Personal Financial Management


This workshop on Personal Financial Management has been specifically designed for those who want to gain financial freedom. This virtual session has illustration with examples & simple Q&A.

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Common fallacies in financial planning:

  • I don’t need it, someone else do it for me.

  • Financial planning and investment knowledge are for really rich people, not for me.

  • Taking great risk is a must to get rich.

Do’s and Dont’s in personal financial management:

  • Do I have a realistic financial goal?

  • Do I track my income and expense?

  • How much do I save? How much do I invest? How much do I borrow?

  • How do I manage financial risk?


Financial planning tools you’ll learn:

  • Life cycle financial planning

  • Various financial products and their characteristics

  • Concept of diversification

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WHO should enroll

Those who seek to master their finances and gain financial freedom.

WHAT you will learn

  • Appreciate the importance of financial planning
  • Realize the benefit of saving and investment
  • Aware of various financial tools
  • Apply life cycle financial planning

What our Delegates Say

Meet Your Instructors

Our International Instructors have extensive EXPERIENCE & EDUCATION in their areas of EXPERTISE, which also makes them Inspirational Role Models for those who learn from them.

SECURE your seat or REQUEST a proposal!

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