is a financial education community outreach programme
initiated by the Financial Planning Institute (FPI) and will be implemented nationally through a number of group workshops.
The aim of the programme is to actively engage all South Africans
to consider and ponder their personal financial planning responsibilities and goals.
financial education programme will focus on the basics of personal financial planning
emphasising three critical areas:
- Personal financial management and budgeting
- Dealing with debt
- Understanding savings and investments.
On the day of the workshop, attendees receive an Attendee Workbook, covering the above three areas in detail, and a pocket book sized personal Monthly Budget Planner
also aims to introduce the public to the concept of a personal financial guide, a guide that stands for ethics and competency. The public is introduced to the CFP® designation and encouraged to seek out and engage with suitably qualified and experienced financial planners. Download
a brochure to read more.Contact us
Doesn’t matter whether you are a school, company, church group, society or any other, gather up at least 10 of your friends, colleagues or family and book a workshop today.
For bookings or any queries, please email email@example.com.