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Advanced Diploma in Personal Finance

5( 6 REVIEWS )
Advanced Diploma in Personal Finance
Advanced Diploma in Personal Finance


Personal finance refers to the management of an individual’s monetary sources. This is the process to ensure the need to budget, save, and spend wisely their resources. Learning how to do your finances will help you and your family achieve financial security. This course is designed to teach you personal banking and budgeting starting from the basics which will eventually lead you to develop your financial IQ.

Who is the course for?

  • For employees who are aiming to understand personal finances
  • Anyone who is interested in attaining financial security and securing their future

Entry Requirement:

  • This course is available to all learners, of all academic backgrounds.
  • Learners should be aged 16 or over to undertake the qualification.
  • Good understanding of English language, numeracy and ICT are required to attend this course.


  • At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful.
  • Before sitting for your final exam, you will have the opportunity to test your proficiency with a mock exam.


  • After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at the cost of £39 or in PDF format at the cost of £24.
  • PDF certificate’s turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days.

Why choose us?

  • Affordable, engaging & high-quality e-learning study materials;
  • Tutorial videos/materials from the industry leading experts;
  • Study in a user-friendly, advanced online learning platform;
  • Efficient exam systems for the assessment and instant result;
  • The UK & internationally recognised accredited qualification;
  • Access to course content on mobile, tablet or desktop from anywhere anytime;
  • The benefit of career advancement opportunities;
  • 24/7 student support via email.

Career Path:

This Advanced Diploma in Personal Finance course will be useful and would be beneficial for people who want to know more about their financial status. Also, this will be useful to different accounting and management occupations especially the following careers which help people in their finances:

  • Accountant
  • Bookkeeper
  • Consultant
  • Financial Adviser
  • Financial Analyst
  • Public Accountant.

Course Curriculum

Introduction to Personal Finance
Introduction 00:30:00
Setting Goals Towards Successful Financial Planning 00:30:00
Decide Your Spending Prudently 01:00:00
Dealing With Mountains Of Debt And Credit 01:00:00
All You Need To Know About Taxes 01:00:00
Jumping On The Right Insurance Plan 00:30:00
Getting Help From Professional Financial Experts 00:30:00
DIY With Personal Financial Software 00:30:00
Savings & Compounding Interest 00:30:00
Smart investments steps 01:00:00
Budgets and Money Management
Finance Jeopardy 00:15:00
The Fundamentals of Finance 00:15:00
The Basics of Budgeting 00:15:00
Parts of a Budget 00:15:00
The Budgeting Process 00:30:00
Budgeting Tips and Tricks 00:15:00
Monitoring and Managing Budgets 00:15:00
Crunching the Numbers 00:15:00
Getting Your Budget Approved 00:15:00
Comparing Investment Opportunities 00:15:00
ISO 9001:2008 00:15:00
Directing the Peerless Data Corporation 00:30:00
Personal Banking and Budgeting
4 Tips For Understanding The Basic Banking Processes 01:00:00
5 Great Tips On Understanding Your Credit 00:30:00
4 Great Tips On Understanding Bank Fees 00:30:00
3 Great Tips On Setting Up And Maintaining A Budget 00:15:00
4 Great Tips On Reaching Your Savings Goals 01:00:00
4 Great Tips On Dealing With Errors And ID Theft 00:30:00
5 Great Tips On Fixing Your Credit Report 00:15:00
3 Great Tips On Choosing A Credit Card 00:30:00
3 Great Tips On Choosing An Installment Loan 00:30:00
3 Great Tips On Buying A Home 00:30:00
Developing Financial IQ
Introduction To Financial IQ 01:00:00
Essential Ways To Build Wealth 01:00:00
When’s The Right Time To Invest? 01:00:00
The Methods Of Financial Mess 01:00:00
Mock Exam
Mock Exam- Advanced Diploma in Personal Finance 00:30:00
Final Exam
Final Exam- Advanced Diploma in Personal Finance 00:30:00

Course Reviews


6 ratings
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  1. Nicholas AlvaradoSeptember 7, 2019 at 3:06 pm

    Thank you so much for your feedback. We do really appreciate that you took your valuable time and gave us feedback. We always want to
    provide top-rated online courses to the learners.


    Henry Miller
    Help Desk.

  2. Nicholas AlvaradoSeptember 7, 2019 at 3:03 pm

    Thank you for taking the time to leave us such a wonderful review. Learner’s satisfaction is something that we give the top priority.


    Henry Miller
    Help Desk.

  3. Harriet Riley


    Definitely brushed up my skill and improved my financial IQ. Recommended.

  4. Niamh Myers


    I can finally carry out my day to day banking activities smoothly. All thanks to this course.

  5. Zak Fisher


    Great! Very effective lessons.

  6. Lucas Stewart


    I always freaked out about Finance until i did this course. Excellent.

  7. Rebecca Baldwin


    Well-combined information. Appreciated.

  8. Ethan Burton


    Totally worth every penny. Highly recommend.




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