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Financial Planning and Management Course

Financial Planning and Management Course

By Janets

4.7(160)
  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • 6 hours 14 minutes

  • All levels

Description

This Financial Planning and Management 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.

Why choose this course
  • Earn an 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

Course Design

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

Certification

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.

Course Content

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 Planning and Management Course

00:00:00

Order your Certificates & Transcripts

Order your Certificates & Transcripts

00:00:00

Frequently Asked Questions

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.

About The Provider

Janets
Janets
London
4.7(160)
Janets is an online platform where learners come to learn, and evolve. From the very beginning, the aim of this platform was to create an ever-growing community of avid learners instead of just delivering formulaic education. Emphasising on making the learners equipped for the fu...
Read more about Janets

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