Managing Your Personal Finances

SCHEDULE

September 19 to September 20 Dubai, United Arab Emirates Register
November 15 to November 16 Abu Dhabi, United Arab Emirates Register
December 17 to December 18 Dubai, United Arab Emirates Register

COURSE AIMS

With real incomes falling and personal debt at a record high, there has never been a better time to improve your personal financial skills – our Managing Your Personal Finances programme aims to do just that.

This course is intended for those with an interest in developing their personal financial skills to make good decisions when managing their finances and buying financial products. The course does not require any previous experience of studying this subject.

WHO WILL BENEFIT FROM THE COURSE?

This course provides practical, ready-to-use solutions to use in your daily life. All solutions may not be equally important for you given your age and priorities, but they will certainly be relevant to you at some point in your life.

WHAT WILL YOU GAIN FROM THIS COURSE?

  • Define what personal finances are and their importance on your life
  • Understand how to undertake financial planning, including drawing up a budget and a household balance
  • Explore your assets
  • Describe and define your liquid and non-liquid assets
  • Understand checking accounts, savings accounts and mobile banking
  • Define what your debt is
  • Know what credit cards are and how they can be both helpful and harmful
  • Identify investments and investing wisely
  • Understand loans and what to look for
  • The importance of saving for retirement sooner rather than later

SAMPLE COURSE CONTENT

Below is an example of the course content. The content can be ‘tailored’ to meet the exact requirements of the client.

NTRODUCTION TO PERSONAL FINANCES
  • How to Do an Annual Financial Check-Up;
  • Money Management Basics
ASSETS
  • Principles of Personal Finance
  • Personal Finance 101
Liquid and Non-Liquid Assets

The term “liquid” means “the measure of the extent to which a person or firm has — or has the ability to quickly put hands on — cash to meet immediate and short-term obligations.”

  • What are Liquid Assets?
  • What Is Non-Liquid Inventory?
Checking Accounts

Checking accounts are transaction accounts that allow you to authorize the transfer of money to another person or organization, either by writing a check, withdrawing cash, or by making an electronic transfer.

  • Tips for Protecting a Checking Account
  • Managing a Checking Account
Savings Savvy
  • Basic Savings Account
  • Savings Savvy
Wireless Banking
  • The Future of Wireless Banking; Mobile Banking
Debt

The first step in determining your place in the debt-to-comfort zone is to measure your expenditures — your money outflow.

  • Debt Elimination Tips
  • Understanding ‘Debt’
Credit Cards
  • The Island Approach to Credit Cards
Investments
  • The importance of Investments
Loans
  • Loan Consolidation Tips
  • 10 Tips for Staying on Budget
  • Tips on Saving Money

METHODOLOGY OF TRAINING

The foundation of our training is anchored in activity-based experiential learning. This methodology takes into consideration different learning and communication styles, and more importantly language and cultural differences. It is through active participation that the adoption and application of theory is expedited.

Our training team pays careful attention to planning and designing effective instructional methods essential for the transfer of knowledge. It is the creative skill of our management trainers and consultants that reveal untapped skills of the delegates through:

  • Group discussion
  • Individual and syndicate activities
  • Individual and group tasks
  • Case studies
  • Role plays
  • Audio and video evaluation
  • Action planning
  • Experiential learning games
  • Presentations

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Abu Dhabi

P.O. Box 44705, Abu Dhabi,
United Arab Emirates
Phone: +971 2 6740340
Fax: +971 2 6743554

Dubai

P.O. Box 334058, Dubai,
United Arab Emirates
Phone: +971 4 2566414
Fax: +971 4 2566424