Personal Finance Management Training

Personal Finance
Management Training

A financially literate workforce is
an asset to any organization..

A financially literate
workforce is an asset
to any organization..

Let us enhance your team's financial acumen with our
Personal Finance Management Training.

Let us enhance your team's
financial acumen with our
Personal Finance Management
Training.

Empower your workforce with the tools to make informed financial decisions.

We believe that a financially literate team is key to any organization’s success. Our Personal Finance Management Training equips your team with the knowledge they need to manage their finances, invest wisely, and plan for the future.

Upcoming Trainings

2 Day Investor Novice Master Class

Gain a solid foundation in the world of investments with our comprehensive training sessions. Learn the essentials of the capital market, explore various investment options like stocks, government bonds, and unit trusts, and discover how to plan effectively for retirement and education expenses. Whether you're new to investing or looking to enhance your financial knowledge, our expert-led training will equip you with the tools needed to grow and secure your wealth.

Tax Implications on Estate Planning

The comprehensive training covers key topics such as the fundamentals of estate planning, tax-efficient wealth transfer strategies, and how to navigate capital gains on inherited assets. We also explore the role of life insurance, retirement accounts, and specific considerations for Zambian tax laws and international estates. Learn how to protect your legacy by minimizing tax liabilities and securing financial security for future generations.

Fundamentals of Stocks & Derivatives in Financial Markets

Unlock the world of financial markets with our comprehensive training on the fundamentals of stocks and derivatives. Gain insights into stock trading, market analysis, and the practical use of derivatives like futures and options for hedging and speculation. Learn essential risk management strategies and explore real-world case studies to enhance your financial decision-making. This training is ideal for beginners and seasoned investors looking to strengthen their understanding of the financial markets.

Corporate Companies We have Worked with