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Key Elements of Successful Newsletters

Let's Talk Business: Verbal Communication for the Business World

Macros and VBA for Excel: Unleash the Power in your PC

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The Complete PA: Step up and Stand out!

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The Secrets of Debt Collection Success

The Stand Out PA

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Time Management: Beat Work Overload and Achieve More!

Train the Trainer: How to Bring Training to Life

Trouble-free Travel Planning for PAs

MS Project for Effective Project Management

Word that Works: Create Professional Business Documents and Templates

Winning Ways: Persuade, Influence and Negotiate

Managing Your Personal Finance
 

   

course overview


Available as in-house course only

Please contact us on 011 582 3333, or email training@biztech.co.za


With interest rates increasing, the petrol price soaring and no end to it all in sight, staff are struggling to maintain the standard of lifestyle that they have become accustomed to and more and more are facing financial difficulty.  This impacts managers & companies too, as suddenly they are confronted with a host of new problems as a result of this.  Some people can no longer afford to run their cars, others have no money for the taxi at the end of the month and all in all there is extra pressure on everyone.  To assist companies & individuals experiencing this situation, BizTech is offering a training course on "Managing Your Personal Finance" to assist individuals to better manage their finances and debt situation.

 

The course covers the following topics:

  • Managing Your Finances Responsibly

  • Developing a realistic personal budget that still lets you enjoy life

  • Understanding financial terminology

  • Setting your own financial goals

  • Understanding income & expenses and assets & liabilities

  • Personal balance sheets vs Income statements

  • Learning to recognize savings opportunities and exercise self discipline

  • Wealth Creation

  • Controlling Debt:

    • What is good debt vs bad debt?

    • Credit cards

    • What is a credit rating and what are the implications of a poor credit history

    • Know your credit rating

    • How to clear a bad credit rating

    • Home loans & car financing

    • Getting the best Interest rates

    • Debt consolidation

    • The impact of interest rates, terms & residuals on your investment

  • Savings & Investments

    • Pensions, savings annuities, endowment policies, shares & real estate

    • Understanding how to compare investment returns

    • What investment types suit your lifestyle & personal circumstances

    • Lending Institutions: the Good, the bad & the ugly!

    • Banks

    • Family & Friends

    • Loan sharks

    • Financial advisers – are they truly independent?

    • Planning for the future

    • Your children’s education

    • Your retirement

    • A rainy day!

  • Risk Management

    • Wills & Estate Planning

    • Why banks offer to help you with your will

    • Insurance

      • Life

      • Disability

      • Short term

    • Medical aids

  • The Taxman!

    • Ensuring registration with the taxman

    • Understanding:

      • Income Tax

      • Tax deductions

      • Estate tax

      • Capital gains tax

who should attend

  • All administrative, secretarial and support staff who want to improve their financial knowledge and situation

  • New employees who can benefit from better managing their personal finances

  • Entry-level graduates with little or no personal financial experience

  • Individuals requiring the knowledge to achieve their financial goals

  • Individuals whose personal financial situation is impacting their company

  • Any person interested in improving their personal financial understanding and position

outcomes

After attending this course, you should be able to:

  • Feel in control of your financial situation
  • Get smarter with your money through improved financial skills
  • Decrease workplace issues resulting from staff financial problems
  • Understanding the difference between good debt & bad debt
  • Learning how to set realistic goals and plan for the future

take home tools

  • Training Manual & Electronic copy of study material

  • All delegates receive one month of telephonic support relating to course content

general


PROVISION OF THE COURSE BY BIZTECH INCLUDES

  • Dynamic and knowledgeable facilitators

  • Training File and a USB

  • Certificate of Attendance

  • Quality folder, notepad and pen

the venue

There is no restriction on location – we have provided in-house training from Namibia to Namaqualand. We work with our clients to manage all the necessary logistics.

bbbee compliance

BizTech is BBBEE level 4 compliant. This means that we are a 100% contributor and companies investing money in training their staff through BizTech can also improve their own BBBEE scorecard. Not only does it offer an opportunity to improve your company's Skills Development BBBEE category, but you can also improve your BBBEE Preferential Procurement category. In each case your company will benefit 100% of the spend made.