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Financial Solutions Training

Empowering Groups, Chamas, Corporates & Teams 

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Managing finances as a couple is essential for building a strong and secure future together. At Japesh Financial Solutions, we help couples merge their finances and establish shared financial goals to ensure long-term stability. Our expert guidance supports joint expense management, helping partners allocate resources efficiently while maintaining financial transparency. We assist in creating savings and investment plans, ensuring that both short-term needs and long-term aspirations are met.

Additionally, our Couples & Family Financial Advisory services cover education and child future planning, estate planning & wills, and retirement planning through pensions, NSSF, and personal savings. We also help couples navigate financial conflicts, manage financial risks, and develop tax-efficient strategies to maximize wealth. Whether you're planning for the present or securing your family's future, our tailored financial solutions provide the roadmap to financial success.

Our Financial Training Services 

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Group & Chama Financial Training 

  • Smart Savings & Investment Strategies for Chamas & table banking groups. 

  • Record Keeping & Financial Management for group sustainability. 

  • Risk Management & Fraud Prevention in group investments. 

  • Growing Your Chama Funds through profitable ventures (real estate, Saccos, agribusiness). 

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Corporate Financial Wellness Programs 

  • Employee Financial Literacy – Budgeting, debt management, and savings. 

  • Retirement & Benefits Planning – Maximizing pensions & NSSF. 

  • Investment Readiness for Staff – Understanding stocks, bonds, and mutual funds. 

  • Financial Stress Management – Improving productivity through financial stability. 

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Team Building with a Financial Twist

  • Financial Challenges & Games – Fun, competitive money management exercises. 

  • Group Investment Simulations – Practical lessons in teamwork and financial strategy. 

  • Financial Goal-Setting Workshops – Aligning team objectives with financial growth. 

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Cooperative & Sacco Training

  • Effective Financial Management for Cooperatives – Cash flow, loans, and dividends. 

  • Governance & Compliance – Meeting regulatory requirements. 

  • Member Education – Enhancing financial discipline and participation. 

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Who Should Attend?

  • Chamas & Investment Groups – Grow your pooled funds wisely. 

  • Corporate Teams – Improve employee financial wellness. 

  • Youth & Women Groups – Build a strong financial foundation. 

  • Cooperatives & Saccos – Strengthen financial governance. 

  • Community-Based Organizations – Promote economic empowerment. 

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Personal Finance Planning goals 

  1. Merging finances and setting financial goals together 

  2. Managing joint expenses and financial responsibilities 

  3. Creating a savings and investment plan for the future 

  4. Couples & Family Financial Advisory 

  5. Education & child future planning 

  6. Estate planning & wills 

  7. Managing financial conflicts 

  8. Navigating financial challenges in relationships 

  9. Retirement planning (pensions, NSSF, personal savings)

  10. Risk management

  11. Tax-efficient strategy

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How Our Training Works 

  1. Needs Assessment – We understand your group’s financial goals, Customized Training Plan – Tailored content & delivery (workshops, webinars, bootcamps). 

  2. Interactive Sessions – Engaging activities, Q&A, and case studies. 

  3.  Post-Training Support – Follow-up resources & mentorship. 

Charges

Chamas 10,000 per session.

Trainings depends on package.

Let’s revive your financial future together

Contact Us to Get Started

Mode of payment

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

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