Personal Finances and Mental Health

What is this course about?

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.

What is the key content covered?

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.

You benefit from our experience!

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: 2025-08-01
Johannesburg: 2025-08-01
Durban: 2025-08-01
Port Elizabeth: 2025-08-01
Polokwane: 2025-08-01
Pretoria: 2025-08-01
Virtual Seminar: 2025-08-01
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What is the duration of the course? : 0.5 days
All our full day in person workshops commence at 08:30 and end at 16:30. Times can differ for virtual and inhouse group workshops.
Cape Town Johannesburg Polokwane Durban Port Elizabeth Pretoria Virtual
R2450.00 p/p R2500.00 p/p R2450.00 p/p R2500.00 p/p R2450.00 p/p R2500.00 p/p R2150.00 p/p
  • Prices quoted include VAT @ 15%
  • All course material, lunch and refreshments are provided for open hosted workshops.
  • The content of inhouse workshops can be customised to your company requirements
  • Inhouse workshops (normally for larger groups and at your premises), attract substantial discounts!
Please contact us for the best inhouse or SETA rates or book online now if you prefer!