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
- 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.
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:
- Financial Adviser
- Financial Analyst
- Public Accountant.
|Introduction to Personal Finance|
|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|
|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|
|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- Advanced Diploma in Personal Finance||00:30:00|
|Final Exam- Advanced Diploma in Personal Finance||00:30:00|