Pre-Retirement Training
Comprehensive 2-day workshop for employees approaching retirement. Covers pension options, investment strategies, and lifestyle planning.
- Pension & annuity deep-dive
- Healthcare in retirement
- Estate planning basics
Personal Finance Plan Workshops
Practical 1-day session on budgeting, debt management, savings automation, and building an emergency fund.
- Budgeting frameworks
- Debt reduction strategies
- Goal setting
Savings & Investment Training
Demystify money markets, equities, bonds, and unit trusts. Learn how to build a diversified portfolio.
- Risk vs return
- Asset allocation basics
- Investment scams awareness
Corporate Financial Wellness Programs
Tailored employee financial education to reduce stress and improve productivity. Includes pension education and debt coaching.
- Customized for your workforce
- One-on-one follow-ups
- Quarterly webinars
University Students Financial Awareness
Engaging sessions on student loans, first-time investing, credit scores, and avoiding financial pitfalls.
- Budgeting for students
- Saving while studying
- Career & money
Employees Retirement Readiness
Focused program for staff aged 45+ covering NSSF Tier II, additional savings, and transition to retirement.
- Pension projections
- Healthcare transition
- Lifestyle planning
One-on-One Financial Guidance
Personalized coaching sessions tailored to your unique situation — debt, investment, or retirement.
- 60-min private session
- Action plan delivered
- Follow-up support
Education Cost Planning
Workshop for parents on saving for primary, secondary, and university fees using structured plans and investment vehicles.
- School fee projections
- Education bond options
- Tax-efficient saving
Monthly Financial Webinar
Free 45-min live session covering rotating topics: investing basics, retirement myths, or saving for emergencies.
- Q&A with Serah
- Recorded access
- Downloadable guides
Investment Masterclass
4-part deep dive into stocks, bonds, money markets, and real estate. For serious investors.
- Portfolio construction
- Risk management
- Market analysis basics
Retirement Planning 101
Self-paced online course covering pension types, savings targets, and common mistakes to avoid.
- Lifetime access
- Worksheets included
- Certificate of completion
School Fees Planning Webinar
Seasonal webinar focused on education inflation, savings ladders, and using education plans effectively.
- Real case studies
- Calculator demo
- Q&A session
Meet Your Lead Trainer: Serah Wanjiku
Serah is a Certified Financial Planner with over a decade of experience in financial education. She has trained employees from top Kenyan corporations, university students, and retirees. Her engaging style makes complex topics accessible.
