Booking options
£15
£15
On-Demand course
All levels
In today's dynamic financial landscape, mastering Budgeting and Investment Essentials is indispensable. This course provides crucial insights into budget planning, operational and financial forecasting, and the meticulous process of budget creation. With modules dedicated to understanding revenue and cost budgets, participants gain a comprehensive understanding of qualitative aspects essential for effective financial management.
Additionally, the Investment segment of the curriculum offers invaluable knowledge on various investment types, techniques, risk management, and portfolio optimization. As the demand for skilled professionals in financial management continues to rise, particularly in the UK, where the sector witnesses a 15% increase in job opportunities, mastering Budgeting and Investment Essentials opens doors to lucrative career prospects. With an average annual salary reaching £50,000, individuals equipped with these skills are highly sought after in today's competitive job market.
Embracing this course not only ensures job readiness but also empowers individuals to navigate the complexities of modern financial environments, contributing to personal and professional growth in this rapidly expanding sector.
Key Features
Instant e-certificate
Fully online, interactive course with audio voiceover
Developed by professionals in the field
Self-paced learning and laptop, tablet, smartphone-friendly
24/7 Learning Assistance
Course Curriculum
Budgeting
Unit 01: Introduction
Module 01 - Why Budget and Forecasts
Module 02- Is budget planning a paper exercise
Module 03- Operational and Financial Budget
Unit 02: Detail Budget Requirement
Module 04 - Components - Revenue Budgets
Module 05 - Components - Cost Budget
Module 06 - Qualitative Aspects
Unit 03: Process of Making Budget
Module 07- Process of Budgeting - Logical Steps
Module 08 - Revenue Budget - What Information we need to make revenue budgets
Module 09- Example we used in Class to demonstrate a broad process in budget and planning
Module 10- Cost Budget Process - Link from revenue and operational plan
Module 11-- Cost Budget Process - Other aspects
Investment
Module 01: Introduction to Investment
Module 02: Types and Techniques of Investment
Module 03: Key Concepts in Investment
Module 04: Understanding the Finance
Module 05: Investing in Bond Market
Module 06: Investing in Stock Market
Module 07: Risk and Portfolio Management
Learning Outcomes:
Understand the significance of budgeting and forecasting in financial management.
Identify the components and processes involved in detailed budget requirements.
Apply logical steps in the process of making budgets effectively.
Analyse different types and techniques of investment in financial markets.
Evaluate key concepts and principles essential for successful investing.
Assess risks and manage portfolios in investing decision-making.
Accreditation
All of our courses are fully accredited, including this Budgeting and Investment Essentials Course, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in Budgeting & Investment.
Certification
Once you've successfully completed your Budgeting and Investment Essentials Course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £3.99). Our Budgeting and Investment Essentials Course certification has no expiry dates, although we do recommend that you renew them every 12 months.
20 CPD hours / points Accredited by CPD Quality Standards
This Budgeting and Investment Essentials Course can be taken by anyone who wants to understand more about the topic. With the aid of this course, you will be able to grasp the fundamental knowledge and ideas. Additionally, this Budgeting and Investment Essentials Course is ideal for:
Business students seeking financial management knowledge.
Professionals aiming to enhance financial planning and investment skills.
Individuals interested in personal finance and investment strategies.
Entrepreneurs needing to manage budgets and make investment decisions.
Career switchers pursuing opportunities in finance and investment sectors.
Learners do not require any prior qualifications to enrol on this Budgeting and Investment Essentials Course. You just need to have an interest in Budgeting and Investment Essentials Course.
After completing this Budgeting and Investment Essentials Course you will have a variety of careers to choose from. The following job sectors of Budgeting and Investment Essentials Course are:
Financial Analyst
Investment Manager
Budget Analyst
Portfolio Manager
Financial Planner
Risk Manager
Digital certificate
Digital certificate - Included
Once you've successfully completed your course, you will immediately be sent a FREE digital certificate.
Hard copy certificate
Hard copy certificate - Included
Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.
About Us