Course Overview

The "Holistic Financial Wellness" course is a comprehensive program designed to empower individuals with the knowledge and skills needed to achieve financial stability, make informed decisions, and secure a prosperous future. In an era of financial complexity, this course equips participants with practical insights into personal finance, tax optimization, and retirement planning. By integrating both foundational principles and advanced strategies, this course prepares learners to take control of their financial well-being and navigate life's financial challenges with confidence.

Module 1: Foundations of Financial Literacy

• Introduction to basic financial concepts, budgeting, and money management.
• Understanding the power of compound interest and time value of money.
• Developing a solid financial foundation for long-term success.

Module 2: Smart Investment Strategies

• Exploring various investment options, including stocks, bonds, mutual funds, and real estate.
• Understanding risk and return dynamics in investment decisions.
• Developing personalized investment strategies aligned with individual goals.

Module 3: Tax Efficiency and Planning

• Navigating the complexities of personal taxation and tax optimization strategies.
• Understanding tax deductions, credits, and tax-efficient investment choices.
• Minimizing tax liabilities and maximizing after-tax returns.

Module 4: Retirement Planning and Wealth Accumulation

• Developing a comprehensive retirement plan based on individual goals and timelines.
• Analyzing retirement account options, including 401(k)s, IRAs, and pension plans.
• Implementing strategies to ensure financial security during retirement.

Module 5: Debt Management and Credit Optimization

• Strategies for managing and reducing debt effectively.
• Understanding credit scores and techniques to improve creditworthiness.
• Making informed decisions about borrowing and leveraging.

Module 6: Estate Planning and Wealth Transfer

• Exploring the importance of estate planning and creating a will.
• Understanding the probate process and strategies to minimize estate taxes.
• Ensuring a smooth transition of wealth to heirs and beneficiaries.

Module 7: Behavioral Finance and Financial Psychology

• Understanding the psychological factors that influence financial decision-making.
• Identifying common biases and emotional triggers that impact financial choices.
• Strategies for overcoming behavioral barriers and making rational financial decisions.

By offering a comprehensive curriculum that covers essential financial concepts, investment strategies, tax planning, retirement preparation, and more, this course equips participants with the tools they need to navigate their financial journey with confidence. Graduates will be empowered to make informed financial decisions, achieve their goals, and build a secure and prosperous future for themselves and their families.

Course Fee

₦285,000

Date & Location

• Date: 8th Jul - 10th Jul, 2025
• Location: Lagos
• Virtual Learning: Available

• Date: 14th Oct - 16th Oct, 2025
• Location: Lagos
• Virtual Learning: Available