Financial literacy should be a basic skill in life, so that people feel they can understand and manage their day to day finances. That’s the message that will be delivered in a series of 4 public courses taking place next month in a special partnership between the CFA Society Bermuda (CFASB) and Bermuda College’s Division of Professional and Career Education (PACE). The objective is to educate and empower members of the public on how to create healthy spending and saving habits.

Series coordinator Ms. Robin Masters, CFA noted that with the current economic climate, financial education is essential. “This financial literacy course is designed for all adults who are looking to learn more about personal finance and basic financial literacy. We are pleased and excited about this opportunity to work with Bermuda College to provide these basic courses. Registrants will learn how to create a budget that works for them and their household while also planning for the future and learning about debt management.”

PACE Director, Ms. Tawana Flood said it’s an affordable, no-brainer for those who really want to learn how to successfully navigate their finances. “Financial literacy should be a fundamental component of our lifestyle,” she said. “It’s that important. Someone once said that money is a global language, yet so few of us have learned how to speak it. It’s true. We need to learn, early on, about the importance of managing our finances. As a community college, we are pleased to be partnering with CFA Society Bermuda, to offer this unique series.”

The courses run weekly, and will launch on September 25. Organisers are urging persons to register soon to secure a spot. There are no pre-requisites required to attend the sessions but students must register for all 4 courses. Topics include “Budgeting and Saving”; “Income, Expenses and Debt”; “Planning for Your Retirement”; and “Putting it all Together”. The entire series is being offered at a special price of $80.

For more information, interested persons are encouraged to email info@bermuda.cfasociety.org. To register please visit www.college.bm/pace and complete the registration form.

CFA Society Bermuda is the association of financial analysts and other investment professionals in Bermuda. Its mission is to promote the highest standards of ethics, education, and professional excellence in the investment industry for the benefit of members and the broader community in Bermuda. There are more than 200 CFA charterholder members in Bermuda. CFA Society Bermuda is a member of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. For more information about CFA Society Bermuda, visit https://www.cfasociety.org/bermuda/ or contact CFA Society Bermuda at info@bermuda.cfasociety.org

• Press release from CFA Society Bermuda