363 Financial Planning courses

Embark on a transformative journey with the 'Level 4 Financial Advisor Certification' course, a comprehensive pathway designed to shape future financial wizards. The curriculum, intricately structured, unfolds across eight modules, each delving into critical aspects of financial advising. Beginning with the fundamentals of finance, the course swiftly transitions into developing essential skills required in the realm of financial advising. As learners progress, they encounter nuanced topics like financial planning, wealth management, and crafting personal financial statements. The programme not only emphasises theoretical understanding but also instills practical wisdom in financial risk management and investment planning. Unique to this course is the inclusion of divorce planning and the application of Google Analytics in financial advisement, offering a cutting-edge perspective in the field. This blend of traditional knowledge with contemporary tools equips participants with a holistic skillset, priming them for success in the dynamic world of finance. Enrollees in this certification program will unearth a treasure trove of insights, preparing them to navigate the complexities of financial advisory with confidence and acumen. This journey transcends mere academic learning; it is a venture into the very heart of financial expertise, promising a transformative experience for aspiring financial advisors. Learning Outcomes * Gain a foundational understanding of finance and its practical application. * Develop specialised skills necessary for effective financial advising. * Master the art of crafting and managing personal financial statements. * Acquire proficiency in identifying and mitigating financial risks. * Learn strategic investment planning and the nuances of divorce planning. WHY CHOOSE THIS LEVEL 4 FINANCIAL ADVISOR CERTIFICATION? 1. Unlimited access to the course for a lifetime. 2. Opportunity to earn a certificate accredited by the CPD Quality Standards and CIQ after completing this course. 3. Structured lesson planning in line with industry standards. 4. Immerse yourself in innovative and captivating course materials and activities. 5. Assessments designed to evaluate advanced cognitive abilities and skill proficiency. 6. Flexibility to complete the Course at your own pace, on your own schedule. 7. Receive full tutor support throughout the week, from Monday to Friday, to enhance your learning experience. 8. Unlock career resources for CV improvement, interview readiness, and job success. WHO IS THIS LEVEL 4 FINANCIAL ADVISOR CERTIFICATION FOR? * Individuals aspiring to become financial advisors. * Finance professionals seeking to enhance their knowledge. * Entrepreneurs needing insights into financial management. * Career changers interested in the finance sector. * Students aiming for a comprehensive understanding of financial advising. CAREER PATH * Financial Advisor: £30,000 - £60,000 * Wealth Manager: £40,000 - £70,000 * Risk Management Analyst: £35,000 - £55,000 * Investment Planner: £32,000 - £58,000 * Personal Finance Consultant: £28,000 - £50,000 * Analytics Specialist in Finance: £33,000 - £65,000 PREREQUISITES This Level 4 Financial Advisor Certification does not require you to have any prior qualifications or experience. You can just enrol and start learning. This course was made by professionals and it is compatible with all PC's, Mac's, tablets and smartphones. You will be able to access the course from anywhere at any time as long as you have a good enough internet connection. CERTIFICATION After studying the course materials, there will be a written assignment test which you can take at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £4.99 Original Hard Copy certificates need to be ordered at an additional cost of £8. COURSE CURRICULUM Module 01: Introduction to Finance Introduction to Finance 00:23:00 Module 02: Essential Skill for Financial Advisor Essential Skills for Financial Advisors 00:34:00 Module 03: Financial Planning Financial Planning 00:37:00 Module 04: Wealth Management and Guide to Make Personal Financial Statements Wealth Management and Guide to Make Personal Financial Statements 00:18:00 Module 05: Financial Risk Management and Assessment Financial Risk Management and Assessment 00:31:00 Module 06: Investment Planning Investment Planning 00:25:00 Module 07: Divorce Planning Divorce Planning 00:26:00 Module 08: Google Analytics for Financial Advisors Google Analytics for Financial Advisor 00:26:00 Assignment Assignment - Level 4 Financial Advisor Certification 00:00:00

