Protecting your wealth should be a fundamental part of your financial plan. Most South Africans have no, or insufficient, protection in place, which puts their families at financial risk if something unexpected were to happen to them.
DurationWealth protection refers to the need to protect yourself, your family, and your assets against unfortunate and unpredictable events that would leave a gaping hole in your monthly finances.
Protecting your wealth should be a fundamental part of your financial plan. Most South Africans have no, or insufficient, protection in place, which puts their families at financial risk if something unexpected were to happen to them.
People with substantial financial understanding know that one’s assets need to be protected against damage or loss. Unfortunately, things arise outside of your control, for example, death, disability, severe illness, and unexpected medical expenses. Protecting your most significant asset, which is your ability to earn an income now and in the future, is critical.
Discover this and more with our wealth protection session, which will introduce you to:
Invest in Yourself offers bespoke financial wellness and retirement training solutions. We are a 100% black female owned company with a level 1 Contributor B-BBEE Status.
We were established in 2010 to empower people with knowledge to manage their personal finances to create a bright financial future for themselves and their loved ones.
Our team is made up of professional financial wellness coaches in private practice. We are based in Johannesburg with a national footprint in all provinces.
Fixed Assets Accounting and Management course is offered by BMK Advanced Training Centre. Our programs are designed to enhance our clients competence and relevance in an ever changing environment.
Assets & Portfolio Management course is offered by CDTFA. The institute strives to deliver exceptional and high impact learning experience with outstanding competences, expertise and skills to compete in the global economic.
The course was developed in collaboration with experienced industry professionals to support new and existing members of investment administration and compliance teams within investment management firms.
Asset Management course is offered by MGI RAS. MGI RAS is accredited with the LG SETA and Services SETA and also offers several soft skills programmes linked to South African Qualifications Authority’s Unit Standards.
To ensure supervisors understand the “financial fundamentals” of managing a business, including their key role in cost control and asset management. Particular emphasis is placed on shareholder expectation and the influence of the South African economy on the financial services sector.
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