The SAQA accredited On the Money big five secrets of money management workshop is based on the extended analogies of the animal behaviours of South Africa’s Big 5. The “secrets” of the Big 5 seek to impart basic lessons that assist in improvement of financial behaviour. The 5 secrets are:
- The secret of the Lion: Save first, save fast
- The secret of the Leopard: If you can’t dream it, you can’t do it
- The secret of the Elephant: Easy budgeting, regular budgeting
- The secret of the Rhino: Charging down your debt
- The secret of the Buffalo: Protecting and investing your wealth
The workshop shares vital principles of money management to encourage: improvement of individuals’ standard of living; hope and optimism; and creation of a savings culture through a change in positive financial behaviour.
For more detailed information, please visit the On The Money site.
Training Delivery Model
The training delivery module comprises the following:
- The On the Money workshop is an 8 hour (1 full day) session. The 8 hours can be broken down into smaller sessions over a period of time.
- The On the Money - lite workshop is a 3 hour session.
- The Wealth management sessions suggested above is 1 to 2 hours in length each.
- Training is conducted by fully accredited Old Mutual facilitators.
- In order to assist executive level staff with their personal wealth management in general, we also offer focused sessions facilitated by Old Mutual’s economists and investment portfolio managers.
- A certificate of attendance is issued to learners who have attended the full day On the Money training. Alternatively, NQF aligned credits can be awarded to certain learners.
- A minimum of 25 and a maximum of 35 attendees are required per session in respect of the On the Money sessions.