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Financial Planning

Financial Planning

  • Coach Maxilife
  • Category: Financial Planning
  • Review
About the Course

Objective

  • Workers know how to manage the income they receive each month.
  • Employees understand the appropriate percentages for each budget category.
  • Workers know how to save and invest properly so they don’t fall into debt.
  • Opening one’s mind to the importance of long-term financial planning.

Overview

In today’s fast-paced world, many people are tempted to live a consumerist lifestyle, unwittingly falling into a debt trap that can affect their performance at work. As a result, they are unable to perform their jobs to the best of their ability.

With proper financial management and planning, a consumerist lifestyle can be minimized so that every worker can focus more on their work, perform at their best, and reap the rewards of their hard work.

Training Duration

3 Hours

Curriculum

  • Opening people’s minds to the importance of financial planning.
  • Correct financial accounts.
  • A healthy percentage for each budget category.
  • Types of savings and investments.
  • A healthy percentage for investing based on age.

Participants

  • Frontline / Marketing / Sales
  • Back Office / Operations
  • Middle and Top Management

Investment

Corporate (Maximum of 30 Participants).
There is an additional fee for adding participants.


Hubungi Maximum Life Group untuk training Financial Planning, pelatihan perencanaan keuangan, dan pengembangan SDM perusahaan di Semarang

What Will You Learn?

Manage your monthly income in a structured and disciplined manner

Allocating financial categories using reasonable percentages

Distinguishing between needs and wants to avoid a consumerist lifestyle

Building an emergency fund systematically

Understanding the Difference Between Saving and Investing

Determining an Investment Strategy Based on Age and Risk Profile

Managing debt in a healthy and controlled manner

Setting Short-Term and Long-Term Financial Goals

Protecting assets through financial risk management

Building Consistent and Sustainable Financial Habits

Course Curriculum

Financial Mindset & Awareness
Participants were encouraged to broaden their perspective on the importance of financial planning and to understand the impact of a consumerist lifestyle on their financial future.

  • Building a Strong Financial Mindset

Structuring Monthly Income Allocation
Participants learn how to manage their monthly income through proper and structured budgeting.

Formula for a Healthy Financial Percentage
Participants understand the appropriate percentages for each budget category to prevent deficits or spending imbalances.

Savings Strategy & Emergency Fund
Participants learn how to save properly and the importance of building an emergency fund to avoid debt.

Investment Fundamentals
Participants understand the different types of investments and the difference between saving and investing.

Investment Strategy Based on Age
Participants learn about healthy investment allocations based on age and life stage.

Debt Management Strategy
Participants learn how to manage debt responsibly, distinguish between productive and consumer debt, and develop strategies for getting out of debt.

Financial Goal Setting & Life Planning
Participants learn to set short-term, medium-term, and long-term financial goals in accordance with their stage of life.

Risk Management & Financial Protection
Participants understand the importance of financial protection—such as emergency funds, insurance, and risk management—for maintaining financial stability.

Building Long-Term Financial Discipline
Participants are trained to develop habits of financial discipline so they can consistently manage their finances and investments.

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Maxilife

23 Courses 1 Student
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