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 Strategic Goals
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 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
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
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
- Business Strategy development
- Investment groups investing strategy development
- Market research and value chain analysis
- Housing and mortgages market size mapping analysis
- Home loans Schemes feasibility study
- Credit risk management systems review
- Accounting and business support services to small businesses
- Entrepreneurship Incubation
- 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:
- Teach participants how to gather data needed for analysis and credit decision-making
- Assess the risks of a prospective loan request
- Structure and document commercial loans
- Package and manage loan granted.
Banking Operations Skills Development
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.
Corporate Programs (open)
Accounting and Business Support Services
Our primary business is financial education, soft skills training of individuals and employee groups and related consultancy.
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.
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.