With the dramatic increase in cost of living globally, Employees struggling with in managing their incomes, And those money problems don’t just stay at home, stressing them at their personal or family level but they are following your employees into work and hurting your business. With Eagles Management Financial wellness program, your staff will be empowered to take control of their financial lives.

Personal Finance Literacy

Learn sound  personal financial skills

  • Facts about money & wealth
  • Types of Income
  • Growing your passive income
  • Growing your active income
  • Wealth building principles

Savings & Saving Options

Buy your future now through Saving

  • Set Savings Goals
  • How to Personal Savings Culture
  • Pay Yourself First
  • Where to Save your MONEY
  • Sacco’s Vs Bank Savings
  • Money Market
  • Cash Deposits

Debt Management

Breaking Free From Financial Prison

  • Good & Bad Loans
  • How to avoid Debt trap
  • Types of borrowing
  • Why Borrow
  • Cost & Interest repayments.
  • Understanding the details of loan agreement.

 Money Spending Disciplines

Pre- Retirement Preparation

Financial Goal Settings

Consumer Attitudes & Behaviour

Estate Planning

Health & Life Insurance

Why Financial Wellness for your Staff, Members

  • Have control over their finances.
  • Employees will be more productive
  • Have enough cushion to handle most financial emergencies.
  • Reduce absenteeism
  • Are out of debt and able to manage their expenses
  • Are on track to meet their savings and retirement plans.
  • Have control over their finances.
  • Employees will be more productive
  • Have enough cushion to handle most financial emergencies.
  • Reduce absenteeism
  • Are out of debt and able to manage their expenses
  • Are on track to meet their savings and retirement plans.

TARGET AUDIENCE:
This course is meant for every member of the institution; to assist them appreciate the importance of managing their finances before managing their institutions finances.

COURSE OBJECTIVES
At the end of this course, participants should:
•Be able to make informed decisions towards investment and borrowing
•Demonstrate an understanding of the need for financial planning in everyday life, and give examples of the tools available to assist in the planning and record keeping
•Budget effectively
•Define personal finances & their importance.

COURSE OUTLINE
Module I: Understanding financial management.
•Defining personal finances vs financial management
•Costing as an element of managing finances.
•Basic preparation of financial statements.

Module II: Saving and Budgeting
•Reasons for saving
•Explore the purpose and process of writing a budget and the basics of banking

Module III: Credit and Debt
•Explaining financial borrowing
•Identify the costs of using debt as a financial tool
•Examine the importance of avoiding debt

Module IV: Financial Planning and Insurance
•Understand basic investing guidelines
•Describe and compare various types of investments
•Identify elements of employer benefits and retirement plans
•Explore social security benefits, pensions and insurance policies

Module V: Income vs Taxes
•Explore elements of effective goal setting
•Taxes and your obligations towards them.

Our Approach
We employ a series of activities and practical quizzes to allow members interact, participate and share their financial stories without fear of judgment.

Request a Quote either 2 Full day Program, 1 Day Program, Half Day Program or 2 Hours Crush Program