Personal Money Matters

Personal Money Matters

As this Dikkop fiercely nurtures and protects its young, so too should we nurture and protect our personal finances. 

Personal finance is a term that covers managing your money as well as saving and investing. It encompasses budgeting, banking, insurance, bonds, investments, retirement planning, and tax and estate planning. 

Personal finance is about meeting personal financial goals, whether it’s having enough for short-term financial needs, planning for retirement, or saving for your child’s college education. It all depends on your income, expenses, living requirements, and individual goals and desires—and coming up with a plan to fulfill those needs within your financial constraints. 

Session One: Course Overview

Session Two: How to Calculate your Net Worth

  • What is net worth?
  • How do you calculate net worth?
  • Calculating your net worth
  • Increasing your net worth

Session Three: Setting Financial Goals

  • What are financial goals?
  • 3 Types of financial goals
  • Examples of financial goals
  • Making financial goals SMART

Session Four: Personal Budgeting

  • Types of Expenses
  • Bottom line, needs and wants
  • Steps for creating a budget

Session Five: Paying Off Debt Faster

  • Listing your debts
  • Choosing the payment method

Session Six: Minimising your Expenses

Session Seven: Saving More Money

Session Eight: Five Must-Have Insurance Policies

Final Quiz

Tagged under

workplace skills selfhelp

Duration: Half Day (½ Day)

Time: 09h00 - 12h00

Type: Onsite at your work premises, Open (Public) Course, E-learning (Online) course, Online via Google Meet

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Training Methods: This workshop includes dynamic trainee/trainer interactions and discussions, written and oral exercises, role plays, case studies, reflection, quizzes and a workbook for each participant to take back to the workplace.

Target Audience: Anyone who needs to manage their personal finances.

  • I have certainly learnt a lot that will definitely be taken back to my workplace.

    Samantha: Customer Service Training

Our mission

'Empowering others to help themselves through training, education & motivation.'