Short Learning Programmes
Course in Personal Financial Management (71056)
Course in Personal Financial Management (71056)
Duration: Six months
Target group:
Adults interested in learning about personal financial management
Admission requirements:
National Senior Certificate or an equivalent NQF level 4 qualification
Course leader details:
N J Swart
Department of Finance, Risk Management and Banking
Discipline expertise: Personal Financial management and Real Estate, the only personal financial management lecturer in South Africa for the last 20 years, author of more than 50 books on personal financial planning, the academic father of financial skills, literacy education and training in South Africa and the world, South Africas Mr Personal Financial Management
Office 3-113, A J H van der Walt Building, UNISA
Tel: 012 429 4651
Programme administrator:
Admin Officer
Unisa Centre for Lifelong Learning
360 Lillian Ngoyi Street, Pretoria Central
Solomon Mahlangu Building 2nd floor
Tel: 012 352 4288
Email address: UCL@unisa.ac.za
Application Link: www.unisa.ac.za/applyslp
Purpose statement:
The aim of this course is to educate students, individuals, parents, teachers, skills/HR trainers, brokers-to-be, employees, entrepreneurs and school leavers about TOTAL PERSONAL FINANCIAL PLANNING, the different personal financial planning areas. This knowledge is a prerequisite for life, the creation of a positive financial future,entrepreneurship and retirement
Modules:
CPFM01M - PERSONAL FINANCIAL MANAGEMENT
Content:
The module covers the following: investing your package (severance or retirement); how to choose a broker; financial risks needs and objectives; choosing between pension and provident funds; preservation funds; different investment alternatives; moving to a new employer; buying an existing business (or franchise); investing for retirement; offshore investments; investor protection; investment, income tax, estate and retirement planning pitfalls; ante nuptial contracts; and emigration.