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Japesh Finance Training Hub

Your one-stop center for practical, simplified, and impactful financial education.We offer interactive financial training programs designed for everyone at every stage of their financial journey.“Knowledge is the best investment you can make “

1.Financial Training for Chamas & Groups

  1. Chama Governance & Management

  2. Creating Lending and investment policies.

  3. Record Keeping and Financial Reporting

  4. Risk Management for Groups and fraud prevention: 

  5. Creating a Welfare

  6. Types of Group Investments: 

  7. Pooling Funds and understanding investment options.

  8. Creating an Investment Portfolio

  9.  Monitoring & Growing Investments

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2.Financial trainings for Corporates and SMEs

  1. Smart Money moves for career growth

  2. The link between financial health and mental health

  3. Group financial literacy sessions for SMEs, and Corporate.

  4. Corporate Financial Wellness Programs 

  5. Financial stress management for employees

  6. Effective expense management

  7. Local Investment trainings for employees

  8. Global Investment trainings for employees

  9. Money Management

  10. Retirement and pension planning

  11. Behavioral finance

  12. Risk management

  13. Debt and credit

3.Team Building with a Financial Twist

  • Financial literacy Games

  • Budget challenge games

  • Fix my Finances “the hot seat”

  • Wealth mindset Breakout sessions

  • Financial Escape room puzzles

  • Financial Trivial and Jeopardy

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Master Classes

  1. PERSONAL FINANCE  CLASS

90 mins per day

Units are

​Charges are Ksh 2,000

    •  Your Financial identity

    •  Money Mindset Deep Dive

    •  Financial goal setting & Planning

    •  Budgeting for Real Life

    •  Emergency Fund.

    •  Investing 101- Saccos, money market, fixed deposits & chamas.

    •  Goal-Based investing strategies.

    •  Conquering Debt

    •  Multiple Income Streams

    •  Insurance Protection

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Master Classes

2.PERSONAL INVESTMENT CLASS

A 6-week program.

Charges are 30,000

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    • Introduction to Behavioral Finance

    • Key Behavioral Biases to Discuss

    • Emotional Triggers in Investing

    • Advanced Portfolio construction techniques.

    • 6.Investment timing and market cycles

    • Understanding global financial markets

    • Benefits and Risks of international diversification.

    • Investing in foreign stocks

    • Global Real Estate Investments 

    • International bonds & currency diversification 

    • Commodities & Cryptocurrencies 

    • Emerging markets

    • Geopolitical risks and how to hedge them

    • Understanding investment risks

    • Understanding market cycles and Volatility

    • Risk mitigation strategies

    • Importance of exit planning

    • Types of exit strategies

    • exit strategies for different assets

    • Tax-Efficient Investing strategies

    • Tax loss harvesting (step by step)

    • Understanding tax laws relevant to investments in kenya

    • Regulations and tax implications for investing abroad

    • Inheritance tax

    • Offshore Accounts – Ethical and Legal considerations.

    • Legal structures for investors

    • Defining Your Investment Philosophy

    • Goal-Based Investment Planning

    • Determining Risk Profile and Investment Style

    • Asset Allocation Strategy

    • Investment Selection Criteria

    • Portfolio Construction and Management

    • Liquidity and Cash Flow Planning

    • Portfolio rebalancing Rules

    • When to sell

    • Retirement investment planning

    • Principles of Wealth Accumulation

    • Income Streams for Wealth Growth

    • Wealth Multiplication Strategies

    • Building Generational Wealth

    • Estate Planning Fundamentals

    • Trusts and Legal Structures for Legacy

    • Wealth Succession Planning

    • Scaling investments and Wealth Sustainability Tools

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Master Classes

3.Financial Entrepreneurship mastery – Founder Finance Formulae.

A 7-week program.

Charges are 35,000

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  • Objective: Cultivate the mindset of a financially conscious entrepreneur who builds wealth-generating ventures. 

    • Financial entrepreneurship: What it really means

    • Differences between traditional entrepreneurship and financially savvy entrepreneurship

    • The link between personal finance and business success

    • Common financial challenges faced by entrepreneurs 

    • Traits and money habits of financially disciplined entrepreneurs

    • Vision, mission and objectives creation

  • Objective: Explore various funding options and how to secure capital for business growth. 

    • Types of funding.

    • Government and private funding options

    • Attracting angel investors and grants

    • How to write a winning business proposal for investors 

    • Understanding debt vs. equity financing

    • Risks and benefits of different financing method

  • Objective: Learn how personal financial habits impact business success and how to manage business finances effectively. 

    • How to Separate personal and business finances

    • Operational costs vs. capital expenditures

    • Budgeting and cash flow management

    • Cashflow forecast for businesses 

    • Importance of emergency funds and business savings 

    • How to manage seasonal income fluctuations

  • Objective: Understand tax laws and financial regulations affecting Kenyan businesses. 

    • Choosing the right business structure

    • Overview of Kenyan tax systems

    • How to register and file taxes as a business 

    • Tax incentives for SMEs

    • Avoiding tax evasion and penalties 

    • Role of accountants and tax consultants 

  • Objective: Focus on financial literacy in sales, pricing, profitability, and day-to-day money handling. 

    • Pricing strategies for profit and sustainability

    • Break-even analysis and margin calculations

    • Managing receivables, payables, and petty cash

    • Record keeping for small businesses

    • Understanding income statements and profit tracking

    • Tools for financial tracking

  • Objective: Learn how to reinvest profits for business expansion and personal wealth creation. 

    • Reinvestment strategies for business growth 

    • Introduction to passive multiple income streams

    • Understanding the Nairobi Securities Exchange (NSE).

    • Understanding local and global investment opportunities.

    • Building a diversified investment portfolio 

    • Avoiding common investment scams

  • Objective: Help entrepreneurs build long-term wealth and develop long-term financial strategies to sustain and pass on a successful business. 

    • Scaling up: Financial strategies for expansion

    • Building a strong financial brand and credibility 

    • Wealth preservation strategies 

    • Retirement planning for business owners

    • Estate planning and business succession.

    • Building a legacy: Generational business continuity plans.

Contact Us
to Get  You Started

Mode of payment

Let’s revive your financial future together

Ridgeways Astrol Petrol Station, Kiambu Road
Tel: +254 743000222

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