One of the greatest challenges we face nationally as well as globally is lack of financial literacy, generation after generation.

It affects us personally, our communities and our economy. It is a basic life management skill that every employee should be equipped with to help them manage their personal lives better It is in the best interest of employers to focus on their workers’ personal financial problems as they have a direct bearing on the Workplace

Personal Financial Education is a basic life management skill that every employee should be equipped with to help them manage their personal lives better. It is in the best interest of employers to focus on their workers’ personal financial problems as they have a direct bearing on the workplace.

As part of recovery from the ravaging effects of COVID 19 as well as staff Personal Finance empowerment, We are offering this affordable, flexible and life changing Finance Literacy & Investments Training & Empowerment initiative for staff in organisations as individuals as well as groups.

By the employer taking part in staff financial wellness whether directly or indirectly, you will be confirming that your staff can enjoy financial security irrespective of their income levels.

Objectives:

• Creating a supportive work place that makes employees feel are valued and thus get more satisfaction in their jobs.
• To equip participants with financial skills, a skill they need to become better workers.
• To help employees start planning for retirement early enough by being equipped to better plan their finances.
• Develop and Maintain positive personal Finance management behaviors.
• To be equipped to plan for their future
• better and  live their ideal financial lives by making the most out of their money.

Expected Benefits

• Staff motivation and retention
• Financial security that improves staff confidence levels and hence productivity
• Reduced staff stress levels
• General personal finance wellness
• Reduced financial burden to the employer as the staff are more self-sufficient.
• Free Support and sign ups to Staff pension plans,  savings & Investments plans from Leading providers in Kenya.

Delivery

The training is Fun and highly interactive.  Participants are called on to engage in activities and discussions throughout the training session(s). We also make use of various media to illustrate key points, including video clips and music. This allows participants to learn more, remember more and apply more!

Employers can give their team building and other employee’s activities a personal finance theme.

Sessions Engagement

The sessions are inclusive and staff-focused. They entail interactive discussions, training, calculations & analysis, journaling and assignments.

The personal financial training/conferences can be structured as a voluntary one-day course and even spouses can be encouraged to attend for maximum impact.

Proposed Introductory Modules

Given that Finance Literacy education is a significantly missing subject in many people’s lives and even in the education system, a lot of capacity building is required. As such one session is never enough. We always propose a series of sessions together either as a conference or in separated sessions as below for an introduction.

• Personal Finance Self Awareness
• Your relationship with Money- Your Money Personality
• The big 5 secrets of Personal Finance Management- The Secret of the Lion
• Employing your Money to work for you-  Investment options suitable for Beginners
• Personal budgeting at the core of Personal Finance growth

Financial Investment into the program

Our prices are pocketed friendly starting from a 2023 short time special offer of Kshs. 25,000.00 for the five introductory sessions proposed above.  They can be taken as a two days conference or in separated sessions as appropriate.

For training outside Nairobi, there will be some extra charge to cater for transport and accommodation where necessary.

Please note that Prices are per 2 hour group session.

How to sign up

There are limited slots in the months to the end of the year 2022. Book your Slot via email/Text/Whats App on +254 727 143 313/ +254 720 846 499 or [email protected]

About the team leader

Elizabeth is a Money Coach, a Personal Finance/Investments Advisor.  She does Finance Literacy & Entrepreneurship Development training and is incredibly passionate about Children, Teenagers, and Young Adults. To cultivate positive money habits, skills, and attitudes from an early age for a lifetime of financial well-being. She trains in schools, Institutions of higher learning, Churches, and other organizations.

Elizabeth holds a Master of Business Administration degree (Finance option) from the University of Nairobi is a full Accountant (C.P.A K). She holds over 20 years of practical work experience in Corporate Finance. She is a married mother of 3 children.

Elizabeth is an Author with several titles on Personal Finance and Entrepreneurship as below:

• Money Life skills Workbook for the 21st Century Teenager
• My Life skills Workbook for Children series
• My Personalized Financial Planner
• My Personal Money Nuggets Work Book- over 52 weeks of personalized Money Coaching Mini Classics.
• Generating my Unique Business Idea- An entrepreneurship Development  Work book
• Social Entrepreneurship Hybrid Economic Workbook ( A limited edition)

• Money Fundamentals for Young Adults- In Progress

For any questions, clarifications etc., please feel free and welcome to reach out on [email protected]/ +254 727 143 313