Skip to content

Personal Finance - CPD Certified

Winter Sale | 4 in 1 Exclusive Bundle | Free PDF Certificate


StudyHub

Summary

Price
Save 6%
£29.99 inc VAT (was £32)
Offer ends 31 May 2024
Study method
Online
Duration
13 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
40 CPD hours / points
Certificates
  • Certificate of completion - Free
  • Hard copy certificate - £8
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

6 students purchased this course

Add to basket or enquire

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

40 CPD hours / points
Accredited by CPD Quality Standards

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.

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.