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About Us

Financial Academy & Technologies is a financial education and consulting company incorporated in Kenya and focusing on East Africa and South Sudan market. We are a registered training and consulting institution by the National Industrial Training Authority (DIT/TRN/788).

Our training and mentoring programs focus on personal potential development through training, coaching and mentorship to individuals, investment groups and corporate employees.

We offer an outstanding training in financial literacy capability development (personal finance management), personal goal and business strategy management and entrepreneurship incubation to individuals and through employer sponsored programs.

We are an outstanding provider of employee career transition programs incorporating managing personal change, managing career transition (career reinvention) and managing personal finances during entry, retrenchment and retirement from formal employment. We offer a carefully designed Personal Finance management, and career planning induction programs for management trainees and Associates.

We also offer customized training and coaching programs for financial services sector in credit skills development for banks, microfinance institutions and Sacco’s. This is supplemented with our consulting services to financial services companies in, banking operations, credit risk management, operational risk management, product development, businesses strategy development, financial and credit risk modeling. We have been recognized by SASRA as a partner in the ongoing Core Sacco reform program.

Our Purpose:
We will empower individuals to activate self-motivation and disciplined entrepreneurship action, to implement deliberate realistic financial plans and behaviours, that enable them to take control and exercise dominance over money every day.

Our Vision:
To champion the development of a financially literate and wealth intelligent generations in Africa

Our mission:
To offer training, coaching and mentoring solutions that impart financial literacy, activate self-motivation, and disciplined entrepreneurship action, so as to enable individuals implement deliberate realistic plans and behaviours that enable them to take control, and exercise dominance over money.

Our Strategic Goals
In the markets we will serve from time to time, we will be the market leader and trainer of choice for financial education programs in Africa. We will:
a) Develop the pioneer business schools offering unmatched financial education and entrepreneurship incubation programs in East Africa and Southern Sudan.
b) Develop the most outstanding brand in financial literacy education and entrepreneurship incubation in Africa.
c) Influence and contribute to the development of financial education strategy in Africa.

Our Team

 CPA Charles Were Ago

CPA Charles Were Ago

Senior Consultant, Accounting and Tax Advisory

CPA Were has over twenty-five (25) years of accounting experience incorporating diagnosis and fixing of accounting systems, audit, tax advisory and training of CPA professionals and business managers in the field of accounting and business finance.

 Beatrice Rachuonyo

Beatrice Rachuonyo

Operations Director

Beatrice Rachuonyo is the Operations Director. She is responsible for administration, operational support and finance functions of the business. Beatrice is a qualified accountant with a career experience in micro credit operations and logistics management spanning over seven years.

 Mr. Patrick Wameyo

Mr. Patrick Wameyo

ACIB (UK), Certified Credit Appraiser & Certified Credit Trainer (Omega Performance Corporation)

A financial consultant focusing on financial education, Business Advisory and a personal potential empowerment coach with in-depth experience in commercial banking and corporate finance spanning over 20 years gained from blue chip and local commercial and investment banks in Kenya. He is a chartered banker and certified lender with post graduate training in investment analysis and management. Mr. Wameyo has hands on experience in business analysis, product and business development for financial institutions, consumer and corporate business credit management (including developing policies and procedures) , strategic business Unit leadership and personal finance management training acquired at Standard Chartered and Barclays. His areas of professional strength include developing business strategy development and execution, consulting in credit risk policy review and development, developing strategic and business plans, developing credit and business advisory professionals, training in soft and technical skills.

