ROAD TO FINANCIAL FREEDOM

A 1-day Corporate EnterTRAINment on How Financial Freedom Can Improve Employee Productivity

a Financial Literacy Training in the Philippines

ENTERTRAINMENT OVERVIEW:

This one (1)-day learning Financial Literacy Training in the Philippines aims to promote awareness on the financial challenges that Filipinos will face in the future and what we can do to prepare for them and attain financial freedom thus, focusing on the improvement in productivity and promote growth and progress.

ENTERTRAINMENT GOAL:

To equip employees with the knowledge and skills necessary to achieve financial freedom, thereby reducing financial stress and enhancing productivity, growth, and overall well-being in the workplace.

ENTERTRAINMENT OBJECTIVES:

By the end of this one-day Financial Literacy Training in the Philippines, participants will be able to:

• Understand the Importance of Financial Literacy:
  • Recognize how financial wellness impacts personal and professional life.
  • Identify the main financial challenges and stressors that affect employees.
• Assess Personal Financial Situations:
  • Evaluate their current financial standing by prioritizing financial goals, itemizing expenses, listing assets, and identifying liabilities.
  • Understand how to build a solid financial foundation.
• Build Financial Strategies:
  • Learn effective methods to make, save, protect, and grow money.
  • Understand the importance of health care protection and life insurance in safeguarding financial security.
• Plan for the Future:
  • Recognize the impact of inflation and the benefits of investing early, consistently, and long-term.
  • Compare different investment options such as mutual funds and stocks.
• Take Action Towards Financial Independence:
  • Develop a personal action plan to execute financial strategies learned during the training.
  • Commit to ongoing financial education and disciplined financial management.

ENTERTRAINMENT TOPICS:

WHY IS FINANCIAL LITERACY IMPORTANT?

Module 1: 3 REASONS FINANCIAL WELLNESS IS IMPORTANT IN THE WORKPLACE

• Finances are a major stressor
• Financial Management takes time
• Employees Want Financial Literacy

Module 2: BENEFITS TO EMPLOYERS OF FINANCIALLY FIT EMPLOYEES

• Increased productivity
• Decreased stress-related illness and absenteeism.
• Decreased HR costs
• Avoidance of theft
• Less management time on unproductive activities
• Promotes teamwork and open communication

Module 3: FACING THE CHALLENGES

• Are you having a hard time with your current bills?
• Are you drowning in credit card debts?
• Are you about to lose your home to foreclosure?
• Are you prepared for an emergency?
• Are you properly insured in case something happens?
• Are you concerned for your children’s education?
• Are you losing money on your investments?

Module 4: ASSESSING YOUR SITUATION: WHERE DO YOU CURRENTLY STAND?

• Prioritize Financial Goals
• Itemize Expenses
• List All Assets
• Identify All Liabilities

Module 5: WHAT YOU WILL LEARN

• BUILD YOUR FUTURE
  • When it comes to securing a good financial future, many people fail. The loss of money and the ability to prepare for retirement are attributed to the lack of knowledge and understanding in managing personal finances. This module will discuss the concepts in Building a Solid Financial Foundation that will help empower the participants in making the right decisions as they take the road to financial independence. They will learn how to:
    • Make Money
    • Save Money
    • Protect Money
    • Grow Money
  • PROTECTING THE MONEY MACHINE
    • Majority of Filipinos look at health care protection and life insurance as expenses they can do without. But what people do not realize is that these will be their lifeline if something happens to the Money Machine. This module will discuss the different types of health care and life insurance as well as impress the importance of preparing for life’s anticipated eventualities to protect the family from any possible financial burdens in the future.
  • PROTECTING THE MONEY MACHINE
    • More often than not, people put their money in less than 1% and borrow money at more than 12%. Worse is having credit card debts which charge around 42% compounding interest per year! This module will discuss the impact of inflation to the value of your money, the difference between investing in mutual funds and stocks as well as tap the importance of saving and investing early, consistently, and long term.
  • WHAT IS THE NEXT STEP?
    • EXECUTE!!

ENTERTRAINMENT METHODS:

To ensure a comprehensive and engaging learning experience, the training will incorporate the following methodologies:

• Icebreakers like fun and interactive activities to create a comfortable learning environment and encourage participant interaction.
• Structured Learning Activities through group discussions, role-plays, and case studies to explore real-life financial scenarios and solutions.
• Presentations as informative sessions led by financial experts to introduce key concepts and practical advice on managing personal finances.
• Interactive Workshops as hands-on activities where participants will assess their financial situations, set goals, and create action plans.
• Immediate Application Exercise as real-time exercises to practice budgeting, goal-setting, and investment planning, ensuring immediate application of learned skills.
• Q&A Sessions as opportunities for participants to ask questions and seek clarification on financial topics and personal financial issues.
• Feedback and Reflection through sessions where participants reflect on their learning, share insights, and receive feedback from trainers and peers.

To check out our other Personal Productivity-related training programs, click the link below:

Personal Productivity Training in the Philippines

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MSS Business Solutions