OVERVIEW
This course is ideal for those who wish to learn about personal financial management, either in marketing department, admin, HR or management level people. Using a very simple approach to share with the audience how to better manage the personal finance including cash flow management, investment strategy and retirement planning.
The objective of the training program on corporate financial wellness is to equip employees with the knowledge and skills necessary to enhance their financial well-being and make informed financial decisions, especially the preparation for their retirement.
The program aims to promote financial literacy, develop strategies for effective budgeting and saving, and provide guidance on managing debt and investments. By the end of the program, participants will have a comprehensive understanding of key financial concepts and practical tools to improve their financial health, thereby contributing to their overall well-being and productivity in the workplace.
- Typically spans 1 day (9am to 5pm).
- Nonetheless, we can customize both the program’s duration and schedule to cater to unique client requirements (e.g., compact 1-day workshops or extended sessions beyond 3 days).
- Corporate employees at all levels
- Human resources professionals
- Managers and supervisors
- Individuals interested in improving their financial well-being and retirement planning
- Professionals seeking guidance on managing personal finances and planning for retirement within a corporate setting
PROGRAM OUTLINE
- Real life financial challenges
- What is your real wealth? Analysis of W.A.R. on the spot
- How to set financial goals and aim that works
- 3 things that rich people do to retire comfortably
- How to start invest with little capital
- What is the best strategy to invest in today’s volatile market
- 3 challenges on retirement planning and the solutions to overcome it
- The role of an income earner before retiring
- The biggest expenses that people are not managing
- Only 12% of Malaysian can retired comfortably, what about the other 88%?
- Financial X-ray project
PROGRAM METHODOLOGY
- Hands-on Activities: Practical exercises to reinforce theoretical concepts.
- Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
- Role Plays: Simulations of realistic situations to build practical skills.
- Feedback Sessions: Reviews and reflections to encourage improvement.
- Problem-solving Exercises: Develop critical thinking and decision-making skills.
- Experiential Learning: Learning by doing, promoting active involvement.
- Interactive Lectures: Engaging presentations by experts in the field.
- Case Studies: Real-world scenarios for learners to apply their knowledge.
- Quizzes & Tests: Regular assessments to track learning progress.
CONTACT US
Our Experts Are Here to Help