The Financial Literacy Bootcamp
This essential training programme is not merely a session; it is a transformative investment in the future of your workforce. By enhancing their financial literacy and management skills, you are not just gifting your employees with knowledge, you are empowering them to take charge of their financial destinies.
This training initiative aligns with our commitment to fostering a thriving workforce in Trinidad and Tobago, creating a culture of financial wellness that ultimately benefits the entire organisation. As Warren Buffett famously said, "Do not save what is left after spending; instead, spend what is left after saving." This philosophy cultivates proactive financial planning and prioritises savings, laying a solid foundation for long-term financial health.
Together, let us show your employees the path to financial empowerment!
Topics to Be Covered
Where are you today with your money
- Budgeting 101
- Managing expenses
- Savings vs investing
- Systems and tools that can assist
- Personal Balance Sheet
How did you get there
- Psychology of money (beliefs and behaviours)
- Money Myths
Where do you want to be?
- Setting and achieving your goals
Debt and its functions
- Good debt vs. Bad debt?
Managing bonuses, overtime, back pay etc
- Bonus, promotion, overtime pay, back pay
Money and your household
Date & Time
Date: Wednesday, 3rd December 2025
Time: 9:00 a.m. - 12:00 noon
Cost
Cost (per person):
$600.00 plus vat (ECA Members)
$840.00 plus vat (Non-Members)
Special Group Rates Available!
Facilitator
Ms Gail Roberts
Financial Services Professional
Gail Roberts holds a double First-Class honours degree in Mathematics and Economics from the University of the West Indies. Ms. Roberts also holds the Diploma in Actuarial Techniques from the UK Institute of Actuaries. In addition to actuarial and pensions consulting, she has over 20 years’ experience in developing and delivering seminars and workshops on retirement and financial planning to employees, managers, trustees, unions and management committee members.
NEED MORE INFORMATION?
For further details please contact:
Training Department | 1 (868) 675-5873/638-6463
Ms Laura Rosales | ext. 246 |
Ms Shantala Reece-Whiteman | ext. 248 |
Email:
Event Information
| Event Date | 03/12/2025 9:00 am |
| Event End Date | 03/12/2025 12:00 pm |
| Individual Price | Members: $600.00, Non-Members: $840.00 (plus vat per person) |
| Location | Online - ZOOM Meeting |