Personal Financial Management: A Money Management Course for Your Team

George profile picture
George
6 months ago
I recently completed the Financial Modelling in Excel course at the Johannesburg School of Finance, and I can confidently say it was an incredibly valuable experience.
The course is exceptionally well structured, focusing not only on Excel techniques but also on the underlying thinking and design principles required to build reliable and effective financial models. What stood out most was the emphasis on practical application — every concept was grounded in real-world scenarios, making it immediately useful beyond the classroom. The course successfully builds both confidence and competence, even for those without a strong financial background, which aligns with its goal of making finance accessible and practical.
Mr John Mitchell is an outstanding instructor. His ability to simplify complex financial concepts and explain them in a clear, logical, and relatable way truly sets him apart. With decades of experience in finance training, he brings both depth of knowledge and a very human, patient teaching style to the course.
He ensures that no one is left behind, taking the time to reinforce understanding and encourage questions. His approach makes learning engaging, structured, and genuinely enjoyable.
Overall, this course exceeded my expectations. It is highly practical, thoughtfully delivered, and extremely relevant for anyone looking to build strong financial and analytical skills using Excel. I would highly recommend the Johannesburg School of Finance to anyone serious about developing real, applicable financial expertise
Allan B. profile picture
Allan B.
6 months ago
I did the Financial Modeling course with the Johannesburg School of Finance. I had an exceptional experience with this course. From the very beginning, the structure was clear, well-organized, and easy to follow. Each module built logically on the previous one, making even complex topics feel manageable and engaging.
The instructor, Mr John Mitchell demonstrated deep knowledge of the subject matter and explained concepts in a way that was both practical and easy to understand. I especially appreciated the real-world examples, which helped bridge the gap between theory and application.
The course materials were high quality, and the assignments were thoughtfully designed to reinforce learning without feeling overwhelming. Feedback was timely and constructive, which made a big difference in my progress and confidence.
What stood out most was how relevant and applicable the content was. I’ve already been able to apply what I learned in real-life situations, which speaks volumes about the value of this course.
Francis C. profile picture
Francis C.
7 months ago
I recently attended a financial short course offered by the Johannesburg School of Finance, and I would like to commend the institution for delivering a highly professional and impactful training experience. The course was well organized and structured in a way that ensured participants gained both theoretical understanding and practical financial skills.
The training content was relevant and comprehensive, covering key financial concepts that are essential for effective financial management and decision-making. The facilitator demonstrated a high level of expertise and was able to present complex financial topics in a clear, practical, and engaging manner. The use of real-life examples and practical exercises greatly enhanced the learning process and made it easier to relate the concepts to real work situations.
Another notable strength of the program was the interactive learning environment. Participants were encouraged to actively participate through discussions, questions, and sharing of experiences, which enriched the overall learning experience and allowed for a deeper understanding of the subject matter.
The course materials provided were also very useful and will continue to serve as valuable reference tools in my professional work. The knowledge and skills gained from this training will undoubtedly contribute to improving financial analysis, budgeting, and financial decision-making in my professional role.
Overall, the training delivered by the Johannesburg School of Finance was of a very high standard. I would highly recommend their short courses to professionals seeking to strengthen their financial knowledge and practical financial management skills.
Saskia van R. profile picture
Saskia van R.
7 months ago
I had a fantastic experience with John doing the Finance for Non-Financial Managers course. It was fun, informative and practical. I felt like I really understood the fundamentals which made me more confident. He has a great teaching style; patient and encouraging! There were lots of practical exercises to apply everything. Highly recommended!
Roberto Bauab P. profile picture
Roberto Bauab P.
7 months ago
I've made a Finance course in Johannesburg School of Finance when I was a Commercial Director. Couple of months after I've got a promotion to Country Manager, partly because I've got a better understanding of the business finance language and principles acquired in this course. I highly recommend it.
Dalene B. profile picture
Dalene B.
7 months ago
When you are done with the frustration of trying to understand text books, you go straight to Johannesburg School of Finance where you understand the training from the get go. Personal attention from John Mitchell who has decades of experience will bring clarity to the non-financial person to fully understand the world of finance in business.
Thank you John for your unique and patient sharing of your knowledge - your passion makes all the difference!
Ashraf I. profile picture
Ashraf I.
7 months ago
As an attendee of the Johannesburg School of Finance in 2018, I am writing this review to express my sincere appreciation for the quality of education and professional development provided by the institution.

Navigating the complexities of modern finance requires more than just theoretical knowledge; it requires a sharp, analytical mindset and the ability to apply concepts to real-world scenarios. My experience at JSF was instrumental in sharpening these skills.

Key Highlights of the Experience:

Practical Curriculum: The coursework was meticulously designed, bridging the gap between academic theory and the practicalities of the South African and global financial markets.

Expert Instruction: The facilitators demonstrated not only a deep mastery of financial principles but also a keen understanding of current industry trends and regulatory environments.

Networking & Engagement: The environment fostered meaningful dialogue among professionals, allowing for a diverse exchange of ideas that added immense value to the formal sessions.

