Centonomy 101 in-house training Program

The Centonomy 101 in-house Training Program covers the following modules:

1. PERSONAL MONEY MANAGEMENT

• Understanding what Wealth Creation is.
• Personal Budget/Spending Plan
• Your Personal Balance Sheet/ How much am I worth?
• Building a Spending Tracker & Understanding where your money goes.

2. TIME VALUE OF MONEY

• Creating an Emergency Fund
• Planning for Irregular Expenses
• Principles of Time Value of Money – the relationship between Time and Wealth creation.
• Inflation impacts on our wants and needs

3. MANAGING DEBT

• The Different types of debt and how they work (mortgages, credit cards, bank loans)
• Debt Amortisation – How your debt payments are calculated and making this work in your favor
• Paying down your Debt quickly and saving on interest costs
• Getting out of Debt & Creating a personal debt repayment plan
• The Credit Reference Bureau and Consumer rights and responsibilities

4. LIVING ABUNDANTLY

• The Abundance Mindset– The mindset of Wealth Creators
• Using your skills to Create Income
• Goals: Knowing what you truly want
• Your Financial Esteem

5. INVESTMENT PLANNING 1- FIXED INCOME

• Introduction to Investment, Cash and Fixed Income
• Understanding what affects interest rates (economic indicators)
• Treasury bonds & treasury bills
• Unit trusts

6. INVESTMENT PLANNING 2– PROPERTY

• Property as an Investment
• The different Property Sectors
• Understanding Property Development Costs
• How to select property investments
• The property acquisition process
• Unit Trusts and REITS (Real Estate Investment Trusts)

7. INVESTMENT PLANNING 3– STOCK MARKET

• Stocks, Private Companies
• Understanding the Stock Market
• How to evaluate investments in Private Companies/ Businesses

8. INSURANCE

• Understanding when and how to use insurance
• How Education Policies Work
• Why Life Insurance

9. ESTATE PLANNING

• The use of Wills, Trusts, Family Companies etc.
• How to draw up a will
• Succession Planning

10. TAXES

• Your Personal Taxes
• How do taxes fit into your financial plan?

11. MY FINANCIAL PLAN

• Creating a Personal Financial Plan – roadmap to your Goals
• Setting targets and action plans to achieve your goals

12. INVESTMENT GROUPS & IMPLEMENTATION

• Forming/Managing/Creating an Investment Group
• How your Investment Group can be a retirement vehicle
• Investment Planning for Groups
• Working with a Financial/Investment Advisor
• Implementation of your Financial Plan – MAKING IT HAPPEN

13. GRADUATION

STRUCTURE AND COST

The Trainings are conducted over a period of 12 weeks. Charges for in-house training are Kes. 45,000 per person for a minimum of 25 participants.

We provide course materials for only half-day, full-day, and in-house training.

All Trainings are conducted ONLINE.

Prices are constant for ALL trainings held all over Kenya and the world at large.

Organizations that have benefited from our programs include Banks, SACCO’s, Manufacturing Companies, Universities, Insurance Companies, Professional Associations, Communication, and IT Companies, Government Organisations and others. Click here for a profile of our clients.

We can tailor-make and structure the content of the program to suit your organization.

CONTACT INFORMATION
Location: Centonomy Ltd, 5th Floor Victoria Plaza, Parklands Road, Westlands
Tel: +254 20 4443695/0795359535/0700036433
Contact Person: Joan Nduti
Email: joan@centonomy.com