Financial Awareness Program

Learn to manage money with confidence. This course teaches budgeting, saving strategies, debt management, and investment basics through structured modules and real scenarios.

We break down concepts that banks assume you already know. Each session builds practical skills you can apply immediately to your own finances.

Twelve weeks of focused learning. Four expert instructors. One skill set that changes how you handle money for the rest of your life.

Financial planning session with documents and calculator

What You'll Study

Six core modules covering everything from basic budgeting to investment planning. Each module runs for two weeks with assignments, group discussions, and practical exercises.

1

Budgeting Fundamentals

Track income and expenses. Build a realistic monthly budget that accounts for variable costs and irregular payments.

  • Income categorization methods
  • Fixed versus variable expenses
  • Emergency fund calculations
  • Budget adjustment strategies
2

Debt Management

Understand interest rates, payment schedules, and strategies for paying down credit card debt and loans efficiently.

  • Interest calculation methods
  • Debt snowball approach
  • Credit score mechanics
  • Refinancing decisions
3

Saving Strategies

Set achievable savings goals. Learn about different account types and how compound interest works over time.

  • Account type comparisons
  • Automated savings systems
  • Short versus long goals
  • Interest rate evaluation
4

Investment Basics

Introduction to stocks, bonds, and mutual funds. Risk assessment and portfolio diversification principles.

  • Asset class fundamentals
  • Risk tolerance assessment
  • Diversification principles
  • Fee structure analysis
5

Tax Planning

Basic tax concepts that affect personal finances. Deductions, credits, and how to organize financial records.

  • Tax bracket mechanics
  • Common deduction types
  • Record keeping systems
  • Quarterly payment planning
6

Financial Planning

Create a comprehensive financial plan. Set realistic long-term goals and build systems to track progress.

  • Goal setting frameworks
  • Net worth calculations
  • Review schedule creation
  • Adjustment protocols
Amedeo Faulkner course instructor

Amedeo Faulkner

Budget Specialist

Teaches modules one and two. Former financial advisor with twelve years helping families manage household budgets.

Sienna Thornhill course instructor

Sienna Thornhill

Savings Expert

Covers module three. Specializes in automated savings systems and high-yield account strategies.

Bryn Alderwood course instructor

Bryn Alderwood

Investment Advisor

Handles module four. Licensed investment advisor focused on beginner portfolio construction.

Isla Pemberton course instructor

Isla Pemberton

Tax Consultant

Teaches modules five and six. Tax professional who simplifies complex regulations for individual filers.

Program Details

Duration

Twelve weeks total. Two sessions per week, each lasting ninety minutes. All sessions recorded for review.

Schedule Options

Tuesday evenings at 18:30 or Saturday mornings at 09:00. Both tracks cover identical material.

Course Fee

R2,800 for the complete program. Payment plans available with R700 deposit and three monthly installments of R700.

Materials Included

Digital workbook, budget templates, expense tracking spreadsheets, and access to recorded sessions for six months after completion.

Requirements

Prerequisites

None. This course starts from basics. You need basic computer skills and stable internet connection for video sessions.

Time Commitment

Three hours of live sessions per week plus approximately two hours for assignments and reading.

Assessment Method

Weekly practical assignments. Final project requires creating a complete personal financial plan reviewed by instructors.

Typical Learning Path

Weeks One to Four

Master budgeting and debt management. Build your first working budget.

Weeks Five to Eight

Develop savings systems and understand investment basics. Open appropriate accounts.

Weeks Nine to Twelve

Learn tax planning and create comprehensive financial plan with quarterly review schedule.

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