"The insight gained during my time at the Johannesburg School of Finance has been a cornerstone of my professional growth and my continued drive to keep myself up to date in respect of financial education especially from a business perspective.

The clarity with which complex investment and corporate finance modules were delivered is a testament to the school's excellence."

I highly recommend the Johannesburg School of Finance to any professional or organization looking to improve their financial literacy and strategic decision making capabilities.

It is an investment that yields immediate and tangible returns.

Best regards,

Mr. Ashraf Ismail
Richard H. profile picture
Richard H.
7 months ago
This is an excellent course that explains the financial workings of a business in clear and simple language, progressively introducing you to the concepts and with many practical examples and exercises. John Mitchell is a wonderfully patient tutor who is always prepared to answer your questions and explain anything you don't fully understand. He also has many fascinating anecdotes and insights that give real world relevance to what is being taught. I would thoroughly recommend this to anyone who is seeking to gain a good understanding of financial concepts in their professional lives.
Samantha P. profile picture
Samantha P.
7 months ago
Did a course Finance for Non-Financial Managers with John Mitchell and it was such a dynamic and powerful course - took my career to new heights! Got an amazing job offer not long after I took the course. John is very intuitive and he has a hands-on approach on how to apply what you have learned to what you are acually doing. Highly recommend!
H P. profile picture
H P.
7 months ago
I found the course very Interesting and a serious learning curve, and although I did it a long time ago I still use what I was taught in my current daily job.
Sarah M. profile picture
Sarah M.
8 months ago
Having completed the course in Finance for non Financial Managers, I feel much more confident in attending work meetings where financial topics are being discussed. As a trainer, John was warm, engaging, and easy to approach. He broke down the concepts in a clear, simple way and used lots of examples and practical exercises to help the knowledge stick. He also shared stories from his own experience in business, which made the course feel real and relatable. The training made key finance and accounting ideas easy to understand and showed why they matter so much for running a healthy, successful business. I can gladly recommend the JSF for those looking to deepen their knowledge in in business finance.

What You’ll Gain from Our Personal Financial Management Course

Improve Your Money Management

Be alerted to common mistakes in personal money management, and learn to deal with them.

Build Everyday Personal Finance Skills

Identify your own personal strengths, weaknesses, needs and wants. Learn to maximize both security and satisfaction.

Plan with Confidence

Understand your income patterns, balance lifestyle needs, and prepare for long-term stability.

Believe in the Benefits of Financial Health and Avoid the Risks

Spot risks such as debt, credit misuse, or hidden costs and avoid them before they impact your finances.

Who Should Join This Personal Financial Management Course?

Course Breakdown

How we aim to give you practical skills and knowledge from the first session…

One Day

09h00 to 15h30

In-house Only

Up to 20 Delegates

R33,400 (ZAR) / $2,037 (USD) (No VAT)

Certificate of Completion

Instructor Led

Printing Fee R145 per delegate booked plus travel, venue hire and accommodation

Session One

Income Trajectories

See how income and lifestyle patterns affect financial choices.

• Map and understand your income trajectory over time
• Compare revenue and expense scenarios to see risks
• Explore how lifestyle choices influence real take-home pay
• Practice simple exercises to set realistic expectations

Session Two

Setting Personal Financial Goals

Define your priorities and create flexible, achievable plans.

• Uncover hidden and visible money goals
• Write and review personal financial objectives
• Adapt plans with course corrections and adjustments
• Balance resilience and flexibility when challenges arise

Session Three

Investment, Tax, and Inheritance

Learn practical tools to protect and grow your wealth.

• Understand different types of investment product and their implications
• See how compound interest builds long-term savings
• Explore the role of taxes, wills, and insurance
• Plan for inheritance and family financial responsibilities


Session Four

Pitfalls and Smart Strategies

Recognise risks and build better habits.

• Spot peer pressure and lifestyle spending traps
• Manage credit responsibly and control income flow
• Avoid risks in property ownership and renting
• Prepare for unexpected events with practical strategies


How You Might Benefit from This Personal Financial Management Course

We found our delegates improve their ability to:

Feel more secure in your personal wealth – this personal finance course gives you clear, step-by-step guidance from experienced trainers.
Apply practical money management tools you can use straight away in your personal and professional life.
Make wiser decisions by learning how to plan, budget, and manage financial choices with confidence.
Understand income and spending patterns to balance lifestyle needs with long-term goals.
Avoid common mistakes such as overspending, credit traps, or hidden financial risks.
Obtain personal finance strategies you can share at work or apply at home.
Walk away with recognised skills and the confidence to make better financial decisions every day.
Woman calculating finances at a laptop, representing hands-on learning in an online cost control and budgeting course

Frequently Asked Questions

Unsure where to start? Just ask.

We’re happy to chat and see how we might be able to help. We respond within one business day, and if our courses aren’t quite what you’re looking for, we’ll do our best to point you in the right direction.

Alternatively, drop us a WhatsApp on +27 82 494 4663.

Otherwise, why not have a look at our other courses?

What to Explore First? Start With These

Not ready for the full course? Explore some of the ideas and thinking behind what we teach — straight from our blog.

Financial management for small business
What is financial management