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Finance and Banking
Finance is the study of how people allocate their assets over time under conditions of certainty and uncertainty.
Banking can be defined as the business activity of accepting and safeguarding money owned by other individuals and entities, and then lending out this money in order to earn a profit.
Sorry,the application deadline for this course has expired.

Course Title: Pre-Retirement and Pension Planning

Venue: Mombasa, KENYA  
Learning Duration:  2 weeks 
Starting: 22 May 2017  Ending: 2 Jun 2017
Fees: 1500 USD
Payment Details: to cover tuition and training materials only.

Organisations are faced with the challenge of separating with their employees at one time in the future. Many employees often seem unprepared for life after retirement and spend a significant part of their productive life worrying about it. Retirement results in changes in people's lives as they ponder what to do after leaving formal employment. While this is not escapable, retirees can escape the suffering and consequences often suffered by preparing for retirement early. To do so requires a proactive approach to developing a retirement plan early enough in one's career. Organisations also have the responsibility of helping their employees plan for their retirement. This not only makes the employees feel appreciated, it also leads to improved productivity.


Pension Managers, Officers and Accountants. All cadres of employees who are about to retire either voluntarily, non-voluntarily or by age. Other employees are also encouraged to participate as a way of planning their retirement early.


At the end of the course participants will be able to:

  • Identify challenges faced by retirees;
  • Develop plan for life after retirement;
  • Examine strategies of managing personal finances including budgeting;
  • Raise awareness of changes expected after retirement and discuss ways of coping

with such changes;

  • Plan and budget for pension provision;
  • Explore and plan for opportunities in retirement;
  • Examine ways of helping retirees integrate and assume new roles in the community.


  • Retirement: opportunities, challenges and implications;
  • Retirement planning strategies;
  • Managing retirement challenges.
  • Managing change;
  • Managing pensions funds
  • Matching opportunities to individual needs;
  • Planning for and investing the pension funds and personal financial planning

and management;

  • Entrepreneurship; Investment planning and management;
  • Business management and development;
  • Mentoring and coaching for retirees;
  • Maintaining one's health.

Course No:  2017-05-22-3-9-1884



2 Jul 2018
  BUSINESS SCHOOL CALENDAR FOR 2018   ESAMI Business School is inviting applications for its degree programmes scheduled to commence as below.     DBA COMMENC...
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