The Basics of Financial Literacy for Households and Entrepreneurs

This CPE course is designed to equip entrepreneurs, small business owners, self-employed persons, etc., with the necessary skills required to navigate the precarious financial times ushered in by the COVID-19 crisis. Participants will be taught the basics of financial planning, money management and saving, and financial forecasting and budgeting, which are necessary skills for surviving the crisis and beyond. Through the use of case studies and projects, learners gain hands-on experience in the strategic deployment of financial literacy.

More about this programme

The primary aim of the course is to provide learners with informed choices related to spending, saving, borrowing, and investing. Students will learn the foundation of long-term financial security.  Personal Finance is not just about textbook learning; it challenges students to use their critical/creative skills in all aspects of Business and Personal Finance, particularly in times of crisis.

Topics covered include:

1. Attitude and Money Scripts/Goal Setting/Budgeting
2. Entrepreneurship
3. Home Ownership
4. Risk Management
5. Planning for Retirement
6. Managing Debt
7. Investing
8. Saving

Assessment:

Practical Exercises 40% 

Debate summaries 40% 

Class Participation 20%

Entry Requirements

The rationale for enrolment is expected to range from personal interest to professional and vocational benefits. There are no prerequisites.