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Short Learning Programme
on
Personal Wealth Management.
The focus of the programme is to create an understanding of and demonstrate how emotions, money attitude and behaviour influence personal wealth creation and personal financial management issues. The goal is to demonstrate how interest rates and rates of return on investment influence our ability to create a secured financial future. Goal two is to assist people to use basic financial decision criteria to improve their ability to manage their own finances for enhanced personal wealth creation. The aim is to demonstrate how financial decisions can be used to “create” savings for investment. The final goal is to create the opportunity to develop a personal financial plan. To give information on the rate of return potential of the main investment opportunities (savings accounts, term deposits, long bonds property (Stock market), and to demonstrate the relationship between investment return of these investment options.

Purpose of the course:

Participants should be able to interpret how human characteristics such as money emotions, money attitude and money behaviour influence their ability to create wealth for themselves, organisations and the community. They should demonstrate knowledge on the workings of financial statements and have the ability to manage their own money behaviour in a way that is conducive to value creation. They will gain the knowledge to manage factors such as planning, saving, spending and making money that influence the ability to create personal wealth and learn to develop a personal financial plan that will ensure financial freedom for the individual.

Admission requirements:

Admission requirements: 
Sufficient work experience (5 or more years) and ability to read or write.
Learning assumed to be in place: 
National Senior Certificate or an equivalent NQF Level 4 qualification.

Course outcomes and assessment criteria :

Course outcomes and the associated assessment criteria: 

Study Unit

Outcomes

Assessment Criteria

Module 1:

Money Behaviour.

  • Participants should be able to interpret how human characteristics like money emotions, money attitude and money behaviour influence their ability to create wealth for themselves, organisations and the community. Demonstrate knowledge on the workings of financial statements; and
  • Participants should have the ability to manage their own money behaviour in a way that is conducive to value creation.
  • Identify money emotions, attitude and behaviour that influence a persons' money orientation.
  • Measure the ability of participants to identify money behaviour aspects that are positively and negatively related to effective money management.

Module 3:

Personal Wealth Planning.

  • manage factors like planning, saving, spending and making money that influence the ability to create personal wealth.
  • develop a personal financial plan that will ensure a financial freedom for the individual.
  • identify factors that have an effect on personal wealth creation.
  • develop solutions to personal money management issues that influence personal wealth creation negatively.
  • develop strategies that will enhance the ability of the individual to build on positive money management aspects; and
  • develop skills that will ensure financial capacity building to ensure financial freedom.
  • measure the ability of participants to develop a personal financial plan.

Module 4:

Manage your Investment.

  • Manage factors like planning, saving, spending and making money that influence the ability to create personal wealth.
  • develop a personal financial plan that will ensure a financial freedom for the individual.
  • Identify factors that have an effect on personal wealth creation.
  • develop solutions to personal money management issues that influence personal wealth creation negatively.
  • develop strategies that will enhance the ability of the individual to build on positive money management aspects; and
  • develop skills that will ensure financial capacity building to ensure financial freedom.
  • measure the ability of participants to develop a personal financial plan.

 

Assessment: 
To pass the programme, a minimum pass rate of 50% needs to be achieved or attendance only.
Method of assessment: 
Case studies, exercises and company specific problem solutions or attendance only.

Additional information

Mode of delivery: 
Contact
Target group: 
Everybody who has the desire to understand and apply the fundamentals of money management to improve their personal financial position. This programme deals with the basics of money management both on a personal and financial level.
Contact us
Name: 
UCE-Info
E-mail: 
Telephone number: 
018 285 2825