03 Oct 2022

STAFF FINANCE LITERACY TRAINING & EMPOWERMENT PROGRAM

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:

  • To equip participants with financial skills, a skill they need to become better workers;
  • Creating a supportive workplace, so employees know they are valued and feel more satisfaction in their jobs;
  • To help employees start planning for retirement early enough;
  • Gain an overview of their personal financial situation;
  • Develop and Maintain positive personal management behaviors;
  • Plan for their future better;
  • Live their ideal financial lives by making the most out of their money.

Expected Benefits

  • > 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 and the plans come with many other benefits financially and otherwise
  • Tax relief benefits for both the employer and the employee
  • Access to continuous and life changing Personal finance literacy education for personal growth and development
  • Improved employer bottom line
  • It’s a low cost high impact benefit for employees.

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.

Financial Investment into the program

We do not have a standard price list for this program. Financial investment is set on a mutual agreement depending with the particular engagement sought. However, our prices are pocketed friendly starting from the Kenyan Government Training rate of Kshs. 4,200.00 per two hour session for a group of at least 30 participants.

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/ +254 733 911 023 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
  • 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 

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