MYMONEY123 is a financial education community outreach programme initiated by the Financial Planning Institute (FPI) and will be implemented nationally. A number of workshops will be held in South Africa, these workshops will take a form of a group presentation or one on one basis.
The aim of the programme is to actively engage all South Africans to consider and ponder their personal financial planning responsibilities and goals. The MYMONEY123 financial education programme will focus on the basics of personal financial planning emphasising three critical areas:
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.
The MYMONEY123 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.
Become a volunteer The success of the financial education outreach programme will be dependent on the time and support that members of the FPI are willing to donate. A volunteer portal has been set up on FPI website where members will be able to indicate their willingness to participate in the programme. Volunteers will be matched up against requests from groups to facilitate the financial education programme presentations
Put up your hand and be part of this initiative.
Contact us Do you want the same workshop/s to be presented to your group or would you like a volunteer to contact you for a one-on-one session? Please email mymoney123@fpimail.co.za.
CFP®, CERTIFIED FINANCIAL PLANNER® and are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB. Please visit www.fpsb.org to learn more about the FPSB and the affiliate countries.