Programme of Courses Personal Financial Life Skills Financial Planning and Wealth  Creation  for Young Professionals Advanced Financial and Investment  Planning Innovative Financial and Retirement  Investment Planning Delivery of Courses Registration Course Calendar to 2010
Factual Finance Team Contact Details

What The Experts Say – an essential reference tool to the latest Thinking and Best Practices  by Experts on Personal Financial
... More...

Essential practical financial tools that will optimize your financial performance.... More..

Our win-win proposition for individuals and Companies...more...

Innovative tax efficient ways to create wealth and generate income from

Who would benefit from this course?

Person Financial Life Skills is aimed at people that have little or no financial skill at all.


The objective of the course is to give an understanding of the principles of finance and money. We will remove or reduce your fear and impart the basic skills you need to understanding money and the finances, so that it makes sense.

What to expect

You can expect to learn how to Budgetand manage your Cash Flow, how to reduce Debt and take control of your Income and Expenditure. In addition, the course will teach you to understandMoney and the importance of Financial Planningand Goal Setting.

We will empower you with the knowledge and tools that will give you the confidence to take control of your day to day personal finances and give you an understanding of the importance of long term financial planning and financial risk management.

Course content:
  • Basic Principles of Economics & Finance
  • Finance & Personal Financial Management & Planning
  • Human Capital
  • Wealth & Wealth Creation
  • Financial Obligations, Budgeting & Cash Flow
  • Credit & Debt Management
  • Goal setting
  • Types & Forms of Investment
  • Principles & Basics of Investment planning
  • The importance of risk cover – introduction
  • Financial Advice & How to choose a Professional Financial Advisor
  • Practical Financial Investment Options
  • Retirement planning – Introduction
  • Tax - Introduction
  • Getting Married or Divorced – the Financial Implications
  • Inheritance Laws, the Importance of a Will, the Role of the Executor & Common Mistakes
  • How to spot a scam
  • Practical tips and examples of Best Practices of Financial Planning.
In addition, via “My Finance” on our website, we give you the tools, calculators and templates to allow you to take the knowledge you have learnt and implement it in practice.

Disclaimer  Although the course content is comprehensive,you are adviced to seek specialist Professional advice and assistance, in order to make an informed final decision on your personal financial investment choices, prior to implementation. This course is not designed to turn you into a Professional Financial Planner, or to advice or recommend on specific investment choices.