Customised Financial Management Program to Develop Our Clients Competency Needs

Useful Tools and Realistic Simulations to Enhance Financial Literacies





"If opportunity doesn’t knock, build a door"

Milton Berle

 






"The secret of getting ahead is getting started"

Mark Twain




Financial Management Program

(FM)

Financial Management Program help to develop financial literacy of the staff to relate with organisational financial management.  It also helps individual in their personal financial planning in line with their career progression. Practical applications with  tools and templates will add much value in understanding business as an intrapreneur or as business person

FM 1 - Entrepreneurship

 

 

                       

                     

                        ISSUES AND CHALLENGES OF BEING ENTREPRENEURS

1. Lack of exposures in start ups, developing business, managing operations and managing business performance

2. Lack of business acumen competency and poor financial literacy due to no formal learning

3. Spending too much on non / low value added investment which gives low impact to company growth

4. Non compliance practices which do not meet financial and reporting standards putting business at risks

 

TRAINING OBJECTIVES OF ENTREPRENEURSHIP PROGRAM 

1. Guidance in developing a business system comply with the regulations and professionally managed

2. Building a competitive business model and practical strategies for executions

3. Managing business performance and critical business areas

4. Outdoing competition through practical business development strategies

 

 CONTENT OF ENTREPRENEURSHIP PROGRAM

1. Company startup stage - growth stage - leading the market

2. Managing performance using key dashboards

3. Holistic Competency of Entrepreneurship - Key Modules

4. Overcoming business challenges and managing competitiveness

FM 2 - Personal Financial Program

                   

 

                         ISSUES IN PERSONAL FINANCIAL PROGRAM

1. No formal learning in developing personal financial competency - learning by mistakes

2. Poor personal financial management contributing to crisis in career, family and personal wellbeing

3. Easily influenced and misled in scammed or bad investment leading to lost in hard earned living

4. Not leveraging asset well leading to unmet financial goals or failure in financial commitments

 

OBJECTIVES OF PERSONAL FINANCIAL TRAINING PROGRAM

1. Developing critical financial competencies and compliance to financial regulations

2. Optimising asset and liabilities through good budgeting and control

3. Tracking financial health with practical financial tools and applications

4. Leveraging investments with suitable portfolios

 

CONTENT OF PERSONAL FINANCIAL PROGRAM

1. Critical personal financial components - Checking Financial Health

2. Budgeting and Control 

3. Managing Cashflow

4. Leveraging  Assets and Managing Liabilities

5. Investment : Prospects - Risks and Portfolios

6. Tax planning and legal compliances

7. Getting out of rat race

8. Planning for growth and sustainability

FM 3 - Pre Retirement Program

                   

 

 

                         ISSUES IN PRE RETIREMENT

1. Unanticipated commitments awaiting upon retirement leading to late age crisis

2. Inadequate retirement fund leading to much compromised living standard after ending the career

3. Imbalance planning leading to many unmet objectives and unable to manage critical priorities

4. Unhappy retirement after long hardworking effort causing regret and stress at late age

 

OBJECTIVES OF PRE RETIREMENT PROGRAM

1. Proactive planning anticipating future challenges and preparing for comfortable living

2. Protect personal wealth to sustain healthy and good living after career ended without compromising lifestlye

3. Leveraging on assets to meet financial objectives with manageable risks

4. Able to enjoy a balanced life with good pre retirement planning

 

CONTENT OF PRE RETIREMENT PROGRAM

1. Personal goals and dreamt retirement lifestyle

2. Financial planning and needs

3. Legit Investments vs Scams

4. Financial budget and control

5. Leveraging and protecting assets vs. Managing Liabilities

6. Planning healthy (mind / body) with  post retirement actvities

7. Managing self - managing others

8. Managing Estates : Hibah / Will Writing

 

FM 4 - Finance For Non Finance

                   

 

 

                         CHALLENGING ISSUES UNDERSTANDING FINANCE FOR NON FINANCE STAFF

1. Negative Thinking that Financial Aspects as too complex with unfamiliar concepts and terminologies

2. Silo Mindset that financial matters are total responsibilities of Finance Department with no relevance to others

3. No formal learnings in corporate finance

4. Highly confidential subject and only for people with privilege information

 

TRAINING OBJECTIVES OF FINANCE FOR NON FINANCE PROGRAM

1. Understanding Finance in practical manner

2. How everybody contributes to finance in organisation and be compliance

3. Revisiting business processes and how finance can be better managed

4. Understanding financial reports and document

 

CONTENT OF FINANCE FOR NON FINANCE PROGRAM

1. Business analysis and process - Financial components

2. Financial statements and reporting

3. Costing

4. Budgeting

5. Taxation

6. Cashflows

7. Investments

8. Warning Signals

FM 5 -Doing More With Less

                   

 

                         ISSUES IN DOING MORE WITH LESS

1. Managing limited resources for higher productivity in turbulence times

2. Poor return on investment due to wastages and non value added activities 

3. Poor productivity due to lack of control and system in managing resources effectively

4. Irresponsible and lack of accountability in producing maximum return of investment for the organisation

 

TRAINING OBJECTIVES  OF DOING MORE WITH LESS PROGRAM (INTRAPRENEURSHIP)

1. Workprocess revisit - levels of operational efficiency and effectiveness

2. Roles and responsibilites in managing corporate resources

3. Creating more value added activities and maximising return

4. Productivity enhancement project initiatives

 

TRAINING CONTENT OF DOING MORE WITH LESS PROGRAM (INTRAPRENEURSHIP)

1. Challenges of competitive business

2. Surviving and outdoing the business competition

3.Cost drivers and business process improvement

4. Seal the leaks and productivity enhancement

5. Managing performance and controls with visual dashboards

6. Pareto 80:20 - Application at work

7. Focusing on value added processes

8. Personal and group projects

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