Personal finance is sometimes a tricky subject. Sometimes, you get your paycheck and somehow all the money is lost before you even reach your doorstep. Well, if that is the case for you, then you should definitely get this Personal Financing Skill Course course. This Certificate course will help you in terms of personal development by training you to manage your own finance. Initially you will learn to unblock the major obstacles to achieve personal and financial freedom. You will also look into setting goals towards successful financial planning, spending prudently and much more. This course will also teach you to deal with debt, manage your own taxes and how to choose the right insurance plan.   When you are done with the course you will be able to seek help from financial experts, use financial softwares and discover some smart investment steps. So if you want to make smart financial decisions, then get this course now. COURSE HIGHLIGHTS Personal Financing Skill Course is an award winning and the best selling course that has been given the CPD Certification & IAO accreditation. It is the most suitable course anyone looking to work in this or relevant sector. It is considered one of the perfect courses in the UK that can help students/learners to get familiar with the topic and gain necessary skills to perform well in this field. We have packed Personal Financing Skill Course into 10 modules for teaching you everything you need to become successful in this profession. To provide you ease of access, this course is designed for both part-time and full-time students. You can become accredited in just 7 hours and it is also possible to study at your own pace. We have experienced tutors who will help you throughout the comprehensive syllabus of this course and answer all your queries through email. For further clarification, you will be able to recognize your qualification by checking the validity from our dedicated website. WHY YOU SHOULD CHOOSE PERSONAL FINANCING SKILL COURSE * Lifetime access to the course * No hidden fees or exam charges * CPD Accredited certification on successful completion * Full Tutor support on weekdays (Monday - Friday) * Efficient exam system, assessment and instant results * Download Printable PDF certificate immediately after completion * Obtain the original print copy of your certificate, dispatch the next working day for as little as £9. * Improve your chance of gaining professional skills and better earning potential. WHO IS THIS COURSE FOR? Personal Financing Skill Course is CPD certified and IAO accredited. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic backgrounds. REQUIREMENTS Our Personal Financing Skill Course is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. CAREER PATH You will be ready to enter the relevant job market after completing this course. You will be able to gain necessary knowledge and skills required to succeed in this sector. All our Diplomas' are CPD and IAO accredited so you will be able to stand out in the crowd by adding our qualifications to your CV and Resume. Introduction FREE 00:30:00 Setting Goals Towards Successful Financial Planning FREE 00:30:00 Decide Your Spending Prudently 01:00:00 Dealing With Mountains Of Debt And Credit 01:00:00 All You Need To Know About Taxes 01:00:00 Jumping On The Right Insurance Plan 00:30:00 Getting Help From Professional Financial Experts 00:30:00 DIY With Personal Financial Software 00:30:00 Savings & Compounding Interest 00:30:00 Smart investments steps 01:00:00 Mock Exam Final Exam

Master the art of social event planning with our comprehensive course, 'Social Events Planning: Elevate Every Occasion, Any Budget.' From designing captivating themes to strategic budgeting, vendor management, and effective marketing strategies, this course equips you with the skills to create memorable events, regardless of budget constraints. Join us for a transformative learning experience in the dynamic world of event management.

Join us at our FREE in-person workshop, where we demystify the intricate world of business funding, equipping newly established businesses with the knowledge and strategies needed to secure the resources your business needs and deserves.

