Booking options
£25
£25
On-Demand course
6 hours 14 minutes
All levels
This Financial Planner Course will give insight and understanding on financial management, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers. Through the course, you will gain practical knowledge in the areas of financial planning, insurance, risk management, taxation, investments and portfolio, superannuation and estate planning.
Earn a free e-certificate upon successful completion.
Accessible, informative modules taught by expert instructors
Study in your own time, at your own pace, through your computer tablet or mobile device
Benefit from instant feedback through mock exams and multiple-choice assessments
Get 24/7 help or advice from our email and live chat teams
Full Tutor Support on Weekdays
The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.
You are taught through a combination of
Video lessons
Online study materials
Mock exams
Multiple-choice assessment
After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for £9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for £15.99, which will reach your doorsteps by post.
Personal Finance Calculations | |||
Calculating Your Net Worth | 00:01:00 | ||
Calculating Your Real Hourly Wage | 00:02:00 | ||
Expenses for Life Energy | 00:02:00 | ||
Calculating a Monthly Budgeting | 00:05:00 | ||
Saving for Retirement | |||
Paying Off Debt | 00:02:00 | ||
Build an Emergency Fund | 00:02:00 | ||
Personal Savings | 00:04:00 | ||
401K Basics | 00:03:00 | ||
Asset Allocation | 00:04:00 | ||
Investment Strategies | 00:03:00 | ||
Advice on Financial Advisors | 00:01:00 | ||
3h-Questions-About-Investing | 00:15:00 | ||
Building Credit to Buy a Home | |||
FICO Score | 00:09:00 | ||
Starting Credit | 00:03:00 | ||
Increasing Credit Score | 00:02:00 | ||
Owning vs. Renting | 00:02:00 | ||
Types of Mortages | 00:03:00 | ||
Personal Finance Guides for Beginners | |||
Advice to Teenagers | 00:04:00 | ||
Guide to Buying a Car | 00:05:00 | ||
Cashflow Management | |||
Forecasting | 00:20:00 | ||
What is Cashflow? | 00:20:00 | ||
Planning and Management9 | 00:10:00 | ||
Planning Part 2 | 00:12:00 | ||
Where it can go Wrong | 00:09:00 | ||
Personal Cashflow Analysis | 00:05:00 | ||
Personal Cashflow Analysis my Numbers Story | 00:06:00 | ||
Debt | 00:10:00 | ||
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 | ||
Assessment | |||
Assignment - Financial Planner | 00:00:00 |
Are there any prerequisites for taking the course?
There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course.
Can I access the course at any time, or is there a set schedule?
You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience.
How long will I have access to the course?
For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime.
Is there a certificate of completion provided after completing the course?
Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks.
Can I switch courses or get a refund if I'm not satisfied with the course?
We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase.
How do I track my progress in the course?
Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course.
What if I have technical issues or difficulties with the course?
If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.