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Personal Financial Strategy Workshop
June 6, 2024
1:00 pm - 5:00 pm
FORGE Training Centre
FACILITATOR
MBA, CPA, CMFA,
Financial Education Training Certified
CEO
FACILITATOR
MBA, CPA, CMFA,
Financial Education Training Certified
CEO
FAQ
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Q: What is the Workshop Outline
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
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Q: who will attend?
Human resource managers, CEOs , Training Managers.
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Q: 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.
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Q: Who Can Register?
Managers who would like to help their staff make a personal assessment of their financial goals and receive guidance towards their achievement.
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Q: What Is The Delivery Approach And Methods?
• 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.