Most corporate executives have a solid
grasp on company matters; unfortunately this often ends when they leave
the office. At home, they often don't have the time, energy and
resources to invest in steering the direction of their personal
financial future. Our Executive Financial Planning training is aimed at
giving corporate executives simple and effective strategic advice on how
to go about getting their personal finances under control.
Wealth creation and the big problem
Cleaning up your finances - "The Strategic Plan"
Creating a mission and vision
Performing a strategic analysis
Setting a direction
Executing the plan
Reviewing the plan
Who Should Attend
This training is designed to meet the
needs of senior managers in large established companies who are not
financial specialists, but are called upon to make decisions or
formulate strategies based on important financial input or outcomes.
Typical participants are responsible for managing a functional area,
department, or division at the senior level, including those with roles
in operations, marketing, information technology, human resources,
research and development, production, legal affairs, or financial
Typical participant titles include, but are not limited to:
Chief Executive officer
Vice president/ Chief Operating Officer
Group General Manager
While executives who attend the program
typically hold positions outside finance, the program also benefits
financial executives who need to strengthen their understanding of
underlying corporate finance principles and in the personal finance
Hands on guided tutoring with the aid of real time illustration
Our portfolio of more than 200 training courses are currently designed to address the current training needs of our clients incorporating latest trends and internationally accepted best practices, in each distinct subject area.