Personal Finances and Mental Health

This workshop will assist the learners to manage their person finance and recognise why it is important.

This course is an entry level course on how to manage finances and budget. It benefits all who are not yet confident in doing so.

Understanding Personal Finance

Explaining Personal Finance.
Income and Expenditure.
The relevance of planning.

Planning and Preparing a Budget

Fixed income and expenses.
Variable income and expenses.
Understanding Needs and Wants.
Understanding the cost of having an account.

The importance of saving

Building the discipline that leads to saving.
Using your bank account wisely.
Credit Cards.
Safety of online banking and cards.

The Psychological Effects of Debt

The link between financial and mental health.
How to cope with debt stress.
Action Plans.
Where to find help.

At the end of this workshop delegates will have the ability to analyse their motivations, behaviours and choices against the criteria for good finance management. US IDUnit Standard TitleNQF LevelCreditsUS 243189Personal Finance 18

Every workshop we publish is also delivered in-house — at your premises anywhere in South Africa and beyond, at one of our venues, or live online. Before we deliver, our course designers can adapt Personal Finances and Mental Health to your team: your industry’s examples in the case work, your real challenges in the exercises, your operational rhythm in the schedule. We meet you, agree the outline together, and only then do you place the order.

In-house rates drop per delegate as the group grows — for larger teams it is usually the more affordable option as well as the better-fitting one.