 Erick Sitati Mukanda

Erick Sitati Mukanda

Consultant, Financial Literacy and Entrepreneurship

A financial literacy educator and empowerment coach with in-depth experience in financial literacy and entrepreneurship training spanning over 7 years gained from micro-finance banks in Kenya. Erick is an entrepreneurial with hands on experience in helping developing businesses from an idea. His areas of professional strength include financial literacy training, developing business strategy, leadership, and training in soft and technical skills. Until recently Erick was a Financial Literacy educator focusing on Personal Finance Management and Entrepreneurship initially at the Faulu Financial Advisory, and later at Equity Bank Foundation Financial Knowledge for Kenya program, where he acquired a Master Trainer certification. Eric holds a Bachelor of Education degree from Egerton University

Consulting Services

Consulting Services:

  1. Business Strategy development
  2. Investment groups investing strategy development
  3. Market research and value chain analysis
  4. Housing and mortgages market size mapping analysis
  5. Home loans Schemes feasibility study
  6. Credit risk management systems review
  7. Accounting and business support services to small businesses
  8. Entrepreneurship Incubation
  9. Personal finance management coaching


Credit Skills Development

Lending decisions based on sound standards that are applied consistently ensure well-managed credit risk and steady profitability.
Our Credit Analysis program (Basic, Intermediate and Advanced options) help financial institutions to meet the following business objectives:

  1. Teach participants how to gather data needed for analysis and credit decision-making
  2. Assess the risks of a prospective loan request
  3. Structure and document commercial loans
  4. Package and manage loan granted.

Banking Operations Skills Development

Banking Operations Skills Development Program for clerical staff in banks, Sacco and Micro finance institutions:
> Induction program - basic banking operations skills
> Cashiering and back office branch operations
> Operational risk management
> Trade finance and foreign exchange

Financial Advisory Capability DEVELOPMENT

Financial Advisory (Sales, Service and Product Knowledge) Capability Program offers Customized courses designed to offer practical product knowledge and selling skills either independently or in their combinations for both financial services and fast moving consumer goods sales practitioners.

> Selling financial services and Product knowledge
> Financial advisory capability (incorporating selling, product, and specialized product advisory skills)
> Customer Service (customized)

Corporate Programs (open)

Corporate Programs (open):
> New managers development program
> Performance management and appraisal training
> Training of trainers
> Proactive negotiation skills
> Business goals management
> Effective presentation skills
> Selling skills and product knowledge
> Leadership skills

Wealth Intelligence

Customized courses designed to offer either individually or in combinations, skills for managing personal finances and management of personal change as well impart career planning skills and career transitioning capability.
> New staff induction to financial and career planning
> Personal finance management
> Career planning, goals setting and planning skills
> Managing career transition and pre-retirement preparation
> Managing career transition

Accounting and Business Support Services

We offer accounting, internal controls and tax advise services to small business. We will visit your
operations and review the current situation, and fix the gaps to enable you operate in a tax efficient manner
and with strong controls while creating high quality financial information. This service includes training of
users until they are able to make good use of your investment.


Our primary business is financial education, soft skills training of individuals and employee groups and related consultancy.

Financial Academy

Our primary business is financial education, soft skills training of individuals and employee groups and related consultancy. This strategic business unit provides premier financial literacy education through coaching, training. We also provide consultancy services towards the development organizational capability especially in business strategy consulting, credit risk management operations and the wider enterprise risk management.

Financial Technologies

This business unit will focus on the distribution of retail financial technologies for enhancing easy understanding of money management principles and investment, particularly for the youth. Our key product line include CFA calculators (Texas Instruments and HP) and cash flow technologies such cash flow board games, and Thrive -Time Board games and robots that teach children money skills.

Bright Ideas Insurance Agency

This business unit focuses on training financial advisors and advising our clients on bright options for insurable risk management over their life, personal and business assets. The business unit will focus on building financial advisory capability and rejuvenating clients' confidence in the insurance industry through excellent service and competent handling of transactions.

nairobi entrepreneurship incubation centre

Nairobi Entrepreneurship Centre is a non-profit Foundation associated with Financial Academy Group that offer business incubation services. The center focuses on developing young people between the ages of 16 and 30 years from economically disadvantage families in Kenya into business people, in order to break the cycles of poverty that continue to widen the divide between the poor and the wealthy.


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+254 722 314094, +254 732 786362

Financial Academy & Technologies Ltd P.O. Box 4160 - 00100, Nairobi Kenya G.P.O