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Diploma in Personal Finance

4.7( 6 REVIEWS )
Diploma in Personal Finance
Diploma in Personal Finance


Are you struggling to control your household expenses and income? This Diploma in Personal Finance course provides practical and legitimate financial planning methods, and the techniques for managing cash through individual planning. This course also covers the utilisation of bank and building society accounts and the effects of overspending and defaults on your credit score. You will learn how to effectively and confidentially manage your money and taxes, and how to use critical personal financial management strategies to plan for retirement and other important milestones. So, if you want to make smarter financial decisions and manage your money more responsibly, then this course is tailored just for you.

Who is the course for?

  • Working member of the family
  • Students
  • People approaching retirement
  • Housewives
  • General Audience
  • Working adults

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 a cost of £39 or in PDF format at a 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:

  • Financial adviser
  • Money planner
  • Financial Strategist

Course Curriculum

Diploma in 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
Mock Exam
Mock Exam- Diploma in Personal Finance 00:20:00
Final Exam
Final Exam- Diploma in Personal Finance 00:20:00

Course Reviews


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