Personal Financial Planning and Independence Course
At a glance
- Duration
- 5 days
- Format
- Classroom
- Cities
- London, Nice, Abu Dhabi, Al Jubail, Dubai, Tbilisi and more
- Next session
- 5 – 9 October 2026, London
- Average fee
- 5,800 €
Understanding Money: A Personal Finance Training Course Overview
Discover the path to financial independence with our course, 'Understanding Money: A Personal Finance Training Course.' This comprehensive training program uniquely combines personal finance training with the practical insights of the 'Rich Dad Poor Dad' course. This personal financial planning course equips learners with essential budget skills and financial management strategies. Developed with a focus on life coaching and a money mindset, this course empowers you to navigate financial planning with confidence and ease. Through expert instruction and an engaging curriculum, participants will understand the nuances of finance for non-finance individuals. Our course builds a foundation for financial stability and wealth creation.
Target Audience
- Individuals aiming for financial independence
- Early-career professionals seeking to improve their budget skills
- Non-finance professionals who wish to gain financial literacy
- Managers wishing to enhance their finance-related decision-making capabilities
- Life coaches aiming for life coaching certification
Targeted Organizational Departments
- Finance and Accounting Departments, for honing skills in finance
- Human Resources, to understand budgeting and planning skills
- Strategic Planning, to understand personal finance and incorporate that knowledge into broader business planning
- Sales and Marketing, to understand the financial impact of their strategies
Targeted Industries
- Retail and Consumer Goods, where budgeting and personal finance training are key
- Financial Services, where financial independence and personal financial planning are crucial
- Information Technology, for better financial decision-making in projects
- Education and Training Services, for those offering finance courses or life coaching certification
- Non-profit Organizations, for effective money management training
Course Offerings
- Comprehensive knowledge of personal finance management
- Practical budgeting skills and financial planning strategies
- Concepts of financial independence and money mindset
- Introduction to finance for non-finance professionals
- Training towards a soft skills certificate in financial planning
Training Methodology
The 'Understanding Money: A Personal Finance Training Course' uses a mix of modern and traditional training methodologies to ensure a comprehensive learning experience. This personal financial planning course leverages the experiential learning model, emphasizing learning through reflection on doing.
Our training methodology incorporates lessons from the 'Rich Dad Poor Dad' course, focusing on case studies and real-world scenarios. These scenarios help demonstrate financial independence principles, offering participants a practical perspective on wealth creation.
To foster budget skills, participants engage in interactive group work sessions. These sessions simulate real-life financial decision-making situations, allowing learners to apply theoretical knowledge to practical tasks. The purpose is to create a hands-on learning environment that promotes critical thinking and problem-solving skills in finance.
Furthermore, we adopt a life coaching approach to create a conducive environment for learning. The course incorporates life coaching certification materials to cultivate a positive money mindset and self-awareness. This helps participants set financial goals, plan, and navigate their journey towards financial independence.
Feedback sessions form a crucial part of our methodology. These sessions allow learners to reflect on their progress, gain insights from their peers, and identify areas for improvement.
We believe this rich blend of case studies, group work, interactive sessions, life coaching, and feedback sessions, will help participants in 'Understanding Money: A Personal Finance Training Course' truly grasp and apply their new financial skills.
Course Toolbox
- A comprehensive workbook with exercises and case studies
- Access to leading personal money management course materials
- Digital resources for continued learning
- Budgeting and financial planning templates
- Reference materials from popular finance courses such as 'Rich Dad, Poor Dad'
Course Agenda
Day 1: Introduction to Financial Literacy
- Topic 1: Kickoff and Course Overview: Introduction to 'Understanding Money: A Personal Finance Training Course' incorporating key aspects from popular finance courses.
- Topic 2: The Concept of Money: A dive into the money mindset course materials and how different attitudes towards money affect personal finance.
- Topic 3: The Rich Don't Work for Money: Analyzing insights from the 'Rich Dad Poor Dad' course, understanding financial independence.
- Reflection & Review: Reflect on the day's learnings focusing on money mindset and financial independence.
Day 2: Empowering Financial Literacy
- Topic 1: Why Teach Financial Literacy: Importance of financial literacy for personal and professional success, promoting personal finance training.
- Topic 2: Organizing and Planning Skills: Introduction to personal financial planning course, enhancing budget skills.