THE COMPLETE COURSE FOR RETIREMENT PLANNING- CHOOSE THE BEST OPTIONS FOR YOUR RETIREMENT Are you approaching retirement age? What are you planning to do in your retirement? Do you want to use your time fruitfully at retirement age? Are you worried about your retirement period? If yes, then this course is perfect for you. The course will guide you to use your time in the best way in your retirement age. COURSE DESCRIPTION: The course is designed for the people who are moving towards their retirement age. Planning an active retirement time is important for every people who are approaching their retirement age though most of the people neglect the idea. The planning will not only help you to use your time wisely but also guides you to lead a happy and peaceful time. Sometimes, people became bored in their retirement time. The course will teach you what the first step of your retirement time is. The course will also guide you to choose the perfect plan based on your financial status. Planning Course will show you the available options for retirement planning as diversity is the key to retirement planning. By the end of the course, you can take the right decision for your retirement planning. COURSE HIGHLIGHTS Retirement Planning Guide is an award winning and the best selling course that has been given the CPD Certification & IAO accreditation. It is the most suitable course anyone looking to work in this or relevant sector. It is considered one of the perfect courses in the UK that can help students/learners to get familiar with the topic and gain necessary skills to perform well in this field. We have packed Retirement Planning Guide into 30 modules for teaching you everything you need to become successful in this profession. To provide you ease of access, this course is designed for both part-time and full-time students. You can become accredited in just 1 day, 1 hour and it is also possible to study at your own pace. We have experienced tutors who will help you throughout the comprehensive syllabus of this course and answer all your queries through email. For further clarification, you will be able to recognize your qualification by checking the validity from our dedicated website. WHY YOU SHOULD CHOOSE RETIREMENT PLANNING GUIDE * Lifetime access to the course * No hidden fees or exam charges * CPD Accredited certification on successful completion * Full Tutor support on weekdays (Monday - Friday) * Efficient exam system, assessment and instant results * Download Printable PDF certificate immediately after completion * Obtain the original print copy of your certificate, dispatch the next working day for as little as £9. * Improve your chance of gaining professional skills and better earning potential. WHO IS THIS COURSE FOR? Retirement Planning Guide is CPD certified and IAO accredited. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic backgrounds. REQUIREMENTS Our Retirement Planning Guide is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. CAREER PATH You will be ready to enter the relevant job market after completing this course. You will be able to gain necessary knowledge and skills required to succeed in this sector. All our Diplomas' are CPD and IAO accredited so you will be able to stand out in the crowd by adding our qualifications to your CV and Resume.   Module 1 Financial Planning And Planning For Retirement FREE 00:30:00 Diversity Is Key In Retirement Planning FREE 01:00:00 Financial Future And Planning For Retirement 00:30:00 IRA vs. 401 (k) 01:00:00 Long Term Retirement Planning 00:30:00 Planning Your Financial Retirement 01:00:00 Module 2 Properly Planning For Financial Retirement 01:00:00 Property Investment For Retirement 01:00:00 Retirement Planning : How Long Do You Expect To Live 01:00:00 Keys Considerations When Planning For Financial Retirement 01:00:00 Types Of Retirement Plans 01:00:00 What Are Iras? 01:00:00 Module 3 What Is A 401(K)? 01:00:00 Why A Financial Advisor? 01:00:00 Importance Of Planning For Retirement 01:00:00 A Financial Planner May Be Your Best Gift To Yourself 00:30:00 Common 401(k) Mistakes 01:00:00 Consolidation Or Multiple Accounts 00:30:00 Module 4 Dealing With Alzheimer's 02:00:00 Find Senior Independent Living Peoples Near You 00:30:00 Importance Of Life Insurance For Financial Retirement Planning 01:00:00 Investing In Bonds 00:30:00 Long Term Care Options 00:30:00 Manage Your Money In Financial Retirement 00:30:00 Module 5 Retirement Planning And Savings Plans 01:00:00 Retirement Isn't For Everybody 00:30:00 Roth Iras For Financial Retirement 00:30:00 The Future Of Senior Living And Assisted Living 01:00:00 Thinks To Consider When Considering A 401(K) 01:00:00 Perfect Time For Retirement 01:00:00 Mock Exam Final Exam

