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FINANCIAL EDUCATION FOR EMPLOYEES AT ALL LEVELS

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FINANCIAL WELLNESS INDUCTION COURSE

  • Contract of Employment

  • The concept of cost to company

  • Pay slip- understanding the deductions and make up of how you are paid

  • Medical Aid- how the scheme works

  • Retirement Fund- usually pension- rules and understanding of fund

  • Share Incentive Scheme- what employees need to know

  • Overview of any other benefits

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 for the different level of employee

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  • Overview

  • Needs vs Wants

  • Bank Accounts

  • Saving and Compound Interest

  • Economic Factors

  • Insurance products

  • Estate Planning

developing a culture of saving

  • Make savings a priority

  • Pay yourself first

  • Tax Free savings accounts

UNDERSTANDING YOUR RETIREMENT FUND

  • Pension or Provident Fund?

  • Trustees

  • Members

  • What should every member know about their retirement fund?

  • Essential information you need to constantly assess about your retirement fund

THE EMPLOYEE GUIDE TO MANAGING DEBT

  • I can’t pay my debts

  • Facing the problem

  • Making a plan

  • NCR and debt counselling

  • Debt Consolidation

  • Garnishee orders

dealing with a sudden windfall

This is a crucial module of the course as most people have no idea how to manage any king of large pay out.

 

  • How to make a bonus, dividend, sale of shares in terms of a share scheme work for you?

  • How to manage your pension pay out?

FAST TRACKING YOUR RETIREMENT

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  • What is your reality?

  • How much will I need?

  • What is the gap or shortfall?

  • How do I bridge that shortfall?

  • Options available

  • Understanding the traps, you need to avoid

POWER 8

  • These are the 8 fundamental rules that every person need to know about personal finance

  • Control your finances using these financial rules

  • Earning and getting to keep your money by applying these fundamentals

  • These fundamentals are re-enforced by way of true stories

  • These rules you get to keep for life

JOIN US TODAY

Sign up for e-malis to get the latest info, offers and more

P.O Box 46572, Orange Grove, Johannesburg, ZA 

 jon@financialpassport.co.za  |  Tel: +27 (0)71 488 4410 

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