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Personal Banking, Finance & Budgeting Course

Personal Banking, Finance & Budgeting Course

By John Academy

4.3(43)
  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • 10 hours

  • All levels

Description

Are you having trouble tracking your finances? Or do you just want to be able to learn how to budget and manage your finances? If these are your concerns, then this course is for you!
Description:

In this course, you will get tips and tools to create a budget that is suitable for your lifestyle, and you will know how to stick to it so that you can reach your financial goals. Then you will also be able to learn about the basics of banking from checking accounts to the importance of saving and find out more about investment choices. The primary goal of this course is to free yourself and your family from money problems and lead a happy life without worrying about your finances. You will be able to understand the basics of credit, bank fees and fix your credit status.

Who is the course for?
  • Financial advisers who want to learn more on how they can advise people on their finances.

  • People who want to change their financing and budgeting.

Entry Requirement:
  • This course is available to all learners, of all academic backgrounds.

  • Learners should be aged 16 or over to undertake the qualification.

  • Good understanding of English language, numeracy and ICT are required to attend this course.

Assessment: 
  • At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful.

  • Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam.

Certification:
  • After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24.

  • PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days.

Why choose us?
  • Affordable, engaging & high-quality e-learning study materials;

  • Tutorial videos/materials from the industry leading experts;

  • Study in a user-friendly, advanced online learning platform;

  • Efficient exam systems for the assessment and instant result;

  • The UK & internationally recognised accredited qualification;

  • Access to course content on mobile, tablet or desktop from anywhere anytime;

  • The benefit of career advancement opportunities;

  • 24/7 student support via email.

Career Path:

Personal Banking Finance course would be beneficial for the following careers:

  • Financial Analyst

  • Forecasting

  • Investment Banking

  • Portfolio Manager

  • And Other Different Financial-related jobs.

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

Personal Banking and Finance

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

Mock Exam

Mock Exam- Personal Banking, Finance & Budgeting Course

00:30:00

Final Exam

Final Exam- Personal Banking, Finance & Budgeting Course

00:30:00

Certificate and Transcript

Order Your Certificates and Transcripts

00:00:00

About The Provider

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