Measuring Your Financial Fitness
Date and time
Location
Online event
Measuring Your Financial Fitness
About this event
OBJECTIVE:
Learn how to assess your financial position through analysis of your cashflow, net worth and financial ratios.
COURSE OUTLINE
• Setting SMART financial goals
• Net cashflow position
• Net worth
• Interpreting your financial ratios
WHO SHOULD ATTEND
• Those who want to have an overview of the financial planning process and learn how to assess their financial fitness.
• It is recommended that participants also attend the “Implementing Your Financial Plan” talk.
About Our Trainer:
Joseph Tan
ACTA, BSc (Hons) in Applied Accounting
Joseph started his career in commercial sector specializing in trading, import & export businesses. Thereafter, he joined the banking sector in which he worked for local and global banks for over 23 years, servicing clients in the retail, corporate, MNCS and finance institutionsspace. His areas of specialisation were cash management, trade finance, debt structuring, credit and risk assessment, compliance and process reengineering projects etc. During this period, he was also certified as an in-house trainer and assessor for the lower and middle management teams on customer engagement.
