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Personal Financial Management and Investing Decisions


Venue: Strathmore University

 

Overview

 

This course has aims at educating participants on responsible personal financial management. Participants will be empowered with the necessary knowledge that will set them firmly on the path to financial independence. This knowledge is a prerequisite for life, the creation of a positive financial future, entrepreneurship and retirement

 

Who should attend?

Anyone who would like to improve management of their personal finances and gain knowledge and understanding in the field of Financial Management. There are no specific entrance requirements.

 

Duration

One day or three sessions of two hours each (for in-house presentation):

 

Outcome

After completion of this course individuals should be able to

  • Identify personal financial priorities
  • Set financial goals and develop a financial plan
  • Prepare a personal budget
  • Manage cash and savings
  • Understand debt and practical ways to reduce and avoid debt
  • Learn the basic steps on the road to financial freedom

Course Content

Managing your personal finance

  • Understanding the basic principles
  • Money Management Tasks
  • Setting goals

Measuring Your Financial Health

  • Personal Balance Sheet
  • Personal Income statement

Financial Planning

  • Begin working on Financial Plan.
  • Factors that Influence Financial Planning

Developing a personal / household budget

  • Why Use Budgets?
  • Creating a Budget
  • Using a Budget

The Automobile and Housing Decision

  • Rent or Buy?
  • Buying and maintaining an automobile and a Home
  • Debt Management
  • Dealing with debt
  • Reducing debt – the first step to financial freedom
  • Avoiding debt – yes it is possible
  • The way forward – Brainstorm session

Course delivery method:

Discussion - based learning and use of Case Studies.

 

REGISTRATION

 

To register, click here.

 

PAYMENT PROCEDURE

 

Fees Paid in Cash should be deposited into:

Bank details

Name: Strathmore University

Bank: Standard Chartered Bank

Account Number: 0102044844000 (KES): 8702044844000 (USD)

Branch: Karen

Swift Code: SCBLKENX

Admission number code: 99020#1027

  • Fees Paid By Cheque: Nairobi cheques can be paid directly to Strathmore University, but ONLY if the cheque is a banker’s cheque. Payments by personal cheques are not allowed.
  • Bank deposit slips should be completed in duplicate: the top copy is kept by the bank; the
  • Second copy should be given to the University Cashier, who will issue a receipt for it. 

 

CANCELLATION POLICY:

 

1. Payment for the all courses includes a registration fee, which is non-refundable, and equals 20% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 13 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

 

NB:

ONCE PAYMENT IS COMPLETED KINDLY:

Email; ice@strathmore.edu 

 

Contact Details

Madaraka Estate
Ole Sangale Road, PO Box 59857,
00200 City Square
Nairobi, Kenya
Tel: 0703-034000, 0703-034200


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