FINANCIAL WELLNESS PROGRAMME
Financial Literacy Workshop
Welcome to our Financial Wellness Programme. All of us in one way or another desire financial security and many of us dream of attaining financial freedom. The words ‘financial’ and ‘freedom’ go hand-in-hand. You can never really be truly 'free' in the modern world we live in unless you are financially free. The whole purpose of life is to generate and experience more life. Money allows you to 'live' more life. Financial freedom is when you have enough wealth (assets and cash-flow) to allow you live more life on a sustainable basis.
The attainment of financial freedom requires a high level of financial intelligence. You need to be ready to move beyond job security (in the ‘E’ quadrant) in order to begin your journey towards financial freedom. Be under no illusions though; it is a bumpy, windy road laden with risks that need to be constantly managed. It is NOT for you if you want a secure, normal life. However, if you are prepared to make the leap, the prize at the end of this particular journey is financial freedom.
These 10 sessions have been designed for families, youth, students, entrepreneurs and leaders from all walks of life who want to grow in their financial education and begin a journey towards financial freedom. After All God want us well in all areas of our lives. He delights in seeing us whole. We trust that you will enjoy this Financial Wellness programme.
Research has consistently demonstrated that when clear goals are associated with learning, the learning occurs more easily and rapidly. With that in mind, let’s review our goals for this programme. By the end of this course, you should be able to:
• Know the importance of financial education
• Differentiate between financial advice and financial education
• Have an in depth understanding of why the rich become rich and poor become poor
• Think like the Rich, Learn what they learn and Do what they do.
• Differentiate between financial security, comfort and freedom.
• Become your own financial advisor
• Put together a practical plan on how you can be financially free
Lesson 1 – Never work for money, Work to learn
Lesson 2 – Not all incomes are equal
Lesson 3 – Tithe part of your income
Lesson 4 – Give generously
Lesson 5 – Tax makes the rich richer
Lesson 6 – Save to create capacity
Lesson 7- Invest as an Inside and Sophisticated Investor
Lesson 8 – Use Insurance for rainy days
Lesson 9 – Deal with money emotions in spending
Lesson10- Use Debt as Leverage versus Private spending
Lesson 11 – Become financially smart
Lesson 12- Use the Law to protect assets
Wrapping Up – Thinking and Creating Legacy
We also provide our Clients with trained Wealth Coaches who assists individuals, entrepreneurs, executives, managers and employees to be more effective in their personal finance and in their business finances.