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£11.99
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Personal Finance With Excel
By Course Gate
(1)- 30 Day Money Back Guarantee
- Completion Certificate
- 24/7 Technical Support
Highlights
On-Demand course
3 hours 21 minutes
All levels
Description
The Personal Finance With Excel course offers a comprehensive learning experience for individuals aiming to enhance their financial acumen and Excel proficiency. Participants will gain the ability to set and achieve smart financial goals, understand the intricacies of personal and behavioural finance, and develop robust risk profiling and investment strategies. The course leverages Excel's powerful tools for meticulous financial planning, expense tracking, and credit management, enabling learners to improve their credit ratings and make well-informed financial decisions.
Upon successful completion, participants can obtain a CPD certificate, enhancing their professional profile and opening doors to career opportunities in financial advisory, planning, analysis, and investment sectors.
Learning Outcome of Personal Finance With Excel
Set smart financial goals and create a plan to achieve them.
Understand the rules of personal finance and behavioural finance principles.
Learn risk profiling, asset allocation, and investment strategies.
Utilize Excel for financial planning, expense tracking, and credit management.
Improve your credit rating and make informed financial decisions with credit reports.
Key Features of the Course
A CPD certificate that is recognised worldwide.
A great online learning experience.
Interesting and unique online materials and activities.
Expert guidance and support from the field leaders.
Access to the study resources anytime you want.
Friendly and helpful customer service and admin support by email, phone, and chat from Monday through Friday.
Get a year-long access to the course.
Topics Covered in This Course
Unit 1: Smart Goals
Unit 2: Rules of Personal Finance
Unit 3: Behavioural finance
Unit 4: Risk Profiling Asset Allocation
Unit 5: Foundations of Investments
Unit 6: Financial Planner
Unit 7: Specific Goal Planning
Unit 8: Credit Loan Facilities
Unit 9: Expense Planner
Unit 10: Credit Rating, Score and Report
Unit 11: Ten Pro Tips
Who is this course for
This Personal Finance With Excel Course is suitable for -
Individuals seeking to manage their personal finances more effectively.
Excel users interested in applying their skills to financial planning.
Anyone looking to improve their financial literacy and make informed money decisions.
Requirements
No prerequisites; suitable for individuals from any academic background.
Accessible course materials from any internet-enabled device.
CPD Certificate from Course Gate
At the successful completion of the course, you can obtain your CPD certificate from us. You can order the PDF certificate for £9 and the hard copy for £15. Also, you can order both PDF and hardcopy certificates for £22.
Career path
Personal finance advisor.
Financial planner.
Budget analyst.
Credit analyst.
Investment analyst.
About The Provider
Course Gate
London
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