Well-being and Financial Balance

Description

Empower trainees to manage personal finances by applying strategies for financial organization and planning.

Target Audience

All professionals working in Organizations, regardless of the position they hold and/or the role they perform, who wish to enhance their personal effectiveness within their professional performance.

Program Content

Module I – Financial Balance of Employees I: Personal Budget Management and Planning (GDP+i Method):
- Financial Profile
- Achieve individual and family financial well-being
- Budget planning and management
- GDP+i money management method
- How to handle debts
- The habit of saving
Module II – Financial Balance of Employees II: Saving and Investing
- Investor Profile
- Product Risks
- Term Deposits
- Stocks/Bonds
- Savings Plans
- Investment Funds