Personal Finance Management (Level 1 & 2)

  • Are you assessing your personal financial condition and setting goals appropriately?
  • Would you like to be able to manage you debts and credits?
  • Are you able to make decisions relating to renting, buying and financing a home?
  • Would you like to know how to build an investment portfolio?
  • Do you have a retirement plan in place?

Managing Personal Finances is mandatory in today’s world. It provides the means of keeping track of personal expenses, personal debt and subsequently helps the calculation of a person’s net worth financially.

It is also a critical function in organizations. Successful leadership and management of others requires successful leadership and management of oneself. Personal Finance Management is therefore a critical function in self-management.

Our 1-day Managing Personal Finances Programmes includes practical application exercises to help inculcate learning. Action planning sessions will also be conducted.

Who should attend?

These programmes are designed for anyone who wishes to plan for their financial future and are offered in two levels:

  • Level 1 is for those who are yet to start or are at the early stages of managing personal investments.
  • Level 2 is for those who already have some experience in managing a portfolio of personal investments.

For full course outlines of these programmes, please contact us on

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Blue Violets Plaza - 2nd Floor, Suite 207

Kamburu Drive off Kindaruma Road, Kilimani
Tel: +254 710 271 772 / +254 722 512 832