Course description

This module provides a step-by-step framework for retirement planning. It covers the transition from aggressive wealth creation to wealth protection, teaching students how to use T-Bonds, dividend-paying stocks, and real estate to create a "Freedom Fund." The course also emphasizes the importance of post-retirement healthcare and legal structures like trusts for estate preservation.

What will i learn?

  • Ability to calculate your personal
  • Competency in building a diversified cash-flow portfolio using stocks and bonds.
  • Knowledge of how to protect retirement savings using medical riders and insurance.

Requirements

  • An estimate of your current monthly
  • Basic knowledge of the MMFs and T-Bonds introduced in SACCOs, MMF Course.

Frequently asked question

This depends on your "Freedom Number," typically 25x your annual expenses (The 4% Rule).

No, the course recommends building a private portfolio of cash-generating assets to supplement statutory pensions.

The course covers strategies for both early starters and those late in their careers.

Kahome Gichuki

Personal Finance Trainer

Gichuki Kahome is a Kenyan financial advisor, entrepreneur, and content creator specializing in personal finance, wealth management, and investment literacy. He is the founder and CEO of Coin Connect Kenya, a platform dedicated to assisting individuals and organizations in managing their finances. Professional Background Education & Certification: He holds a CFA Program Level I certification (issued October 2024) and an Executive Certificate of Proficiency in Insurance from the College of Insurance in Nairobi. He is also certified by The Chartered Institute for Securities & Investment (CISI) in regulations, market practice, and international securities. Advisory Role: As an independent financial advisor, he focuses on making complex financial concepts accessible to the general public, particularly young investors.

George Oyuga

KSh1500

Lectures

7

Quizzes

1

Skill level

Intermediate

Expiry period

Lifetime

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