Managing our finances and our investments is extremely important throughout life but few of us receive any training in doing so. The purpose of these workshops is to equip employees, especially those in the early stage of their careers, with a general education on all aspects of finance and a longer-term perspective that will stand them in good stead throughout their careers.
The aim of the workshop is:
- To equip delegates with a general education on key aspects of managing their money and planning for the future
- To arm delegates with ideas about good practice and rules to follow in managing money
- To assist delegates with understanding the importance of and ways of saving for the future, including saving for retirement
- To get delegates to identify what they need to do differently and to create an associated action plan
The workshop gets delegates thinking about their own personal financial situation, rather than just receiving lots of information.
It starts by providing a basic grounding in the main aspects of finance and then looks at key areas in more depth. It is informal and interactive, with delegates actively encouraged to share their thoughts and ideas for the benefit of the group as a whole.