Personal Financial Planning– Certificate Awarded
Personal Financial Planning helps you build the confidence to make smart money decisions. From managing daily expenses to planning long-term investments, this c...
Personal Financial Planning helps you build the confidence to make smart money decisions. From managing daily expenses to planning long-term investments, this c...
Managing money effectively is one of the most important life skills, yet many people struggle to create a clear plan for their financial future. This course is designed to equip learners with the knowledge and practical skills to make informed financial decisions, set achievable goals, and build long-term financial security.
Through interactive lessons and real-life examples, participants will learn how to:
Develop personal budgets and track expenses.
Understand the principles of saving and investing.
Manage debt responsibly and improve credit health.
Plan for major life goals such as education, home ownership, retirement, or starting a business.
Protect finances through insurance and risk management.
Build habits that lead to financial independence and stability.
By the end of the course, learners will have a personalized financial plan and the confidence to make smart money choices that align with their values and aspirations.
This course is ideal for young professionals, entrepreneurs, families, and anyone seeking to take control of their finances and secure a brighter future.
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Experienced Marketing Leader | Financial Literacy Advocate | Chartered Banker | Chartered Global Investment Analyst | Corporate Communications Expert | Digital Marketer |Columnist |Business Analyst | A seasoned finance and business development professional with over a decade of experience in the financial services industry, he has built a distinguished career spanning banking operations, financial literacy advocacy, member engagement, corporate communications, and strategic business growth. His expertise combines deep industry knowledge with a forward-looking approach to digital innovation and financial transformation. He has held several leadership positions at the Chartered Institute of Bankers, Ghana, where he led initiatives in member experience, regulatory compliance, business development, commercial training, and corporate affairs. His work included developing certification curricula, designing impactful training programs, driving membership growth, managing stakeholder relations, and strengthening institutional visibility through strategic media and communications management. With strong analytical and strategic capabilities, he has successfully developed and executed high-impact training and consulting initiatives, while also using digital media and content creation to expand financial education outreach and enhance organizational brand presence. Beyond the corporate environment, he is deeply passionate about financial literacy and youth empowerment. As the founder of Patrick TV GH, he leads public education initiatives focused on financial independence, savings, investments, and personal finance through YouTube, media engagements, school programs, church presentations, and community outreach initiatives. He also serves as a mentor with Elite Mentoring Program Ghana, supporting young professionals and aspiring leaders in personal and professional development. His career experience also includes leadership roles at OmniBank Ghana and Guaranty Trust Bank (Ghana) Ltd, where he managed branch operations, customer relationships, investment advisory services, sales growth, and strategic market development. Driven by innovation, leadership, and impact, he continues to champion financial literacy, digital transformation, and sustainable business growth, positioning organizations and individuals for success in an increasingly technology-driven economy.
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Students
4
language
English
Duration
03h 00mLevel
intermediate
Expiry period
12 Months
Certificate
Yes
English
Certificate Course
03h 00m