organisation’s employees, please reach out to us here.