This Masterclass is a practical programme designed to help individuals and families manage their money wisely, make sound financial decisions, reduce financial vulnerability, and build long-term financial security. The programme goes beyond budgeting and saving. It develops the financial knowledge and decision-making skills needed to manage debt, understand investments, plan for retirement, protect assets, and distinguish sound financial opportunities from costly mistakes.
PROGRAMME OVERVIEW
Master class details
Key information about the programme, its audience and learning outcomes.
- Person delivering the master class
- Assoc Prof Martin M. Lwanga
- Purpose
- Equip participants with practical financial knowledge, habits, and tools to manage income, control expenditure, save consistently, invest prudently, and build financial resilience.
- Target participants
- Employees, managers, entrepreneurs, young professionals, families, university graduates, community groups, and people approaching retirement
- Recommended duration
- Three intensive days, with an optional five-day advanced programme covering investments, retirement planning, and wealth preservation.
- Learning approach
- Each participant prepares a personal financial statement, a monthly budget, a debt-management plan, a savings and investment strategy, and a five-year financial roadmap.
- Learning objectives
- Understand the relationship between income, expenditure, savings, assets, liabilities, and net worth.
- Prepare and manage a realistic personal or household budget.
- Develop disciplined savings habits and build an emergency fund.
- Understand borrowing costs, interest, loan repayment, and debt traps.
- Compare bank accounts, fixed deposits, Treasury bills, bonds, and collective investment schemes.
- Understand inflation, compound interest, risk, return, and diversification.
- Make informed decisions about property, business investment, and other assets.
- Recognise financial scams, fraudulent investment schemes, and unrealistic return promises.
- Plan for retirement, healthcare costs, dependants, and major life events.
- Protect financial assets through appropriate insurance, legal arrangements, and risk management.
- Make better financial decisions for households and small businesses.
- Develop a realistic plan for improving financial wellbeing over the next five years.
Category: Financial Literacy Masterclass
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