Personal Banking, Finance & Budgeting Course

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GET ACCESS TO THIS COURSE ALONG WITH 2500+ COURSES FOR A YEAR FOR JUST £49. GET NOW

Are you having trouble tracking your finances? Or do you just want to be able to learn how to budget and manage your finances? If these are your concerns, then this course is for you!

Description:

In this course, you will get tips and tools to create a budget that is suitable for your lifestyle, and you will know how to stick to it so that you can reach your financial goals. Then you will also be able to learn about the basics of banking from checking accounts to the importance of saving and find out more about investment choices. The primary goal of this course is to free yourself and your family from money problems and lead a happy life without worrying about your finances. You will be able to understand the basics of credit, bank fees and fix your credit status.

Who is the course for?

  • Financial advisers who want to learn more on how they can advise people on their finances.
  • People who want to change their financing and budgeting.

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.

Assessment: 

  • 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.

Certification:

  • 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:

Personal Banking Finance course would be beneficial for the following careers:

  • Financial Analyst
  • Forecasting
  • Investment Banking
  • Portfolio Manager
  • And Other Different Financial-related jobs.
  • video Finance Jeopardy
    00:15:00
  • video The Fundamentals of Finance
    00:15:00
  • video The Basics of Budgeting
    00:15:00
  • video Parts of a Budget
    00:15:00
  • video The Budgeting Process
    00:30:00
  • video Budgeting Tips and Tricks
    00:15:00
  • video Monitoring and Managing Budgets
    00:15:00
  • video Crunching the Numbers
    00:15:00
  • video Getting Your Budget Approved
    00:15:00
  • video Comparing Investment Opportunities
    00:15:00
  • video ISO 9001:2008
    00:15:00
  • video Directing the Peerless Data Corporation
    00:30:00

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    No more than 50 active courses at any one time. Membership renews after 12 months. Cancel anytime from your account. Certain courses are not included. Can't be used in conjunction with any other offer.

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