PM Series - Money Matters - Your Cash flow - Budgeting and Debt


Date: Sep 3, 2018 - Sep 3, 2018

CPD hours: 2 Hours

Time: 13:00 - 15:00

Event Type: Webinar

Presenter: Monti Coetzer
CFP and experienced financial planner

Practice management includes looking after your and your employees' personal financial needs. Employees that are confident in their personal financial decisions and can see the firm's investment in them will be more satisfied and become higher performers. 


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Overview  
Practice management includes looking after your and your employees' personal financial needs. 

Employees that are confident in their personal financial decisions and can see the firm's investment in them will be more satisfied and become higher performers. 

This live event will help your staff budget and plan their personal income and expenses. When you plan, you take control of your financial life and money problems. We will guide you and your staff in understanding and managing your finances as well as all the leakage and losses you are incurring every month. By stopping these drains on your income, you will improve your cash flow and reduce debt. 


Learning objectives 

Attending this live event will empower you to understand:

  • What is personal financial planning.
  • How to prepare a personal financial budget.
  • How to negotiate with debtors.

Course content 

The following topics will be covered in the live event:

  • The importance of budgeting and keeping track of your finances, expenses and debt.
  • Demonstration of tools and calculators to help assist you with these activities.
  • Difference between fixed and variable expenses
  • How to negotiate with debtors. 
  • How to ask for better interest rates and the difference this will make to your finances.
  • Learn the simple steps used by financially successful people to get out and stay out of debt.

Obtaining your CPD certificate

This is a personal improvement webinar that is part of the Practice Management series. 

It only qualifies for 2 unstructured CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA.

Webinar attendees will not be issued with a CPD certificate.


Who should attend

This webinar is ideally for employees working in an auditing or accounting practice, including:

  • Qualified CAs, PAs, BAPs and others.
  • Trainees accountants.
  • All support staff.

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Venues & Dates

The following venues and dates are available for this event.

I'm ready to join, please contact me

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