Learning Activity Description

Planning for a Finanically Secure Future

______

Office use only

Learning Activity Type / Choose from the following-
‘tick’ appropriate box
Essentials / Edinburgh Napier Essentials
Role Essentials / Administrative Skills
Health & Safety Skills
I.T Skills
Leadership & Management Essentials
Research Skills
Career Development / Academic & Professional Development
Personal Effectiveness / 
Leadership & Management Development
Research Development
Learning Supplier / Alexander Docker, St James’s Place
Linked to
Details to be confirmed by Facilitator/ Trainer
Duration / 2 hours / Learning hours / 2 hours
Minimum Delegates / 6
Maximum Delegates / 15 – 3 to be allocated to QMU if required
Brief Description – For use on the Intranet Events only
This event is for any member of staff wishing to take control of their finances and plan for a secure future.
Topics that will be covered include;money management, protecting those important to you, retirement planning, the Mortgage Market 2012,growing your wealth and legal matters.

HR Connect Learning Activity Overview

Planning for a Finanically Secure Future
Facilitated by:Alexander Dockar, St James’s Place
Duration: 2 hours
Who should attend:
Any member of staff wishing to take control of their finances and plan for a secure future.
Description
This course aims to give you information, knowledge and the opportunity to discuss key financial and legal planning issues to help you plan for a financially secure future.
Topics that will be covered include;money management, protecting those important to you, saving for children, retirement planning, the Mortgage Market 2012,growing your wealth and legal matters.
Participants will:
By the end of the session you will:
  • Have increased individual knowledge and understanding of general financial planning issues and the impact your actions can have.
  • Been given information and knowledge to enable a financial sense check at the mid career point
  • Have been encouraged to take individual responsibility for future long term security.
Conditions:
Attendance should be discussed and agreed with your HOD/ line manager and linked to your PDR Learning & Development Plan before booking.
Charges:
To attend: Free to members of staff.
Cancellations & non-attendance:
Cancellations will be accepted up to 10 working days before the event starts. Thereafter, your department will be charged for cancellationsand non attendance on the day, unless thereare exceptional circumstances.
Learning Provider:
These events are organised by:
Corporate Learning & Development
Email:
Extn: 5036

1