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Individuals and families
  1. Base course
  2. Intermediate course
  3. Advanced course

Planning by objectives

«From family goals to a concrete financial plan»

2 days, 16 hours

Planning, saving and protecting the family

Once you have the basics, it is time to take a step up.

This programme is for those who want to

  • Organise their savings wisely
  • Plan major expenses (home, education, projects)
  • Learn to manage loans and debt
  • Protect the family against the unexpected

It is not a theoretical course but a real hands-on workshop in which you will

  • Analyse your real situation
  • Build a personalised financial plan
  • Learn to make safer financial decisions

By the end of the course you will be able to build a clear, sustainable family financial plan geared to your life goals.

Want to know more?

Tell us what you need and we will send you a proposal.

  • Find out the next dates
  • Receive the detailed programme
  • Understand which course best fits your situation
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