Course Outline
Introduction to Financial Well-Being
- Why financial prevention matters
- Common challenges for operational staff
Managing Financial Risks
- Insurance as protection
- Building and maintaining emergency funds
Savings and Retirement Planning
- Voluntary savings options
- Afores, PPR, and Infonavit explained
Debt and Credit Management
- Understanding credit bureaus
- Strategies for responsible debt management
Practical Steps for Stability
- Daily financial habits
- Simple savings and investment options
Summary and Next Steps
Requirements
- Basic understanding of personal finances
Audience
- Operational staff
Testimonials (5)
Good communication, open for discussion, kept it interesting and engaging
Ahmet Keyman - Keytrade AG
Course - Management Accounting and Finance for Non-Finance Professionals
Experience of the trainer and his way of conveying the content
Roggli Marc - Bechtle Schweiz AG
Course - FinOps
Personal service and orientated to my needs
ANN - New Vitality Clinic
Course - GnuCash for Business Accounting
The lecturer is very knowledgeable and can substantiate theories with his own personal experiences.
Harry Estipona
Course - Financial Markets
I was benefit from the interesting and clear ideas and suggestions.