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
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Innovative tax efficient ways to create wealth and generate income from
wealth creation and financial planning - for young profesionals

Who would benefit from this course?

Wealth Creation & Financial Planning for young Professionals is aimed at young propessionals and others that have a basic level of financial literacy and want to be involved in their own financial planning and wealth management.


The objective of this course is to build on the knowledge of finance that you already have and to provide a deaper understanding of financial planning and wealth creation.

What to Expect

We cover financial planning principles and techniques in greater depth. This course also deals with wealth creation, both  traditional and innovate techniques, and issues such as starting your own business and retirement, early estate planning, understanding tax and getting married or divorced.
We will empower you with skills that will give you the confidence to take control of your day to day personal finances. In addition, you will obtain the ability to plan for your family’s financial future and well being.

Course content:
  • Basic Principles of Economics & Finance
  • Control of money
  • Budgeting and Cash Flow
  • Debt management
  • Goal setting
  • Time Value of Money
  • Risk management
  • Basic Tax 
  • Principles of Investment Planning
  • Practical Investment Options
  • Retirement planning
  • How to choose a Professional Financial Advisor
  • Basic Estate Planning
  • Marriage and Divorce
  • How to spot a scam
  • Examples of financial planning scenarios
  • Financial calculations
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.