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Personal Finance Diploma - CPD Accredited

Personal Finance Diploma - CPD Accredited

By Apex Learning

5.0(10)
  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • All levels

Description

**Don't Spend More; Spend Smarter**

Boost Your Career with Apex Learning and Get Noticed By Recruiters in this Hiring Season! Get Hard Copy + PDF Certificates + Transcript + Student ID Card worth £160 as a Gift - Enrol Now

Give a compliment to your career and take it to the next level. This Personal Finance will provide you with the essential knowledge to shine in your professional career. Whether you want to develop skills for your next job or elevate skills for your next promotion, this Personal Finance will help you keep ahead of the pack.

The Personal Finance incorporates basic to advanced level skills to shed some light on your way and boost your career. Hence, you can strengthen your expertise and essential knowledge, which will assist you in reaching your goal. Further, this Personal Finance will add extra value to your resume to stand out to potential employers.

Throughout the programme, it stresses how to improve your competency as a person in your chosen field while also outlining essential career insights in this job sector. Consequently, you'll sharpen your knowledge and skills; on the other hand, see a clearer picture of your career growth in future. By the end of the Personal Finance, you can equip yourself with the essentials to keep you afloat in the competition.

Along with this Personal Finance course, you will get 10 premium courses, an original Hardcopy, 8 PDF Certificates (Main Course + Additional Courses) Student ID card as gifts.

This Personal Finance Bundle Consists of the following Premium courses:

  • Course 01: Professional Personal Finance Course

  • Course 02: Introduction to Accounting

  • Course 03: Accounting and Bookkeeping Level 2

  • Course 04: Level 3 Tax Accounting

  • Course 05: Financial Analysis

  • Course 06: Level 2 Financial Planning and Management Course

  • Course 07: Investment

  • Course 08: Stock Market Investing for Beginners

  • Course 09: Microsoft Excel Training: Depreciation Accounting

  • Course 10: Financial Modeling Using Excel

  • Course 11: Advanced Diploma in MS Excel

So, enrol now to advance your career!

Benefits you'll get choosing Apex Learning:

  • Pay once and get lifetime access to 8 CPD courses

  • Free e-Learning App for engaging reading materials & helpful assistance

  • Certificates, student ID for the title course included in a one-time fee

  • Free up your time - don't waste time and money travelling for classes

  • Accessible, informative modules designed by expert instructors

  • Learn at your ease - anytime, from anywhere

  • Study the course from your computer, tablet or mobile device

  • CPD accredited course - improve the chance of gaining professional skills

How will I get my Certificate?

After successfully completing the course, you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement.

  • PDF Certificate: Free (Previously it was £10 * 11 = £110)

  • Hard Copy Certificate: Free (For The Title Course)

If you want to get hardcopy certificates for other courses, generally you have to pay £20 for each. But with this special offer, Apex Learning is offering a Flat 50% discount on hard copy certificates, and you can get each for just £10!

PS The delivery charge inside the UK is £3.99, and the international students have to pay £9.99.

Curriculum:

