Personal Finance Fundamentals and Coaching
Overview
a course designed to provide individuals with the essential knowledge and skills needed to manage their personal finances effectively. The course covers the core concepts of budgeting, saving, investing, debt management, and financial goal setting. Participants will learn practical tools and strategies to help them make informed decisions about their finances, develop good financial habits, and achieve long-term financial stability. The course is designed to be accessible to all individuals, regardless of their background in finance, and focuses on equipping learners with actionable steps they can implement immediately to improve their financial situation
Objectives
To equip individuals with the knowledge and confidence to make informed decisions about their finances and develop the skills to manage them responsibly.
Learning Outcomes
By the end of the course, participants will be able to:
- Create and maintain a personal budget, track income and expenses, and apply strategies for controlling spending.
- Understand of how to manage and reduce debt, including understanding interest rates and repayment strategies.
- Establish an emergency fund, save for future goals, and make informed investment choices.
- Understand how credit works and will be able to monitor and improve their credit score.
- Make better financial decisions and evaluate financial products and services based on their personal goals.
Methodology
The course starts with a foundational understanding of personal finance concepts, such as budgeting, saving, investing, debt management, and retirement planning using online webinars and will be followed by personalized coaching sessions where participants can discuss their individual financial challenges and receive tailored advice and support. This will allow participants to address their specific needs, such as debt management, investment strategies, or savings goals.
Young adults and students, individuals seeking financial literacy, early career professionals, families and household managers, individuals looking to build savings and investments, retirees or individuals preparing for retirement, small business owners and financial advisors and coaches
3 Months + hourly rate for coaching of R 1000 per hour
24900
Faith Koroloso – Mobile: 0829217172 Email: faith@thakocapital.co.za or Korolosof@gmail.com
Info@Thakocapital.co.za