- Topic 3: Mind Your Own Business: Understanding finance for non-finance professionals and applying it in real-life scenarios.
- Reflection & Review: Reflect on the day's learnings with a focus on personal financial planning and budget skills.
Day 3: Navigating the Financial World
- Topic 1: The History of Taxes and the Power of Corporations: Explore how taxes and corporations influence personal and professional finances.
- Topic 2: The Rich Invent Money: An analysis of wealth creation strategies from the 'Rich Dad Poor Dad' course.
- Topic 3: Introduction to Finance Courses: An overview of different finance courses to further enhance skills in finance.
- Reflection & Review: Reflect on the day's learnings with a focus on the role of corporations and finance courses.
Day 4: Skills Building
- Topic 1: Work to Learn—Don't Work for Money: Examining this principle from the 'Rich Dad Poor Dad' course and how it applies to financial independence.
- Topic 2: Soft Skills and Finance: Importance of communication, teamwork and leadership in finance, preparing for a soft skills certificate.
- Topic 3: Life Coaching for Finance: Introducing the role of life coaching in financial decision-making, preparing for life coaching certification.
- Reflection & Review: Reflect on the day's learnings with a focus on life coaching and soft skills in finance.
Day 5: Overcoming Obstacles and Course Wrap-up
- Topic 1: Overcoming Obstacles: Discussing common obstacles in achieving financial independence and how to overcome them, drawing on money management training materials.
- Topic 2: Personal Money Management: Discussing strategies and best practices for effective personal money management.
- Topic 3: Course Wrap-Up: Consolidating learnings from the personal finance course and discussing next steps.
- Reflection & Review: Reflect on the course learnings and how to apply them to achieve financial independence.
How This Course is Different from Other Personal Development Courses
'Understanding Money: A Personal Finance Training Course' stands out in the realm of personal development courses due to its unique focus on financial independence and literacy, rather than a generalized approach to personal growth.
This course, modeled on a personal financial planning course, goes a step further by integrating key lessons from the 'Rich Dad Poor Dad' course. This provides a fresh perspective on wealth creation and management, which many personal development courses do not cover.
Our course places a heavy emphasis on practical budget skills and offers comprehensive personal finance training. This goes beyond mere theory, facilitating the application of these skills in real-life scenarios.
Another distinct feature is the incorporation of life coaching principles. While many personal development courses only address mindset, we equip our participants with a 'money mindset'. This is achieved through a blend of life coaching and life coaching certification content, enabling individuals to confidently manage their personal finances.
In essence, 'Understanding Money: A Personal Finance Training Course' isn’t just a personal development course; it's a strategic financial independence course. It is meticulously designed to equip participants with essential skills in finance, while empowering them to take control of their financial destiny.
credits: 5 credit per day
Course Mode: full-time
Provider: Agile Leaders Training Center
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Events for this Course
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London 5 – 9 October 2026
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Nice 12 – 16 October 2026
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Abu Dhabi 19 – 23 October 2026
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Al Jubail 25 – 29 October 2026
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Dubai 2 – 6 November 2026
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Zoom 23 – 27 November 2026
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Tbilisi 30 November – 4 December 2026
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Abu Dhabi 14 – 18 December 2026
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Seoul 21 – 25 December 2026
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Langkawi 27 – 31 December 2026
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Kuala Lumpur 28 December 2026 – 1 January 2027
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Munich 28 December 2026 – 1 January 2027
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Tashkent 3 – 7 January 2027
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Madrid 4 – 8 January 2027
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London 11 – 15 January 2027
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Prague 11 – 15 January 2027
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Rome 18 – 22 January 2027
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Nairobi 24 – 28 January 2027
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Amsterdam 25 – 29 January 2027
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Tokyo 1 – 5 February 2027
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Milan 1 – 5 February 2027
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Dubai 8 – 12 February 2027
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Barcelona 8 – 12 February 2027
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Amman 14 – 18 February 2027
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Riyadh 14 – 18 February 2027
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Casablanca 15 – 19 February 2027
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Manama 21 – 25 February 2027
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Cairo 22 – 26 February 2027