Are you an entrepreneur? Does accounting feel too complicated? Do financial reports and numbers confuse you? Do You Want to Learn Accounting and Finance in a Fun and Simple Way? Then stop your search. This is the best course for you in accounting and finance! Immerse yourself in the world of "Accounting and Finance (Financial Planning and Financial Analysis)," a transformative course that unravels the intricacies of financial management. Delve into fundamental principles, explore the roles of accountants, and navigate through industry standards. From mastering transaction recording to deciphering financial statements, you'll gain essential skills in analysing a company's fiscal health. Your career growth is our priority. Our tailored Accounting and Finance course, developed with expert insights, enhances your skills for today's competitive landscape. This streamlined Accounting and Finance programme offers exclusive training, ensuring relevance and readiness for career advancement. Master the latest materials, equip yourself for success, and elevate your organisation with our Accounting and Finance Programme." So, if you are eager to see yourself in a gratifying career, enrol in our Accounting and Finance course today! What will make you stand out? On completion of this online Accounting and finance course, you will gain the following: * QLS Endorsed Training * CPD QS Accredited Accounting and Finance Course. * Lifetime access to the whole collection of learning materials. * The online test with immediate results * You can study and complete the Accounting and Finance course independently. * Study for the Accounting and Finance course using any internet-connected device, such as a computer, tablet, or mobile device. Accounting and Finance (Financial Planning & Financial Analysis)" is a specially crafted course to deepen your understanding of accounting and finance. The curriculum delivers comprehensive insights into accounting fundamentals, the responsibilities of accountants, and universally accepted accounting principles and standards. The accounting and Finance course navigates vital financial aspects such as recording transactions, interpreting balance sheets, income and various financial statements, and cash flow management. Additionally, it elucidates the concepts of profitability, financial budgeting, planning and auditing. This educational journey provides a robust foundation for your accounting and finance career, enabling you to excel in financial budgeting and planning. Become a master of accounting and finance with this comprehensive course. Enrol in our Accounting and Finance course now to shape a thriving career and drive organisational success. Quality Licence Scheme Endorsed Certificate of Achievement: Upon successful completion of the course, you will be eligible to order an original hardcopy certificate of achievement. This prestigious certificate, endorsed by the Quality Licence Scheme, will be titled 'Diploma in Accounting and Finance at QLS Level 4'. Your certificate will be delivered directly to your home. The pricing scheme for the certificate is as follows: * £89 GBP for addresses within the UK. Please note that delivery within the UK is free of charge. Please Note: NextGen Learning is a Compliance Central approved resale partner for Quality Licence Scheme Endorsed courses. CPD 120 CPD hours / points Accredited by CPD Quality Standards MODULE 01: AN OVERVIEW OF ACCOUNTING FUNDAMENTALS 08:24 * 1: Introduction to Accounting Preview 08:24 MODULE 02: EXPLORING THE RESPONSIBILITIES OF ACCOUNTANTS 09:04 * 2: The Role of an Accountant 09:04 MODULE 03: UNDERSTANDING THE PRINCIPLES AND STANDARDS OF ACCOUNTING 12:05 * 3: Accounting Concepts and Standards 12:05 MODULE 04: METHOD OF RECORDING FINANCIAL TRANSACTIONS 11:01 * 4: Double-Entry Bookkeeping 11:01 MODULE 05: BALANCE SHEET: ANALYZING A SNAPSHOT OF A COMPANY'S FINANCIAL POSITION 11:16 * 5: Balance Sheet 11:16 MODULE 06: INCOME STATEMENT - SUMMARY OF A COMPANY'S REVENUES AND EXPENSES 10:05 * 6: Income statement 10:05 MODULE 07: DIFFERENT TYPES OF FINANCIAL STATEMENTS 12:52 * 7: Financial Statements 12:52 MODULE 08: INFLOW AND OUTFLOW OF CASH IN A BUSINESS 09:19 * 8: Cash Flow Statements 09:19 MODULE 09: PROFIT AND LOSS STATEMENT - REVENUES, EXPENSES, AND PROFITABILITY 09:19 * 9: Understanding Profit and Loss Statement 09:19 MODULE 10: FINANCIAL BUDGETS AND PLANS 14:21 * 10: Financial Budgeting and Planning 14:21 MODULE 11: AUDITING - ENSURING ACCURATE FINANCIAL INFORMATION 08:29 * 11: Auditing 08:29 ORDER YOUR CPD QUALITY STANDARD CERTIFICATE (OPTIONAL) 01:00 * 12: CPD Quality Standard Certificate (Optional) 01:00 PDF ORDER YOUR QLS ENDORSED CERTIFICATE (OPTIONAL) 01:00 * 13: QLS Endorsed Certificate (Optional) 01:00 PDF WHO IS THIS COURSE FOR? This Accounting and Finance Course is suitable for anyone interested in the following: * Accounts Assistant * Accounts Payable & Expenses Supervisor * Accounts Payable Clerk * Audit Trainee * Payroll Administrator / Supervisor * Tax Assistant / Accountant * Accounting Clerk * Auditing Clerk * Accounts Receivable Clerk After Completing this Accounting and Finance ( Financial Planning & FInancial Analysis) course, anyone can later enrol in the following course: * Association of Chartered Certified Accountants (ACCA) * AAT Level 2 Certificate in Accounting * BCS Foundation Certificate in Business Analysis * AAT Level 3 Diploma in Accounting * AAT Level 1 Award in Bookkeeping * A-level Accounting * Certificate in Business Accounting (CBA) * IGCSE Accounting * Foundation in Bookkeeping Diploma * Level 7 Diploma in Accounting and Finance * Association of Accounting Technicians * Certificate in Business Accounting CBA * AAT Level 2 Certificate in Accounting * AAT Foundation Certificate in Bookkeeping Level 2 * ACCA Diploma in Accounting and Business (RQF Level 4) * CIMA Certificate in Business and Accounting * CIMA Diploma in Management Accounting * AAT Advanced Diploma in Accounting Level 3 Official Xero Certification * Level 6 Diploma in Professional Accountancy (RQF) * AAT Level 4 Diploma in Professional Accounting * Level 3 Diploma Foundation Diploma in Accountancy * AAT Advanced Certificate in Bookkeeping Level 3 * AAT Level 2 Certificate in Bookkeeping * Chartered Institute of Management Accountants * Institute of Financial Accountants * Membership of the Chartered Institute of Management Accountants * Level 4 Diploma Accounting and Business Finance * NCFE Level 3 Diploma in Skills for Business: Finance REQUIREMENTS You are cordially invited to enroll in this course; please note that there are no formal prerequisites or qualifications required. We've designed this curriculum to be accessible to all, irrespective of prior experience or educational background. CAREER PATH The aim of this exclusive Accounting and Finance course is to help you toward your dream career. Like as: * Accounting Managers * Accountants * Bankers * Finance Officer * Payroll Officer * Bookkeeper * Finance Administrator You might earn anything between £30,000 and £80,000 annually in the UK, depending on your profession. CERTIFICATES CPD QUALITY STANDARD CERTIFICATE Digital certificate - £4.99 HARDCOPY CERTIFICATE (FREE UK DELIVERY) Hard copy certificate - £9.99 Hardcopy Transcript: £9.99

Financial : Financial Advisor Training Discover Your Path to Success as a Financial Advisor with Our Comprehensive Course Are you ready to embark on a rewarding and lucrative career as a financial advisor? Look no further! Our comprehensive Financial Advisor Course is designed to equip you with the knowledge, skills, and confidence to excel in the dynamic world of financial planning. Why Choose Our Financial Advisor Course? 1. Expert-Led Curriculum: Our course is crafted by seasoned financial advisors with extensive industry experience. You'll learn from professionals who have successfully navigated the complexities of the financial advisory field, gaining insights and strategies that are tried and tested. 2. Comprehensive Skill Development: We cover a wide range of essential topics, including investment planning, retirement strategies, risk management, tax planning, and more. Our curriculum is designed to provide you with a holistic understanding of financial advisory principles, ensuring you're well-prepared to meet the diverse needs of your clients. 3. Practical Learning Opportunities: Theory alone is not enough. Our financial advisor course incorporates practical exercises, case studies, and simulations to enhance your real-world problem-solving abilities. You'll develop hands-on skills, analyze complex financial scenarios, and create tailored solutions that align with your clients' goals. 4. Industry-Recognized Certification: Upon completion of the course, you'll receive a prestigious certification that carries weight in the industry. This financial advisor credential will not only validate your expertise but also open doors to career opportunities with established financial firms, banks, or as an independent advisor. 5. Networking Opportunities: Our financial advisor course provides a platform to connect with fellow aspiring advisors and established professionals. Networking events, industry guest speakers, and online forums offer opportunities to build relationships, gain mentors, and expand your professional network. Don't miss out on the chance to launch your successful career as a financial advisor. Enroll in our Financial Advisor Course today and unlock your potential in the world of finance. Take the first step towards a fulfilling and prosperous future. Invest in yourself and seize the opportunity to make a meaningful difference in people's lives as a trusted financial advisor. Enroll now and let our course be your stepping stone to a successful and rewarding career. Courses: * Course 01: Financial Advisor * Course 02: Level 5 Accounting and Finance * Course 03: Supply Chain Management Financial : Financial Advisor Training Industry Experts Designed this Financial Advisor course into 05 detailed modules. Assessment Method of financial advisor After completing each module of the Financial Advisor course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Certification of financial advisor After completing the MCQ/Assignment assessment for this Financial Advisor course, you will be entitled to a Certificate of Completion from Training Tale. It will act as proof of your extensive professional development. WHO IS THIS COURSE FOR? Financial : Financial Advisor Training The Financial Advisor course is ideal for those already working in this field or are interested in becoming one. This Financial Advisor course is designed to broaden your knowledge and boost your CV. REQUIREMENTS Financial : Financial Advisor Training There are no specific requirements for this Financial Advisor course because it does not require any advanced knowledge or skills. CAREER PATH Financial : Financial Advisor Training

