fbpx

Are you financially free? Financially secure? Today? Tomorrow?

Join our Personal Financial Wellbeing course to answer YES to these questions!

fear

Are You:

  • Earning a salary for the first time?
  • Thinking about buying a house or car?
  • Getting married or pregnant?
  • Overwhelmed by all your bills?
  • Scraping through every month?
  • Worried about retirement?
  • Paying a lot of bank charges?
  • Overspending on the things you want?
  • Missing bill payments?
  • Thinking about starting a budget?
  • Considering debt review?
  • Drowning in debt or dreaming about being debt-free?
  • Worried about retrenchment?
  • A shop-a-holic?
  • Paying too much for insurance?
  • Responsible for others in the event of your death?
  • Scared to ask financial questions?

Then you need our Personal Financial Wellbeing course!

UPvisor

What will you learn?

  • What is financial well-being?
  • Financial goal setting
  • How much debt can you handle?
  • Starting a savings plan
  • Understanding investment options
  • Planning for retirement
  • Budgeting
  • Dealing with shortfalls during the month
  • Understanding credit scores
  • The debt review process
  • Planning for life events
  • Buying a car or a house
  • Protecting your wealth
  • Action plan for financial security

What is included?

  • More than 3.5 hours of on-demand video
  • 6 customised and editable Excel templates
  • 22 PDF worksheets and infographics
  • 18 quizzes and surveys
  • 12 downloadable and printable workbooks
  • Links to external resources
  • Access to UPvisor through the online discussion forum

Course instructor

Kristine Tudhope CA(SA)

Kristine is the Founder and Chief Disruptor of UPvisor where she provides training, mentoring and motivation in finance and technology, to groups and individuals. As a qualified Chartered Accountant with experience in industry, she has seen the need to help individuals and business owners understand their finances better. Her heart is to equip people to unlock their full potential!

What will your investment be?

Preparation

Access to Personal Financial Wellbeing downloadable resources:
 
  • 6 customisable and editable Excel templates
  • 22 PDF worksheets and infographics
  • Links to external resources

*Bonus 1: 15 minute online consultation session with UPvisor

*Bonus 2: Lifetime access to resources

R2 757

Invest Now

Fuel Up

Complete Personal Financial Wellbeing online course:

  • More than 3.5 hours of on-demand video
  • 6 customised and editable Excel templates
  • 22 PDF worksheets and infographics
  • 18 quizzes and surveys
  • 12 downloadable and printable workbooks
  • Links to external resources

*Bonus 1: Access to UPvisor through the online discussion forum

*Bonus 2: 1 year access to online course

R7 999

Invest Now

Lift Off

Take your Personal Financial Wellbeing up a notch:

  • More than 3.5 hours of on-demand video
  • 6 customised and editable Excel templates
  • 22 PDF worksheets and infographics
  • 18 quizzes and surveys
  • 12 downloadable and printable workbooks
  • Links to external resources

*Bonus 1: Access to UPvisor through the online discussion forum

*Bonus 2: 3x 30 minute one-on-one online consultation sessions with UPvisor OR 1x 60 minute one-on-one in person consultation session (South Africa only)

*Bonus 3: Exclusive access to the UPvisor Academy Facebook Group for continued discussion

*Bonus 4: 2 year access to online course

*Bonus 5: FREE access to the Entrepreneurship webinar to start your side-hustle

*Bonus 6: 10% discount on other online courses purchased

R12 275

Invest Now