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Marbella 28 February – 4 March 2027
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Vienna 1 – 5 March 2027
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Paris 8 – 12 March 2027
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Berlin 8 – 12 March 2027
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Istanbul 15 – 19 March 2027
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Athens 15 – 19 March 2027
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Amsterdam 22 – 26 March 2027
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San Diego 22 – 26 March 2027
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Kuala Lumpur 29 March – 2 April 2027
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Rome 5 – 9 April 2027
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Accra 11 – 15 April 2027
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Milan 12 – 16 April 2027
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Chicago 18 – 22 April 2027
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London 19 – 23 April 2027
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Geneva 25 – 29 April 2027
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Toronto 25 – 29 April 2027
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Muscat 2 – 6 May 2027
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Madrid 3 – 7 May 2027
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Jakarta 10 – 14 May 2027
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Istanbul 17 – 21 May 2027
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New York 17 – 21 May 2027
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Barcelona 24 – 28 May 2027
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Porto 24 – 28 May 2027
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Cairo 31 May – 4 June 2027
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Sharm El-Sheikh 7 – 11 June 2027
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Baku 7 – 11 June 2027
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Bangkok 13 – 17 June 2027
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Singapore 14 – 18 June 2027
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Cape town 20 – 24 June 2027
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Dubai 21 – 25 June 2027
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Doha 27 June – 1 July 2027
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Kuwait 27 June – 1 July 2027
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Abu Dhabi 28 June – 2 July 2027
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Trabzon 4 – 8 July 2027
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Manama 11 – 15 July 2027
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London 19 – 23 July 2027
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Bali 25 – 29 July 2027
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Vienna 2 – 6 August 2027
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Paris 9 – 13 August 2027
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Phuket 15 – 19 August 2027
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Abu Dhabi 23 – 27 August 2027
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Frankfurt 23 – 27 August 2027
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Lisbon 30 August – 3 September 2027
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Dubai 6 – 10 September 2027
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Amsterdam 13 – 17 September 2027
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Zanzibar 19 – 23 September 2027
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Montreux 27 September – 1 October 2027
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Johannesburg 3 – 7 October 2027
| Image | Location | Dates | Duration | Mode | Price | Actions |
|---|---|---|---|---|---|---|
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Abu Dhabi |
Week 26, 2027 28 June – 2 July 2027 |
5 Days | Onsite | €4,700 | |
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Trabzon |
Week 26, 2027 4 – 8 July 2027 |
5 Days | Onsite | €6,800 | |
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Manama |
Week 27, 2027 11 – 15 July 2027 |
5 Days | Onsite | €4,700 | |
|
|
London |
Week 29, 2027 19 – 23 July 2027 |
5 Days | Onsite | €5,700 | |
|
|
Bali |
Week 29, 2027 25 – 29 July 2027 |
5 Days | Onsite | €5,700 | |
|
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Vienna |
Week 31, 2027 2 – 6 August 2027 |
5 Days | Onsite | €5,700 | |
|
|
Paris |
Week 32, 2027 9 – 13 August 2027 |
5 Days | Onsite | €5,700 | |
|
|
Phuket |
Week 32, 2027 15 – 19 August 2027 |
5 Days | Onsite | €6,000 | |
|
|
Abu Dhabi |
Week 34, 2027 23 – 27 August 2027 |
5 Days | Onsite | €4,700 | |
|
|
Frankfurt |
Week 34, 2027 23 – 27 August 2027 |
5 Days | Onsite | €5,700 | |
|
|
Lisbon |
Week 35, 2027 30 August – 3 September 2027 |
5 Days | Onsite | €5,700 | |
|
|
Dubai |
Week 36, 2027 6 – 10 September 2027 |
5 Days | Onsite | €4,500 | |
|
|
Amsterdam |
Week 37, 2027 13 – 17 September 2027 |
5 Days | Onsite | €5,700 | |
|
|
Zanzibar |
Week 37, 2027 19 – 23 September 2027 |
5 Days | Onsite | €5,500 | |
|
|
Montreux |
Week 39, 2027 27 September – 1 October 2027 |
5 Days | Onsite | €7,500 | |
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Johannesburg |
Week 39, 2027 3 – 7 October 2027 |
5 Days | Onsite | €4,500 |
Frequently asked questions
Are training dates available?
Yes. Available dates and destinations are listed in the course dates section on this page.
How can I register?
Choose an available date on this page and complete the registration form, or send a programme enquiry.
Can I download the course brochure?
Yes. Use the brochure download link provided on this page.
This course by city
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