BASIC FINANCIAL EDUCATION
comprehensive FINANCIAL LITERACY COURSE
This course consists of a number of different modules. It should be noted that the client may choose which modules they want to include.
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Overview
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Needs v Wants
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Bank Accounts
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Saving and Compound Interest
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Economic Factors
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Insurance products
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Estate Planning
GUIDE TO MANAGING DEBT
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I can’t pay my debts
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Facing the problem
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Making a plan
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NCR and debt counselling
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Debt Consolidation
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Garnishee orders
FINANCIAL WELLNESS INDUCTION COURSE
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Contract of Employment
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The concept of cost to company
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Pay slip- understanding the deductions and make up of how you are paid
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Medical Aid- how the scheme works
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Retirement Fund- usually pension- rules and understanding of fund
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Share Incentive Scheme- what employees need to know
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Overview of any other benefits
developing a culture of saving
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Make savings a priority
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Pay yourself first
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Tax Free savings accounts
JOIN US TODAY
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P.O Box 46572, Orange Grove, Johannesburg, ZA
jon@financialpassport.co.za | Tel: +27 (0)71 488 4410