Course 01: Professional Course

  • Section 01: Introduction

  • Section 02: Personal Finance

  • Section 03: Personal Expenses and Income

  • Section 04: Savings

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

Course 02: Introduction to Accounting

Accounting Fundamental

  • What is Financial Accounting

  • Accounting Double Entry System and Fundamental Accounting Rules

  • Financial Accounting Process and Financial Statements Generates

  • Basic Accounting Equation and Four Financial Statements

  • Define Chart of Accounts and Classify the accounts

  • External and Internal Transactions with companies

  • Short Exercise to Confirm what we learned in this section

Accounting Policies

  • What are Major Accounting Policies need to be decided by companies

  • Depreciation Policies

  • Operational Fixed Asset Controls

  • Inventory Accounting and Controls

  • Revenue Accounting and Controls

Course 03: Accounting and Bookkeeping Level 2

  • Introduction to the course

  • Introduction to Bookkeeping

  • Bookkeeping systems

  • Basics of Bookkeeping

  • The functionality of bookkeeping

  • On a personal note

Course 04: Level 3 Tax Accounting

  • Tax System and Administration in the UK

  • Tax on Individuals

  • National Insurance

  • How to Submit a Self-Assessment Tax Return

  • Fundamentals of Income Tax

  • Advanced Income Tax

  • Payee, Payroll and Wages

  • Capital Gain Tax

  • Value Added Tax

  • Import and Export

  • Corporation Tax

  • Inheritance Tax

  • Double Entry Accounting

  • Management Accounting and Financial Analysis

  • Career as a Tax Accountant in the UK

Course 05: Financial Analysis

  • Introduction

  • Profitability

  • Return Ratio

  • Liquidity Ratio

  • Operational Analysis

  • Detecting Manipulation

Course 06: Level 2 Financial Planning and Management Course

  • Personal Finance Calculations

  • Saving for Retirement

  • Building Credit to Buy a Home

  • Personal Finance Guides for Beginners

  • Cashflow Management

  • Budgets and Money Management

Course 07: Investment

  • Introduction to Investment

  • Types and Techniques of Investment

  • Key Concepts in Investment

  • Understanding the Finance

  • Investing in Bond Market

  • Investing in Stock Market

  • Risk and Portfolio Management

Course 08: Stock Market Investing for Beginners

  • Module 01: Introduction to the Course

  • Module 02: Introduction to Stocks

  • Module 03: Money Required for Primary Investment

  • Module 04: Opening an Investment Account

  • Module 05: Brokerage Account Walkthrough

  • Module 06: Finding Winning Stocks

  • Module 07: Earning from Dividends

  • Module 08: Diversifying Portfolio

  • Module 09: Investment Plan

  • Module 10: Rebalancing Portfolio

  • Module 11: Understanding Order Types

  • Module 12: Investment Tax

  • Module 13: Investment Rules: Rule-1

  • Module 14: Investment Rules: Rule-2

  • Module 15: Investment Rules: Rule-3

  • Module 16: Investment Rules: Rule-4

  • Module 17: Investment Rules: Rule-5

  • Module 18: Stock Market Dictionary

  • Module 19: Setting Up the Trading Platform

Course 09: Microsoft Excel Training: Depreciation Accounting

  • Introduction

  • Depreciation Amortization and Related Terms

  • Various Methods of Depreciation and Depreciation Accounting

  • Depreciation and Taxation

  • Master Depreciation Model

  • Conclusion

Course 10: Financial Modeling Using Excel

  • Welcome to the Course! Get the Overview of What You'll Learn

  • Planning your Financial Model

  • Building a Model Template

  • Projecting the Income Statement

  • Projecting the Balance Sheet

  • Projecting Cash Flows

  • Advanced Financial Modeling

  • BONUS LESSON: Top 5 Excel Features for Financial Modellers

Course 11: Advanced Diploma in MS Excel

  • Microsoft Excel 2019 New Features

  • Getting Started with Microsoft Office Excel

  • Performing Calculations

  • Modifying a Worksheet

  • Formatting a Worksheet

  • Printing Workbooks

  • Managing Workbooks

  • Working with Functions

  • Working with Lists

  • Analyzing Data

  • Visualizing Data with Charts

  • Using PivotTables and PivotCharts

  • Working with Multiple Worksheets and Workbooks

  • Using Lookup Functions and Formula Auditing

  • Sharing and Protecting Workbooks

  • Automating Workbook Functionality

  • Creating Sparklines and Mapping Data

  • Forecasting Data

  • Excel VBA Data Management

CPD

110 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?

Anyone from any background can enrol in this bundle. Persons with similar professions can also refresh or strengthen their skills by enrolling in this course. Students can take this course to gather professional knowledge besides their study or for the future.

Requirements

Ouris fully compatible with PC's, Mac's, laptops, tablets and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones, so you can access your course on Wi-Fi, 3G or 4G.

There is no time limit for completing this course; it can be studied in your own time at your own pace.

Career path

Having this various expertise will increase the value of your CV and open you up to multiple job sectors.

Certificates

Certificate of completion

Digital certificate - Included

About The Provider

Apex Learning
Apex Learning
London
5.0(10)

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