Personal Financial Management (71056)

by Unisa - The University of South Africa Claim Listing

The aim of this course is to educate students, individuals, parents, teachers, skills/HR trainers, brokers-to-be, employees, entrepreneurs and school leavers about Total Personal Financial Planning, the different personal financial planning areas.

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img Duration

6 Months

Course Details

The aim of this course is to educate students, individuals, parents, teachers, skills/HR trainers, brokers-to-be, employees, entrepreneurs and school leavers about Total Personal Financial Planning, the different personal financial planning areas. This knowledge is a prerequisite for life, the creation of a positive financial future, entrepreneurship and retirement.

 

Content:

The module covers the following: 

  • investing your package (severance or retirement); 
  • how to choose a broker; 
  • financial risks needs and objectives; 
  • choosing between pension and provident funds; 
  • preservation funds; different investment alternatives; 
  • moving to a new employer; 
  • buying an existing business (or franchise); 
  • investing for retirement; offshore investments; 
  • investor protection; investment, 
  • income tax, estate and retirement planning pitfalls; 
  • ante nuptial contracts; 
  • and emigration.

 

  • Pretoria Branch

    12 Joubert Rd, Pretoria
  • Johannesburg Branch

    Corner of Christiaan de Wet Road & Pioneer Avenue, Johannesburg

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