Financial : Financial Advisor Training Discover Your Path to Success as a Financial Advisor with Our Comprehensive Course Are you ready to embark on a rewarding and lucrative career as a financial advisor? Look no further! Our comprehensive Financial Advisor Course is designed to equip you with the knowledge, skills, and confidence to excel in the dynamic world of financial planning. Why Choose Our Financial Advisor Course? 1. Expert-Led Curriculum: Our course is crafted by seasoned financial advisors with extensive industry experience. You'll learn from professionals who have successfully navigated the complexities of the financial advisory field, gaining insights and strategies that are tried and tested. 2. Comprehensive Skill Development: We cover a wide range of essential topics, including investment planning, retirement strategies, risk management, tax planning, and more. Our curriculum is designed to provide you with a holistic understanding of financial advisory principles, ensuring you're well-prepared to meet the diverse needs of your clients. 3. Practical Learning Opportunities: Theory alone is not enough. Our financial advisor course incorporates practical exercises, case studies, and simulations to enhance your real-world problem-solving abilities. You'll develop hands-on skills, analyze complex financial scenarios, and create tailored solutions that align with your clients' goals. 4. Industry-Recognized Certification: Upon completion of the course, you'll receive a prestigious certification that carries weight in the industry. This financial advisor credential will not only validate your expertise but also open doors to career opportunities with established financial firms, banks, or as an independent advisor. 5. Networking Opportunities: Our financial advisor course provides a platform to connect with fellow aspiring advisors and established professionals. Networking events, industry guest speakers, and online forums offer opportunities to build relationships, gain mentors, and expand your professional network. Don't miss out on the chance to launch your successful career as a financial advisor. Enroll in our Financial Advisor Course today and unlock your potential in the world of finance. Take the first step towards a fulfilling and prosperous future. Invest in yourself and seize the opportunity to make a meaningful difference in people's lives as a trusted financial advisor. Enroll now and let our course be your stepping stone to a successful and rewarding career. Courses: * Course 01: Financial Advisor * Course 02: Level 5 Accounting and Finance * Course 03: Supply Chain Management Financial : Financial Advisor Training Industry Experts Designed this Financial Advisor course into 05 detailed modules. Assessment Method of financial advisor After completing each module of the Financial Advisor course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Certification of financial advisor After completing the MCQ/Assignment assessment for this Financial Advisor course, you will be entitled to a Certificate of Completion from Training Tale. It will act as proof of your extensive professional development. WHO IS THIS COURSE FOR? Financial : Financial Advisor Training The Financial Advisor course is ideal for those already working in this field or are interested in becoming one. This Financial Advisor course is designed to broaden your knowledge and boost your CV. REQUIREMENTS Financial : Financial Advisor Training There are no specific requirements for this Financial Advisor course because it does not require any advanced knowledge or skills. CAREER PATH Financial : Financial Advisor Training

