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Financial Advisory (Personal and Company Financial Advisory Services)

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  • Financial Advisory (Personal and Company Financial Advisory Services)

Equips individuals with the knowledge and skills to manage money effectively. 

What you will learn

  • Getting to learn how to let money work for you
  • How to save, invest your money
  • Risk management 
  • Planning for retirement and estate planning 
  • Personal debt Management
  • Equipping organizations in managing debtors and reducing their non-performing assets

Who needs this training?

  • Non-financial Professionals Seeking Financial Knowledge
  • Retirees or Pre-Retirees: Individuals approaching retirement who are interested in managing their personal finances to ensure they have enough savings, investments, and planning for their retirement years. 
  • Retirees who need to optimize their post-retirement financial strategies, such as managing withdrawal strategies, tax planning, and estate planning.
  • Entrepreneurs and Small Business Owners
    • Financial Institutions or Organizations looking to train their employees to provide personal finance services or enhance client-facing advisory roles.
    • Non-profit organizations that want to offer financial literacy programs or provide financial coaching to under-served or low-income communities.
  • Corporate Employees who want to provide better financial education to employees through workshops or in-house advisory services.
  • Companies looking to enhance employee benefits packages by offering personal financial advisory services or providing financial literacy training to employees.
  • Corporations that want to offer financial wellness programs to their workforce, helping employees better understand their personal finances.
  • Organizations who want to train their debt collection staff on modern professional strategies of collecting and managing a debt book.
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