Personal Finances and Mental Health

Aim/Intro

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.

Aim/Intro

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.

Aim/Intro

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 LevelCredits
US 243189Personal Finance 18


US ID NQF Level Credits Description

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Cape Town: 2025-01-30
Johannesburg: 2025-01-30
Durban: 2024-12-02
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Polokwane: 2025-01-30
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Pretoria: 2025-01-30
Virtual Seminar: 2025-01-30
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Course Outline


The duration of this seminar is 0.5 days
Cape Town Johannesburg Polokwane Durban Port Elizabeth Bethlehem Pretoria Virtual
R2250.00 p/p R2300.00 p/p R2250.00 p/p R2300.00 p/p R2250.00 p/p R2140.00 p/p R2300.00 p/p R2000.00 p/p
Please contact us for inhouse pricing.
Prices include VAT @ 15%
All our full day open hosted workshops commence at 08:30 and end at 16:30. Virtual Seminar times are flexible. For inhouse workshops we will travel to your premises.
All course material, lunch and refreshments are provided, if applicable.