Financial Wellness Programs

These are practical small group programs conducted in partnership with experts in various areas within and without finance. The duration of the program depends on the particular program registered for. Our programs are open/ generic or custom-made.

Our generic programs are hands-on and participant centered. They are designed to cater for the needs of individuals, teams and organizations and include the ‘BeNICERTM program and our online programs. We also build intentionally customized programs or solutions that specifically address the needs of individuals, teams and organizations. These solutions are particularly relevant where our generic options do not fit their specific needs.

1.  Be NICERTMProgram

This program focuses on the person, hence the call to ‘be’ NICER (Acronym for five habits: Note, Inspect, Correct, Engage and Repeat). Participants are guided on how to apply these five and instill the habit of:

  • Noting their financial status and goals – Participants learn how to keep proper financial records, including net worth and cash flow statements that enable them to ascertain their financial position. They learn the habit of tracking expenses and creating SMART goals that are easy to execute.
  • Inspecting progress towards their financial goals – Participants gain the skills to inspect/ monitor their net worth (& debt) position, cash management and how to monitor the progress of their goals. They also learn to differentiate between needs & wants and how to gain & keep ideal associations.
  • Correcting deviations from positive progress – Participants learn how to take corrective action (in improving their financial position) and redirect towards the desired direction. They learn how to correct their financial position by saving more, earning more and getting out of debt.
  • Engaging in achieving their goals – Participants learn that their involvement in their financial journey is key to the extent of success they get to enjoy. Investors need to understand why and where they are invested, how to grow and even safeguard their hard earned wealth.
  • Repeating the NICE habits –Success begins when one starts achieving goals in their day to day living. Participants learn that success stems not in always doing their best work; but in doing their best consistently. They gain the tools that help them put in place a strong financial foundation.

This program is open to anyone who is willing to make positive progress financially. Everyone is called to ‘come as they are’. The program is covered in six (6) sessions stretched up to 3 (three) months to allow application.

Online Program
September to November 2021
  • Saturday, 8 am to 1.30 pm
  • MODULE 1: September 4 & 18
  • MODULE 2: October 2 & 16
  • MODULE 3: Oct 30 & Nov 3
Full payment of fees in advance of the program – Kshs. 30,000 ($300)
SIGN UP
3 instalments of Kshs. 11,000 ($110)
each payable in advance of respective program modules
SIGN UP
2 installments of Kshs. 16,000 ($160)
each with the first installment payable in advance of the program and the next payable before commencement of module two.
SIGN UP

*10% discount is extended to participants who settle their fees in full by 31stAugust 2021.
*Fees include: Tuition, program manual and tools including printable PDFs & downloadable templates.

Physical Program
February to April 2022 [venue to be confirmed]
  • Saturday, 8 am to 1.30 pm
  • MODULE 1: February 12 & 26
  • MODULE 2: March 12 & 26
  • MODULE 3: April 9 & 23
Full payment of fees in advance of the program – Kshs. 40,000 ($400)
SIGN UP
3 instalments of Kshs. 15,000 ($150)
each payable in advance of respective program modules
SIGN UP
2 installments of Kshs. 21,000 ($210)
each with the first installment payable in advance of the program and the next payable before commencement of module two.
SIGN UP

*10% discount is extended to participants who settle their fees in full by 31st January 2022.
*Fees include: conference fees & stationery, teas & meals, and the program manual & tools.

Online Programs

Our online programs are intuitive & user friendly, suitable for different contexts and systematic & well integrated. The programs are self-paced and specially designed for the busy people. They are also perfect for you if unable to attend our physical programs.

Debt Management

Acquiring a large amount of debt can be a source of great anxiety and worry for many people. This course is designed to help you get started on the road to becoming debt free. You will learn more about debt and how to quickly alleviate and stay out of it. You will also get tips to support you through the lesson application journey and get take-away ideas on managing your personal debt to apply long into the future. Access the program…

Retirement Planning

The most common mistake people make in their retirement planning is not starting early enough. The amount you need to save to achieve an adequate retirement fund increases exponentially as one approaches retirement thus becoming an increasingly difficult assignment. Whatever your age, it is crucial that you begin preparing today. With an adequate retirement fund, you will look forward, rather than dread retirement. This program highlights intentional actions that you can take today to help you successfully achieve the lifestyle you desire upon retirement. Access the program…

Estate Planning

Estate planning can be a difficult subject for anyone – from the technicalities of financial planning to the emotional concerns of choosing beneficiaries. In this course, the commonly used technical terminology in estate planning is supplemented by comprehensive yet easy-to-understand content, practical scenarios and applicable action steps to aid understanding and application. The course will equip you with the tools & terminology required, help you alleviate the worries that come with estate planning and cause you to get started. Access the program…