CORPORATE TRAINING · ZAMBIA

Financial training for the decisions that matter.

Equip your people to manage money, understand financial information and make informed investment decisions. Practical training for finance teams, managers and employees.

Request a training proposal Explore training topics

Tailored in-house programmes · Professional workshops · Employee financial wellness

Participants at an Insight Partners Africa training workshop
LEARNING THAT CONNECTS TO WORKReal examples. Guided practice. Clear next steps.

Established in Zambia in 2013A foundation in accounting and financial management

Led by Mukonki Mukonkela, FCCA, FZICAChartered Accountant, financial educator and founding partner

Meet the facilitator

WHAT YOUR PEOPLE CAN LEARN

Build capability where it counts.

Choose a focused workshop or combine related topics into a programme shaped around your team’s responsibilities and experience.

01 / FINANCIAL MANAGEMENT

Make sense of the numbers.

Help managers and non-finance professionals read financial statements, work with budgets, understand cash flow and connect everyday decisions to financial performance.

For: managers, department heads and non-finance teams

02 / ACCOUNTING & CONTROLS

Strengthen everyday finance practice.

Develop practical skills in record keeping, reconciliations, financial reporting and internal controls. Support new finance employees and colleagues taking on financial responsibilities.

For: accountants, finance staff and new employees

03 / TAX

Understand tax responsibilities.

Build working knowledge of tax obligations, supporting records and the connection between tax, accounting and financial decisions. Agree the relevant topics and level with IPA.

For: finance teams and staff with tax responsibilities

04 / CREDIT & DEBT MANAGEMENT

Connect collections to cash flow.

Explore customer accounts, credit control, payment follow-up and debt management. Use practical cases to examine how sales, finance and collections teams work together.

For: receivables, credit-control, sales and finance teams

05 / INVESTMENT EDUCATION

Build an informed investment foundation.

Understand investment goals, risk and diversification, with Zambia-focused learning on unit trusts, shares and GRZ bonds. Connect the principles to a structured approach to investing.

For: employees and groups building investment knowledge

06 / EMPLOYEE FINANCIAL WELLNESS

Help employees plan their financial lives.

Bring budgeting, debt, saving, investing and retirement readiness into a practical learning programme that helps employees understand their options and plan their next steps.

For: HR, wellbeing teams and employees at different career stages

CHOOSE YOUR TRAINING ROUTE

The right format for your people.

TAILORED TO YOUR ORGANISATION

In-house training

Bring your team together around agreed learning objectives, relevant examples and practical exercises. IPA’s in-house offering is available for groups of 20 or more.

Explore in-house training
FOR PROFESSIONAL DEVELOPMENT

Scheduled workshops

Choose a published workshop for individual colleagues or a smaller team. Review the programme, dates and booking details for each event.

View the workshops calendar
FOR YOUR WORKFORCE

Financial wellness programmes

Work with IPA to shape personal finance and investment education around your employees’ needs, career stages and financial questions.

Explore employee financial wellness

EXPERIENCE IN PRACTICE

Training connected to real organisational work.

IPA brings together accountancy, financial management, investment education and facilitation. Programmes use relevant cases, participant exercises and action planning to help people apply what they learn.

Explore IPA’s finance workshop portfolio

PUBLISHED CLIENT EXPERIENCE · OCTOBER 2022

TotalEnergies Zambia

IPA delivered a three-day in-house debt-management programme for personnel working across receivables, legal and compliance, territory management and related responsibilities.

The engagement covered customer accounts, payment follow-up and cash flow, with an action plan addressing reconciliation, documentation and team coordination.

Read about the engagement

FROM YOUR BRIEF TO YOUR PROGRAMME

Start with the capability you need.

A useful training proposal begins with who will attend, the work they do and the decisions they need to make.

  1. 01

    Tell us about your team.

    Share the audience, current challenges, priority topics, group size and preferred dates.

  2. 02

    Shape the programme.

    Discuss the learning objectives, content, level and format. The proposal sets out the agreed scope, arrangements and fees.

  3. 03

    Connect learning to action.

    Use explanations, cases and exercises to build understanding. Agree action planning or follow-up support where relevant to the scope.

BEFORE YOU ENQUIRE

A few practical questions.

Can the training be tailored to our organisation?

Yes. Share the roles and experience of participants, priority topics and the decisions you want the training to support. IPA can discuss relevant content, examples and exercises as part of the proposal.

Does everyone need a finance background?

No. IPA’s offering includes finance for non-finance professionals, employee financial wellness and introductory investment education, alongside development for accounting and finance teams. The appropriate level is agreed for the audience.

What if we have fewer than 20 participants?

Explore the scheduled workshops for individual and group bookings, or contact IPA to discuss a suitable option for your team.

How are the dates, delivery and fees agreed?

Send your preferred dates, location or delivery format, group size and topics. IPA will discuss these with you and set out the arrangements and fees in the proposal.

LET’S PLAN YOUR TRAINING

What would stronger financial capability look like for your team?

Tell us what your people need to understand or do more confidently. We’ll use your brief to discuss a suitable programme.

Email your training brief Call +260 977 445604

mukonki@insightpartnersafrica.com