Identity area
Reference code
Title
Date(s)
- 2015 (Publication)
Level of description
Item
Extent and medium
1 volume (89 pages)
Context area
Name of creator
Repository
Archival history
Training manual developed by the Center's Education Department in 2015, based on curriculum used in financial literacy workshops. Created to address specific needs identified among women entrepreneurs regarding financial management and business planning.
Immediate source of acquisition or transfer
Produced internally using participant feedback and best practices research. Updated annually based on workshop evaluations and changing regulatory requirements.
Content and structure area
Scope and content
Practical guide covering essential financial concepts for women entrepreneurs including: budgeting, cash flow management, business banking, credit access, tax obligations, record keeping, and investment planning. Written in accessible language with local examples, case studies, and practical exercises. Includes templates for financial planning and government compliance requirements.
Appraisal, destruction and scheduling
Selected for retention as core program documentation and evidence of Center's educational methodology. Represents institutional knowledge developed over decades of participant interaction.
Accruals
Third edition (2015). Previous editions (2012, 2014) also retained for comparison of curriculum evolution. Future updates may be transferred if available.
System of arrangement
Maintained as published with original chapter structure. Appendices include forms, templates, and resource lists current as of publication date.
Conditions of access and use area
Conditions governing access
Available for research and educational use. May be copied for non-commercial training purposes with attribution. Original manual available for consultation in reading room.
Conditions governing reproduction
Reproduction permitted for educational purposes. Template forms may be adapted for training use. Commercial reproduction requires written permission from Center.
Language of material
- isiNgesi
Script of material
Language and script notes
Financial terminology explained in plain language. Some regulatory terms include Afrikaans translations to assist participants from diverse linguistic backgrounds.
Physical characteristics and technical requirements
Wire-bound training manual, 89 pages, black and white throughout with charts, graphs, and forms. Durable binding designed for workshop use. Some highlighting and margin notes from workshop facilitators.
Finding aids
Table of contents, index of forms and templates, glossary of financial terms, resource directory with contact information current as of 2015.
Allied materials area
Existence and location of originals
Original held in archive. Center distributed copies to participants and partner organizations. Estimated 2,000 copies produced over manual's lifetime.
Existence and location of copies
PDF version available for download. Interactive forms converted to digital format for online workshops during COVID-19 period.
Related units of description
Publication note
Women's Business Development Center. Financial Literacy for Women: A Practical Guide to Business Success, 3rd edition. Johannesburg: WBDC Education Department, 2015.
Notes area
Note
Manual reflects South African regulatory environment and banking practices as of 2015. Examples drawn from participants' actual experiences and common challenges identified through program delivery.
Alternative identifier(s)
Training Manual Code
Internal Manual Number
Access points
Place access points
Name access points
- Women's Business Development Center Education Department (Publisher)
- Women's Business Development Center (Subject)
- South African Reserve Bank (Subject)
- Banking Association of South Africa (Subject)
- National Credit Regulator (Subject)
Genre access points
Description control area
Description identifier
Institution identifier
Rules and/or conventions used
- RAD
- AACR2
Status
Final
Level of detail
Full
Dates of creation revision deletion
- Catalogued March 2024
- Enhanced description August 2024
Language(s)
- isiNgesi
Script(s)
Sources
- Workshop evaluation forms
- Participant feedback surveys
- Financial services industry publications
- Government regulatory guidelines
Archivist's note
Processing note: Contains sensitive financial information examples - participant names anonymized in archived version.