TARGET AUDIENCE

The project seeks to equip a small group of 10 to 15 individuals who typically hold the following roles:

1. Start-up founders;
2. Professionals;
3. Small business owners;
4. Youth entrepreneurs;
5. Aspiring investors and entrepreneurs;
6. Young graduates;

These are people who desire to grow financially and economically and are willing to invest the time and resources to achieve their goals.

PROGRAM OBJECTIVES

1. To equip individuals and business owners with key financial skills to make their businesses profitable;
2. To improve the financial knowledge of individuals and business owners;
3. To improve odds of success of small businesses through improved financial management.
4. To increase the financial well-being of participants

LEARNING OUTCOMES

At the end of the course each participant should be able to walk away with a written personal financial plan which they have developed personally and are intent on following. The Money Engineer can offer to help follow up with participants for a small fee to ensure effective implementation.

We expect the following measurable outcomes:

1. Demonstrable understanding of key financial concepts (assets, liabilities, equity, Cashflow, leverage, profit, return on investment, risk, interest rates, compounding, etc.)
2. Improved savings rates among the target audience;
3. Increased net assets;
4. Optimized/reduced debt/credit exposure;
5. Improved business performance/growth;
6. Career/professional growth.

PROGRAM STRUCTURE

The program will be delivered over three-hour sessions delivered once a month for 12 months. The sessions will be delivered online via Zoom every last Saturday of the month from 10.00am to 1.00pm. Each month participants will be expected to read and share at least one book on personal finance/development.

The program is divided into four modules. Participants can choose which modules they wish to participate in.

• Module 1: Personal Finance
• Module 2: Business Finance
• Module 3: Investment Planning
• Module 4: Your personal financial plan

Learning will be reinforced in the group by all participants sharing different perspectives. Participants will be expected to hold each other accountable on their personal goals throughout the 12 months.

Table 1: Program structure

MODULE 4: YOUR FINANCIAL PLAN

Date	Topic	Learning out come	Ref books
31-Oct-2021	10. Retirement+ Estate planning . Retirement planning . Your will . Sustaining your estate beyond death	Planning for retirement	Earn it and enjoy it- Linda Proctor Built to last – Jim Collins
28-Nov-2021	11. Family finances . Money + relationships . Children +money . Giving . In-laws and relatives	Understand the role of money in personal relationships.	Debt proof your marriage – Mary Hunt
18-Dec-2021	12. Your personal financial plan . Money goals . Investments . Retirement . Businesses . Career . Multiple income streams	Finalize your personal financial plan and present it to the group	Atomic habits – James Clear Take charge of your money – John Ntende

FACILITATORS

The facilitation team will be led by John Ntende (The Money Engineer). Different facilitators will be brought in for different sessions to share their experiences.

John has diverse experience in Management, Finance, Strategy, Enterprise development, etc. as indicated in the table below. John also publishes a daily financial literacy blog called the “The Money Engineer.”

Name	Role	Qualifications	Experience
John Ntende	Team Leader (strategy/ finance expert)	-MBA – Edinburgh Business School, Heriot Watt University, -ACCA (Association of Chartered Certified Accountants) -BSc. Engineering – Makerere University	-Co-founder and Managing Director Litera8 Ltd -Founder – The Money Engineer -Co-founder and Finance Director – Fab Creations Ltd -Head of Strategy – Electricity Regulatory Authority -Manager Corporate Strategy – Umeme Limited -Head of Internal Audit and Risk Management – Umeme Limited -Regional Manager – Umeme Limited -Associate – Deloitte (U) Ltd

PROGRAM BENEFITS

The program comes with the following FREE benefits/resources:

1. A FREE copy of my book – Take Charge of your Money by John Ntende;
2. Knowledge and information valued at over UGX 10 million distilled in a simple to understand fashion;
3. Membership to an exclusive WhatsApp forum dedicated to helping you grow financially (all questions and inquiries will be addressed here);
4. Monthly one on one coaching call with one of the leading experts on personal and business finance in the country (The Money Engineer);
5. Interaction with like minded peers eager to grow financially;
6. Interface with different experts on different topics;
7. MONEY BACK GUARANTEE: If anyone goes through this entire program, applies all the principles learned and they fail to either save, invest, or earn an additional UGX 1,000,000 within 12 months then we shall reimburse their tuition;
8. FREE tools, apps and templates on budgeting, investment analysis, business plans, etc;
9. FREE personal finance plan reviewed by The Money Engineer;
10. Flexible and modular three-hour online sessions delivered monthly focusing on improving your economic well-being;
11. FREE work book with all the templates and reference materials;

1. The following FREE e-books (and many others):

• Think and Grow Rich – Napoleon Hill
• You were born rich – Bob Proctor
• Secrets of the millionaire mind – T. Harv Eker
• The Science of getting rich – Wallace D. Wattles.
• The automatic millionaire – David Bach
• Your money or your life – Vicky Robins
• The Way to wealth – Benjamin Franklin
• Total Money makeover – Dave Ramsey
• The rules of work – Richard Templar
• The Lean startup – Eric Ries
• Startup school – Seth Godin
• The E-myth – Michael E. Garber
• The Art of money getting – P.T. Barnum

• Richest Man in Babylon – George Samuel Clason
• Shark Tank Jump Start Your Business – Michael Parrish
• Elon Musk – Ashlee Vance
• Dear Founder by Maynard Webb
• Zero to One – Peter Thiel
• Everyday millionaires – Chris Hogan
• The millionaire next door – Thomas J. Stanley
• Happy Money – The Japanese Art of Making Peace with Your Money – Ken Honda
• Grit – Angella Duckworth
• Earn it and enjoy it – Linda Proctor
• Built to last – Successful Habits of Visionary Companies – Jim Collins and Jerry I. Porras
• Debt proof your marriage – Mary Hunt
• Atomic habits – James Clear

YOUR INVESTMENT

The total program cost is UGX 1,000,000 for all the four modules delivered on a quarterly basis. Each module goes for UGX 250,000. Participants can choose which module to pay for and participate in. A discounted price of UGX 900,000 is available for anyone who pays upfront for the whole year.

Module	Timing	Cost(UGX)
Module 1: Personal Finance	Jan – Mar	250,000
Module 1: Business Finance	Apr – Jun	250,000
Module 3: Investment Planning	Jul – Sep	250,000
Module 4: Your personal financial plan	Oct – Dec	250,000
TOTAL		1,000,000

If you are interested in this program please get in touch with us through email (john.ntende@gmail.com) or Telephone/WhatsApp on +256788437543/+256708724953.

The first session will be held on Saturday 30^th January 2021.