Description

Managing your money isn’t about luck – it’s about learning the right strategies, staying disciplined, and knowing where every pound is going. The Professional Personal Finance Course is designed to give you a clear, structured understanding of financial planning, debt control, savings, and smarter decision-making. Whether you're looking to improve your budgeting or simply wish to make more informed financial choices, this course will guide you through it all with a sharp, no-fluff approach.

No need to decode complicated jargon or sift through outdated advice. This course offers focused and relevant knowledge, written with today’s financial challenges in mind. From managing monthly expenses to getting better at long-term planning, it covers what really matters. It’s ideal for anyone who wants to take charge of their financial wellbeing with confidence and a touch of logic (yes, that old thing). Sensible, structured, and designed for real people, this course doesn’t just teach – it makes you think twice before that next online splurge.

Learning Outcomes

Understand the key areas of personal finance, including net worth, expenses and income, and savings.

Learn how to manage personal expenses and create a budget.

Explore ways to increase your income and save for retirement.

Understand the importance of having an emergency fund and health insurance.

Learn how to use free budgeting software to manage your finances effectively.

Develop the skills and knowledge you need to make informed financial decisions and achieve your financial goals.

Course Curriculum:

Section 01: Introduction

Introduction

Section 02: Personal Finance

Personal Finance

Areas of Personal Finance

Net Worth

Net Worth - Example

Section 03: Personal Expenses and Income

Housing Expenses

Utility Expenses

Credit Debts

Food Expenses

Clothing Expenses

Gift Expenses

Travel Expenses

Extra Income - Part 1

Extra Income - Part 2

Section 04: Savings

Emergency Fund

Savings on Retirement

Health Insurance

Section 05: How to Manage Your Personal Finance Using Free Budgeting Software

Introduction to the Budgeting Software

Setting Up - Part 1

Setting Up - Part 2

Dashboard

Budget Analysis

How is the course assessed?

Upon completing an online module, you will immediately be given access to a specifically crafted MCQ test. For each test, the pass mark will be set to 60%.

Exam & Retakes:
It is to inform our learners that the initial exam for this online course is provided at no additional cost. In the event of needing a retake, a nominal fee of £9.99 will be applicable.

Certification
Upon successful completion of the assessment procedure, learners can obtain their certification by placing an order and remitting a fee of __ GBP. £9 for PDF Certificate and £15 for the Hardcopy Certificate within the UK ( An additional £10 postal charge will be applicable for international delivery).

CPD

10 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?

The course is ideal for highly motivated individuals or teams who want to enhance their professional skills and efficiently skilled employees.

Requirements

There are no formal entry requirements for the course, with enrollment open to anyone!

Career path

You can pursue opportunities such as

Financial Advisor - £36,500 per year

Financial Analyst - £30,000 per year

Accountant - £32,000 per year

Budget Analyst - £29,000 per year

Credit Analyst - £28,000 per year

Investment Banker - £53,000 per year

Certificates

Certificate of completion

Digital certificate - £9

You can apply for a CPD Accredited PDF Certificate at the cost of £9.

Certificate of completion

Hard copy certificate - £15

Hard copy can be sent to you via post at the expense of £15.

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Professional Personal Finance Course

By One Education

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