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Basic Finance (1 Day)

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This workshop provides a basic understanding of the importance of managing your personal finance, how your attitude affects your money, how to do monthly personal budgets, set personal goals and ways to achieve these goals.

Who is this course for?

It is meant for any person who requires a basic understanding of day to day finance


  • None


Upon successful completion the delegate will be able to:

  • Understand the importance of managing their personal finances
  • Understand how their attitude can affect their personal finance
  • Understand basic budgeting for day to day living
  • Set personal goals to be able to pay monthly bills.

Course contents

Understand the importance of managing personal finances

  • Understand the impact of Socio Economic conditions in SA
  • Understand the consequences of not having a good credit rating
  • Recognize the need to save

Understand how Attitude Affects Finances

  • The Psychology of Spending
  • Dangers of impulse buying
  • It’s all in the attitude!

Understanding Budgets

  • Reasons for Budgeting
  • Reasons Why Budgets Fail
  • Draw up a Personal Budget

Set Personal Goals

  • Distinguish between Need and Want
  • Identify Short, Medium and Long Term Goals

Ways to Achieve Personal Goals

  • General extra money
  • Save Money
  • Use Credit

Customer Education

  • Know your rights
  • Know where to go with complaints
1 day
20 July 2018
8:30am - 4:30pm