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This masterclass is a 5-week program tailored to individuals, covering the fundamentals of personal finance and investments.

We impart our clients with practical knowledge on:

1. Wealth building principles.
2. Best practices for building wealth.
3. How and where to invest
4. How to systemize your investment processes.

Who should attend?

Individuals who are looking to build a solid financial foundation and grow their wealth.

Price: Kshs 15,000
Duration: 6 weeks

This is a 3-dayintense training for pension trustees focused on grounding them on the fundamentals of investments

What do you stand to gain?

1. Understand the operations of the Various asset classes
2. Know how to create winning portfolios for schemes and the individuals
3. Get a free consultation for the trustees

Who should attend?

Pension Trustees, Human Resources professionals, Sacco Board

Price: Kshs 79,000
Duration: 3-5 days

Immerse yourself in this comprehensive training designed for pension trustees. The course provides a deep dive into retirement planning strategies, helping trustees understand the complexities of retirement income management and long-term investment planning.

Some topics discussed include

1. Mental preparedness of life in retirement
2. Portfolio Constructions
3. Investment options and review of various asset class

Who should attend?

Staff of Corporate institutions, owner management

Price: Kshs 79,000
Duration: 3-5 days

Dive into our Employee Wellness Program, a holistic initiative designed to promote and improve the health and well-being of your workforce. This program focuses on a variety of wellness aspects, including physical health, mental well-being, and work-life balance, aiming to create a healthier, happier, and more productive workplace.

Some topics discussed include

1. Housing and Real Estate
2. Debt management
3. Investment options

Who should attend?

Corporate institutions looking to increasing employee engagement and productivity

Price: Kshs 5,000 per person OR Kshs 45,000(group of 10)
Duration: 1 day

Explore our Corporate Retirement Planning program, a comprehensive course designed to equip businesses with the knowledge and tools to establish and manage effective retirement plans. This program focuses on understanding the intricacies of retirement planning, including investment strategies, risk management, and regulatory compliance, with the goal of ensuring a secure and stable retirement for employees.

Some topics discussed include

1. Portfolio Constructions
2. Goal Setting
3. Investment options and review of various asset class

Who should attend?

Staff of Corporate institutions, owner management

Price: Tailor Made
Duration: ?

Join our Wealth Wave Talks program to learn essential wealth creation and preservation strategies. This program offers insights into smooth wealth transfer to future generations and includes comprehensive training on wealth building and estate planning.

Some topics we delve into include

1. Getting it Right with your Investments
2. Using Property to Build Wealth
3. Pension Funds and Wealth Creation
4. Capitals Markets Investing

Who is it for?

This program is ideal for individuals seeking to enhance their financial literacy, wealth creation and preservation strategies.

Price:Kshs 1500
Conducted Through Virtual sessions: Enter Contact details for more info

Our Asset Classes Training is a specialized program aimed at improving financial literacy and aiding in informed investment decisions. It's suitable for both seasoned investors and beginners, providing the necessary knowledge to effectively navigate the complex world of asset classes.

Some topics we discuss include:

1. Understanding the various asset classes
2. Investing in Bonds & Treasury Bills
3. Investing in Real Estate
4. How to create a good portfolio

Who is it for?

This program is a golden opportunity for everyone! Whether you're a seasoned investor, a beginner, or simply someone curious about the financial world

Price: Free
Conducted Through Virtual sessions: Enter Contact details for more info

Join our podcast to gain insights into the world of finance and investment. Whether you're a seasoned investor or just starting your financial journey, our podcast offers valuable knowledge for everyone.

Stay tuned for our dynamic discussions on:

1. The Secrets of Successful Investing
2. Financial Fitness for the Future
3. Millennial Money Mastery
4. Unlocking Your Wealth Potential
5. The Path to Financial Independence

Our podcast is tailored especially for the youth, providing accessible and engaging discussions on key financial topics to empower them with the knowledge they need to thrive in today's economy.

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