Personal Financial Management

A 2-day Personal Financial Management Training Program designed to teach participants to adopt a proactive and practical way of money management. The course will cover financial planning, budgeting as well as investing and stock market opportunities, managing risk and building your own long-term wealth portfolio. Date: Dec 11, 2017 and Dec 12, 2017 Course Fees: GHS 100 per participant Book now as we have limited seating

Start

December 18, 2017

End

December 19, 2017

Address

Accra, Ghana   View map

Finlite Institute’s Personal Financial Management Course is a 2-day classroom training program designed to teach participants to adopt a proactive and practical way of money management.

Course Objectives:

The objective of the course is to help participants adopt a proactive and practical way of money management. This course will entail:

  • Budgeting for everyday life
  • The stock market and investment options for Ghanaians
  • Insurance as an investment
  • Retirement Planning

Course Instructors:

  1. David Ganesha Tetteh 
    David has worked in Ghana’s capital markets for the last 15 years and was until recently the Chief Executive Officer of CAL Brokers Limited, a position he held for 12 years. His work covered Securities Trading, Market Research, Wealth Management and Investment Banking.
    David has advised companies on debt and equity offerings in both Public & Private Markets. He also advised retail/institutional clients with investments in public equities listed on the Ghana Stock Exchange (GSE). His long association with the markets include serving on committees to set up the Central Securities Depositary, Ghana Fixed Income Market, Ghana Alternative Market (GAX) and helping to write the rules on Trading, Clearing & Settlement and the then GSE Securities Depositary. He also served as a Council Member of the GSE, serving on the Finance and Listing Committees. David has been a regular lecturer on the Securities Courses organised by the Ghana Stock Exchange and also guest lectures at the University of Ghana Business School (UGBS).
    David is the co-founder of Bargane Investment Holdings – a Venture Capital Firm with holdings in Agribusiness, Education, Financial Services and Technology. He holds a BSC Administration and an MBA from the University of Ghana Business School.
  2. Geoffrey Maison
    Geoffrey is the CEO of Fincap Securities Limited, an innovative, technology-driven investment banking start-up. He has experience in deal structuring, equity research, valuation of both public and private companies and capital-raising.
    He was previously a Senior Analyst at Cal Brokers Limited. Geoffrey has been the resource person for several personal financial planning training sessions for some corporate institutions. He has also, on several occasions, been a substitute tutor on the securities course organized by the Ghana Stock Exchange.
    He was the Gold winner in the Young Investment Professional Under 28 category of the Ghana Investment Awards (2014). Geoffrey holds an MBA in Finance from Coventry University and a BSc in Mathematics from the Kwame Nkrumah University of Science and Technology.
  3. Selasi K. Adu
    Selasi is an Investment Banking professional with a robust analytic background. Before his current role, Selasi was an Investment Banking and Research Analyst with FirstBanC Financial Services where he covered Oil and Gas, Mining, Financial Services and FMCG’s. He has also worked as a Data Analyst for the Ghana Registered Nurses’ Association Trust Fund and Financial Service Officer with Sinapi Aba Trust Limited. Selasi has been training bankers and other Financial Market participants.
    He holds an MBA in Finance from the Kwame Nkrumah University of Science and Technology and a bachelor’s degree in Mathematics with Economics from the University for Development Studies. He has also passed the Ghana Stock Exchange Securities Industry Courses.

Fees:

GH¢100 per participant. Fees include instructions and course materials.
Click here to register or use the link below this page
Limited seats available. Pay early to guarantee your seat.

Who We Are

The Finlite Institute is a professional financial training institute established and run by experienced professionals with extensive knowledge of financial markets in Ghana and across Africa. Our mission is to continuously seek innovative ways to positively transform the finances of individuals and businesses in Africa by equipping our clients with proven practical financial knowledge and skills.

Contact: Louisa Oye Awuku The Finlite Institute West Wing, Forico Mall Suite No. 2007, Osu Accra, Ghana

Register Now