Financial Inclusion /
Literacy and NGO Programmes
Our financial planning training and consultancy structure varies, though it follows a common framework. Individual questions dealing with retirement planning, education costs, investments, and insurance can be answered on a case-by-case basis.
Objective.
This workshop helps to equip social workers with the financial knowledge, tools, and resources to help their clients manage and improve their finances.
Course Outline
- Taking control over day-to-day finances (spending)
- Focusing on short-term needs (savings)
- Understanding and managing debt (loans)
- Building capacity to absorb financial shocks (insurance)
Who Should Attend. Suitable for volunteers, social workers, and those who are involved with helping low-income families in managing their money. The course can be offered to targeted groups for the financial inclusion purpose.
Duration. Full Day
Objective.
The objective of this training is to assist entrepreneurs and cooperatives in understanding the importance of financial management and cost accounting principles, aimed at improving income generation for families and community welfare. The training will be in the context of the promotion of environmentally sustainable livelihood activities. Following the training, monitoring will be undertaken by the trainers to verify that participants have implemented the tools introduced over the course of the training.
Course Outline
- Setting financial targets
- Money management
- Loan and capital development
- Dangers of debt and inability to pay debt instalments
- Comparing bank saving services
- Preparing a budget
- Staying on budget
- Savings planning
Who Should Attend. Those being supported by banks, microfinance institutions, credit associations, NGOs, cooperatives, and those participating in group lending. The course can be tailor-made for targeted groups.
Duration. Full Day to 3 Days