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  Personal Finance Management Programme

Click here for our personal finance management flyer.


This course is accredited with Service SETA and is aligned to Unit Standard 242810. NQF level 4, 6 Credits.
Duration: 1 day course

What is our objective – Why do this?

The tools and techniques included in this programme have been developed to aid the learner in taking responsibility for themselves and their budget. This intervention is entry level which will be adequate for general workers or young people entering the employment market and now working with an income and expenditure and will have the need for budgeting their finances.

The key aim of the programme is to enable the learner to successfully plan, set up and maintain a budget.

How does each of the Topics, Tools and Techniques fit in with the overall objective?

Learning Outcomes

The learning environment is one where learners get the best out of our sessions, knowledge is transferred to the learners using role plays, discussion activity and practical exercises. Creating a safe, fun environment where the learner can get the best out of the session.

1. Human Needs and Wants

The learners will distinguish the difference between Wants, Basic & Non-Basic needs. This will allow the learner to determine what wants and needs take priority in their budget.

2. Budgeting Basic - Introduction

This section will introduce the learner to what a budget is, why it is needed and the benefits of having one. They will go through a glossary of terms so that the learner has an understanding of terms like “Income & Expenditure” etc. They will also explore various budgeting techniques.

3. Setting up a Budget

In this section the learner will be shown how to set up a budget. They will take part in a practical exercise whereby they will set a real-life budget, a sample budget will also be given to the learner for reference.

4. Financial Goal Setting

The learners will discuss setting financial goals and how an effective budget can help to achieve either short, medium and long term financial goals.

5. Common Budgeting Mistakes

The learners will explore and be given examples of the common mistakes made when setting up or using a budget and the learner will be given tips on how to avoid these mistakes.

6. Bank Accounts – Statements etc.

The learners will be shown how to run a bank account as most organisations pay wages / salaries directly into an account of some sorts. They will be shown how to read and understand a bank statement in order to assist them with their budget. We will also discuss how the various types of accounts, bank charges etc. operate.

7. Electronic Financial Transactions

In this section it will be explained to the learner how to use an Automated Teller Machine (ATM) as well as ATM safety.

8. Know your Consumer Rights and Tips for Financial Freedom (How to survive the Credit Crunch)

Awaken your individual and organisational potential by contacting us today - we look forward to hearing from you!
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