Financial Planning Course
GH₵ 350
In Stock
A comprehensive 8-week course on creating and implementing a personal financial plan tailored to the Ghanaian economic context, with expert guidance and practical assignments.
About This Course
The Financial Planning Course is our most comprehensive offering, designed to transform your approach to personal finance over an 8-week guided journey. Unlike one-off guides or tools, this structured course builds your financial knowledge step-by-step, allowing you to develop a complete financial plan tailored to your unique situation in the Ghanaian context.
What You'll Learn
- How to assess your current financial position with complete accuracy
- Setting SMART financial goals across different life stages
- Creating a customized budget that works with Ghanaian economic realities
- Strategies for debt management and elimination
- Building an emergency fund appropriate to local economic conditions
- Savings strategies that account for inflation and currency considerations
- Investment options available in Ghana and how to evaluate them
- Retirement planning principles adapted to the Ghanaian context
- Risk management through appropriate insurance products
- Estate planning fundamentals in the Ghanaian legal framework
Course Format
This course includes:
- 8 weekly modules with video lessons (approximately 3-4 hours of content per module)
- Weekly live Q&A sessions with financial experts (recorded for those who can't attend)
- Practical assignments with personalized feedback
- Comprehensive workbook and planning templates
- Access to a private community of fellow participants for support and networking
- 1 personal coaching session with a certified financial planner
- Certificate of completion
Ideal For
This course is perfect for:
- Professionals looking to optimize their financial situation
- Business owners wanting to separate and manage personal and business finances
- Families planning for major life goals (education, property purchase, etc.)
- Individuals approaching retirement who need to maximize their preparations
- Anyone who wants a comprehensive approach rather than piecemeal financial advice
Invest in your financial future through this structured, comprehensive program that goes beyond basic advice to help you implement a complete financial plan for long-term prosperity.
Course Specifications
| Duration | 8 weeks |
|---|---|
| Format | Online course with live components |
| Language | English |
| Video Content | 25+ hours |
| Live Sessions | 8 weekly group Q&As + 1 personal coaching session |
| Materials | 200-page workbook, Excel templates, PDF resources |
| Access Period | Lifetime access to course materials |
| Updates | Annual content updates included |
| Certificate | Yes, upon successful completion |
| Support | Email support for 12 months, community access for 12 months |
Course Curriculum
Module 1: Financial Foundations and Assessment
- Understanding your relationship with money
- Conducting a complete financial inventory
- Calculating your net worth in the Ghanaian context
- Analyzing your cash flow patterns
- Assignment: Complete personal financial statement
Module 2: Goal Setting and Financial Vision
- Defining your financial values and priorities
- Setting SMART financial goals
- Creating a timeline for short, medium, and long-term objectives
- Aligning financial goals with life stages
- Assignment: Develop your financial vision statement and goal hierarchy
Module 3: Budgeting and Cash Flow Management
- Creating a realistic budget that works in Ghana
- Managing irregular income effectively
- Strategies for reducing expenses without reducing quality of life
- Digital tools for tracking spending in the local context
- Assignment: Build your personalized budget system
Module 4: Debt Management and Credit
- Understanding different types of debt in the Ghanaian market
- Strategies for efficient debt reduction
- Building and maintaining good credit practices
- Navigating lending options and negotiating terms
- Assignment: Create your debt elimination plan
Module 5: Saving and Emergency Planning
- Building an emergency fund sized for Ghanaian economic realities
- Saving strategies that account for inflation
- Automating savings in the local banking system
- Preparing for common financial emergencies in Ghana
- Assignment: Establish your emergency funding system
Module 6: Investment Fundamentals
- Introduction to investment options available in Ghana
- Understanding risk, return, and diversification
- Evaluating investment opportunities in the local market
- Creating an investment strategy appropriate to your goals
- Assignment: Draft your initial investment plan
Module 7: Long-term Planning and Retirement
- Retirement planning in the Ghanaian context
- Understanding pension options and supplements
- Calculating retirement needs accounting for local factors
- Creating passive income streams for retirement
- Assignment: Develop your retirement funding strategy
Module 8: Risk Management and Estate Planning
- Evaluating insurance needs and options in Ghana
- Basics of estate planning in the Ghanaian legal framework
- Protecting your assets and your family's future
- Creating your comprehensive financial plan
- Final Assignment: Complete your integrated financial plan
Bonus Features
- Personal coaching session to review your complete financial plan
- Certificate of completion
- Quarterly update webinars for 1 year after course completion
Customer Reviews
This course has completely changed my financial trajectory. I was making a good income as a software developer but had no real plan for my money. The week-by-week structure helped me build a complete financial system that actually works in Ghana. The personal coaching session was incredibly valuable - my coach helped me adjust my investment strategy to better align with my goals of purchasing land within three years.
As a business owner, I've struggled to separate my personal finances from my business. This course provided the structure I needed to create clear boundaries and systems for both. The section on managing irregular income was particularly valuable, and I've implemented a "profit-first" approach that has revolutionized both my business and personal financial health. The community of other participants was an unexpected bonus - we still meet monthly to check on our progress!
The course content is excellent and well-adapted to Ghanaian financial realities. I particularly appreciated the sections on investment options available locally and the strategies for inflation protection. My only criticism is that some of the live sessions were scheduled at times difficult for working professionals. However, the recordings were always promptly available, and the instructors were responsive to questions sent via email. Overall, this course provided excellent value for the investment.
