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Holistic Management Training, FINANCIAL PLANNING, Online With Instructor, Winter 2019
January 23, 2019

Dates: 23 January — 13 March, 2019
Time: For eight weeks on Wednesdays, 6:00 — 9:00 PM, UK
*Holistic Management Fundamentals, either the 3-day, online, or self-study course, is a prerequisite.
Context
Holistic Financial Planning is the single most important activity you can undertake each year to ensure that all the money you earn and spend is in line with your holistic context. If you seek prosperity and financial security, few activities during the year count more than this planning. It takes precedence over vacations, interruptions, and excuses of any kind.
The timing of the course is very practical for those whose businesses run on an April-March calendar year.
Benefits
By integrating this simple-to-use, cash-based planning process into your current accounting or budgeting systems, you will be able to both increase your profit and improve your quality of life and your land’s health and productivity. Some land managers have been able to achieve almost unheard-of returns on investment (ROI) using this financial planning process — an average profit increase of 300 percent.
Learning Outcomes
The course provides you with the opportunity to develop your financial plan using your own actual figures.
Course Syllabus
The Savory Institute-defined syllabus assures you of gaining the knowledge and experience required to start practising Holistic Management in your context, and is an important first step in the accreditation pathway.
The Fundamentals of Holistic Financial Planning
Holistic decision making and how it relates to Holistic Financial Planning
Your holistic context: aligning your financial decisions
What is wealth? What are sources of wealth?
Profitability
Using the context checks related to finance
Management tips and good ideas
Planning forms
Creating Your Holistic Financial Plan
Introduction
Preliminary planning
Putting the plan on paper
How to balance a plan and check for cash flow
How to operate, monitor, and control a holistic financial plan to ensure profit
➥ Download Course Syllabus
Preparation
Our online learning environment is Adobe Connect. We recommend testing your computer equipment and internet connection:
Use a headset to improve sound quality, and avoid creating an echo.
Five Savory Institute Ebooks will be emailed to you after you pay the registration fee.
Practical homework may be assigned between sessions.
Instructor
Sheila Cooke
Booking and Payment
After payment is made in full:
Your space in the class is reserved.
You will receive Welcome Letter and five Savory Institute Ebooks by email.
You will be invited to join the Regenerative Online Network (RON), where you can communicate with instructors and other class participants.
Note that VAT does not apply to publicly-offered Holistic Management training courses.
Cancellations
Cancellations made up to 60 days prior to the event Receive a full refund
Cancellations made less than 60 days prior to the event May be exchanged for another booking