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You’ve got to tell your money what to do or it will leave”  –Dave Ramsey, American Businessman

Financial Literacy Masterclass

Course Overview:

Financial literacy helps you to plan your finances well. It helps you to streamline your present finances by keeping your future in mind. It helps you to develop a clear view of your financial situation today and determine your financial goals – including a time frame. It helps you to create a plan with clear action steps as well as implement the plan and follow up to stay on track.


Following this masterclass:-

  • You develop a clear plan of your financial situation, determine your financial goals and create a plan with actionable steps
  • You learn how and where to invest to grow your money, manage and payoff your debts while protecting self and your loved ones
  • Acquire tools useful to apply in your future financial journey
  • Tools necessary to create a clear financial plan with clear action plans
  • Hand holding for support and accountability

All attendees receive an attendance certificate and digital copies of course material.

Teas and lunch provided during the training session

Why Train With
Upscale Consulting?

  • Actionable Training
  • Interactive Classes
  • Intimate group sizes
  • Premier training venue
  • Free post-course support
  • Industry-renowned trainers


Day One:

1. My money mindset
2. Money principles
3. Goal setting
4. Earning
5. Budgeting

Day Two:

6. Debt management
7. Investing
8. Protective measures
9. Retirement plan
10. Developing a financial plan

Ideal for:

You to streamline your financial plans, with the intent of making sound financial decisions in order to get the best out of your finances.

Lead Trainer

Certified SIYB/ILO Trainer

Stephanie Nguku is the Founder and Managing Partner of Upscale Consulting. Having obtained gainful experience  from  the  financial  sector  of  over 12years.

She  plays a central role in managing and developing meaningful business relationships, underwriting credit  transactions, and working closely with partners and clients to structure and deploy commercial financing solutions for aspiring and established businesses as well as creating customized financial plans. Read more about Stephanie Nguku

What Our Alumni Said:

Now that I know how to manage money better, I aim for financial independence
John Kariuki
Boon Contractors Limited
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