> ADVANCED LEVEL COURSE TO HELP YOU SORT OUT YOUR PERSONAL FINANCE Personal finance is defined as the management of money and financial decisions for a person or family including budgeting, investments, retirement planning and investments. Learn more about Personal Finance through this course. Matters of personal finance include the purchasing of financial products, like credit cards, life and home insurance, mortgages and of course various investments and investment vehicles. Banking is also considered a part of personal finance, including checking and savings accounts and 21st century online or mobile payment services like PayPal and Venmo. All individual financial activities fall under the purview of personal finance; personal financial planning generally involves analyzing your current financial position, predicting short-term and long-term needs and executing a plan to fulfill those need within individual financial constraints. This course is designed to teach you personal banking and budgeting starting from the basics which will eventually lead you to develop your financial IQ. COURSE HIGHLIGHTS Extended Diploma in Personal Finance is an award winning and the best selling course that has been given the CPD Certification & IAO accreditation. It is the most suitable course anyone looking to work in this or relevant sector. It is considered one of the perfect courses in the UK that can help students/learners to get familiar with the topic and gain necessary skills to perform well in this field. We have packed Extended Diploma in Personal Finance into several modules for teaching you everything you need to become successful in this profession. To provide you ease of access, this course is designed for both part-time and full-time students. You can become accredited in just 20/30 hours and it is also possible to study at your own pace. We have experienced tutors who will help you throughout the comprehensive syllabus of this course and answer all your queries through email. For further clarification, you will be able to recognize your qualification by checking the validity from our dedicated website. WHY YOU SHOULD CHOOSE EXTENDED DIPLOMA IN PERSONAL FINANCE * Lifetime access to the course * No hidden fees or exam charges * CPD Accredited certification on successful completion * Full Tutor support on weekdays (Monday - Friday) * Efficient exam system, assessment and instant results * Download Printable PDF certificate immediately after completion * Obtain the original print copy of your certificate, dispatch the next working day for as little as £9. * Improve your chance of gaining professional skills and better earning potential. WHO IS THIS COURSE FOR? Extended Diploma in Personal Finance is CPD certified and IAO accredited. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic backgrounds. REQUIREMENTS Our Extended Diploma in Personal Finance is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. CAREER PATH You will be ready to enter the relevant job market after completing this course. You will be able to gain necessary knowledge and skills required to succeed in this sector. All our Diplomas' are CPD and IAO accredited so you will be able to stand out in the crowd by adding our qualifications to your CV and Resume. Introduction to Personal Finance Introduction FREE 00:30:00 Setting Goals Towards Successful Financial Planning FREE 00:30:00 Decide Your Spending Prudently 01:00:00 Dealing With Mountains Of Debt And Credit 01:00:00 All You Need To Know About Taxes 01:00:00 Jumping On The Right Insurance Plan 00:30:00 Getting Help From Professional Financial Experts 00:30:00 DIY With Personal Financial Software 00:30:00 Savings & Compounding Interest 00:30:00 Smart investments steps 01:00:00 Personal Banking and Budgeting 4 Tips For Understanding The Basic Banking Processes 01:00:00 5 Great Tips On Understanding Your Credit 00:30:00 4 Great Tips On Understanding Bank Fees 00:30:00 3 Great Tips On Setting Up And Maintaining A Budget 00:15:00 4 Great Tips On Reaching Your Savings Goals 01:00:00 4 Great Tips On Dealing With Errors And ID Theft 00:30:00 5 Great Tips On Fixing Your Credit Report 00:15:00 3 Great Tips On Choosing A Credit Card 00:30:00 3 Great Tips On Choosing An Installment Loan 00:30:00 3 Great Tips On Buying A Home 00:30:00 Developing Financial IQ Introduction To Financial IQ FREE 01:00:00 Essential Ways To Build Wealth FREE 01:00:00 When's The Right Time To Invest? 01:00:00 The Methods Of Financial Mess 01:00:00 Mock Exam Final Exam

Making money is the very reason your business exists – but often, entrepreneurs don’t pay enough attention to the financials that drive the bottom line. Whether due to deep-seated money anxiety, lack of skills or knowledge, or an aversion to long-term planning, business owners often use random guesswork to build the sales and expense projections that should be the foundation of their financial plan. Sound financial planning documents can not only win over investors; they’re valuable tools for monitoring the company’s progress toward profitability. In this learning stream, we’ll examine and counteract common misperceptions about financial planning, learn about different models for revenue and cost projections, and discuss concepts such as the maximum negative cash flow that potential investors will scrutinize. Key expense and revenue models and financial statements will be reviewed one-by-one, with accompanying worksheets and formulas to help you build your own realistic, credible models. A workshop session will focus on finding the happy medium between wildly optimistic projections and overly-conservative, ho-hum estimates, so you can present financial statements that are believable, justifiable, and inspire confidence.