Personal Finance - CPD Certified
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Summary
- Certificate of completion - Free
- Hard copy certificate - £8
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
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Overview
►►► Personal Finance ◄◄◄ **►►► Enrolment Gifts ◄◄◄ **FREE PDF Certificate** FREE Exam** Lifetime Access **
Take the initial steps toward a successful long-term career by studying the Personal Finance package online with Studyhub. By finishing this Bundle, you'll have depth understanding and employable abilities. A certificate is also included, which can improve your resume and make you more marketable. The Bundle is a great way to develop your career, in conclusion. What are you searching for then? Enrol immediately in this Bundle and start learning every piece of information related to Personal Finance!
This Personal Finance Bundle consists of the following career-oriented courses:
- Course 01: Personal Financial Management & Wellness
- Course 02: Making Budget & Forecast
- Course 03: Finance for Non-Finance Professionals Online Course
- Course 04: The Complete Financial Analyst
Why Choose Our Personal Finance Bundle?
- Step-by-step lessons
- One-to-one assistance from professionals if you need it
- Innovative exams to test your knowledge after the course
- 24/7 customer support should you encounter any hiccups
- Unlimited lifetime access to all courses
Certificates
Certificate of completion
Digital certificate - Included
Hard copy certificate
Hard copy certificate - £8
Hard Copy certificates must be bought separately for an extra £8.
Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.
CPD
Course media
Description
This Personal Finance Bundle resources were created with the help of industry experts, and all subject-related information is kept updated on a regular basis to avoid learners from falling behind on the latest developments.
Course Curriculum
***Making Budget & Forecast***
Unit-01. Introduction
- Lecture-1 – Why Budget and Forecasts
- Lecture-2- Is budget planning a paper exercise
- Lecture-3- Operational and Financial Budget
Unit-02. Detail Budget Requirement
- Lecture-4 – Components – Revenue Budgets
- Lecture-5 – Components – Cost Budget
- Lecture-6 – Qualitative Aspects
Unit-03. Process of Making Budget
- Lecture-7- Process of Budgeting – Logical Steps
- Lecture-8 – Revenue Budget – What Information we need to make revenue budgets
- Lecture-9- Example we used in Class to demonstrate a broad process in budget and planning
- Lecture-10 – Cost Budget Process – Link from revenue and operational plan
- Lecture-11-Cost Budget Process – Other aspects
***Accounting and Finance***
Module : 01
- Accounting
- 1. Introduction
- 2. First Transactions
- 3. T Accounts introduction
- 4. T-Accounts conclusion
- 5. Trial Balance
- 6. Income Statement
- 7. Balance Sheet
Module : 02
- 8. Balance Sheet Variations
- 9. Accounts in practise
- 10. Balance Sheets what are they
- 11. Balance Sheet Level 2
- 12. Income Statement Introduction
- 13. Are they Expenses, or Assets
- 14. Accounting Jargon
Module : 03
- 15. Accruals Accounting is Fundamental
- 16. Trial Balance 3 days ago More
- 17. Fixed Assets and how it is shown in the Income Statement
- 18. Stock movements and how this affects the financials
- 19. Accounts Receivable
- 20. How to calculate the Return on Capital Employed
- 21. Transfer Pricing – International Rules
**The Complete Financial Analyst Course 2021**
Module 01:
Introduction to Financial Analysis
- What is Financial Analysis?
- Understanding Financial Analysis
- Uses of Financial Analysis
- Corporate Uses
- Investment Uses
- Types of Financial Analysis
- Fundamental Analysis
- Technical Analysis
- Examples of Financial Analysis
Module 02:
The Balance Sheet
- The Value Problem
- Comparability Problems in Financial Assets
- Instantaneous Wipeout of Value
- Market-Based Equity Figure
- The Common Form Balance Sheet
Module 03:
The Income Statement
- What is the Income Statement?
- Statistical Analysis
- Implementing Accounting Rules
- Revenues and Net Income
- Reasons to be Sceptical About Revenues
- Internal versus External Growth
Module 04:
The Cash Flow Statement
- Introduction
- What is the Cash Flow Statement?
- The Leveraged Buyout
- Analytical Applications
- Cash Flow and the Company Life Cycle
- The Concept of Financial Flexibility
Module 05:
Financial Reporting
- The Purpose of Financial Reporting
- Maximising Growth Expectations
- The Importance of Being Sceptical
- The Importance of Financial Reporting
Module 06:
Analysing Profitability
- Bona Fide Profits Versus Accounting Profits
- What is Revenue?
- Cost Counting
- Measurement of Economic Event
- Reporting Financial Statements
- Management’s Impact on Reported Profit
Module 07:
The Applications and Limitations of EBITDA
- The Concept of EBITDA
- The Role of EBITDA in Credit Analysis
- Abusing EBITDA
- A Comprehensive Cash Flow Measure
- Cash Flow Analysis
Module 08:
Credit Analysis
- Understanding Credit Analysis
- Balance Sheet Ratios
- Income Statement Ratios
- Statement of Cash Flow Ratios
- Combination Ratios
- Relating Ratios to Credit Risk
Module 09:
Equity Analysis
- Economic Analysis
- Leading Economic Indicators
- Equity Valuation
- Relative Valuation
- Liquidity and Debt
- Profitability: ROA and ROE
- Financial Analysis and Valuation Worksheet
Module 10:
Ratio Analysis
- What is Ratio Analysis?
- Liquidity Ratios
- Profitability Ratios
- Leverage Ratios
- Activity Ratios
- Inventory Turns Ratio
- The Sales Ratio
- The Turns Ratio
- Cash Flow Information in Ratio Analysis
Certification
Following your completion of the Personal Finance course materials, you will be able to grab one PDF certificate for free after passing the test. Original Hard Copy certificates must be bought separately for an extra £8.
Who is this course for?
This Personal Finance course is suitable for —
- Students
- Recent graduates
- Job Seekers
Requirements
There is no formal qualification needed for this Personal Finance course.
Career path
You will be able to achieve a lucrative career because this Personal Finance Bundle includes various courses as a bonus.
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Legal information
This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.