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Personal Financial Management & Wellness

Advanced Diploma! 07 Video Lessons! CPDQS Accredited | FREE PDF Certificate & ID Card | 10 CPD Points | FREE 1st Module


Academy for Health & Fitness

Summary

Price
Save 36%
£12 inc VAT (was £19)
Offer ends 03 June 2024
Study method
Online, On Demand What's this?
Duration
2.4 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • CPDQS Accredited Certificate - Free
  • Reed courses certificate of completion - Free
  • CPDQS Accredited Certificate - £29
Additional info
  • Tutor is available to students

34 students purchased this course

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Overview

☞☞ Deal Price is Active! Offer Ends Soon; Hurry Up!!☚☚

What are the most important things to be alive? The first things that come to everyone’s mind are food and water, right? Well, to buy food and water, you need money! And everyone will agree that learning to manage money is more important than earning money. I mean, why won’t it be?

Learning about Personal Financial Management & Wellness can help with money management by providing individuals with the knowledge and skills they need to create and stick to a budget, save and invest for the future, and manage credit and debt responsibly. It also teaches individuals how to create a financial plan that aligns with their goals and values, and how to adapt to changes in their financial situation.

It is important to learn about Personal Financial Management & Wellness because having a good understanding of personal finance is crucial for making informed financial decisions and achieving long-term financial security. It also helps to improve overall well-being by reducing stress and anxiety related to money matters.

Personal Financial Management & Wellness can lead to better financial situations by providing individuals with the tools they need to make informed financial decisions, manage their money effectively, and achieve their financial goals. It also helps individuals to identify and address any financial problems early on, which can prevent them from becoming bigger issues in the future. So enrol now and save yourself the headache of money!

Upon completion of the Personal Financial Management & Wellness course, students will be able to:

  • Explore the basics of personal cash flow, including income and expenses
  • Know the importance of personal finance, including the benefits of financial literacy and the impact of financial decisions
  • Understand the basics of accounting and how it relates to personal finance
  • Develop skills in cash flow planning and be able to create a plan for managing income
  • Explore the concepts of personal money management
  • Learn the basics of borrowing, credit, and debt, including the different types of loans and credit products available
  • Explore the basics of managing personal insurance
  • Acquire knowledge of basic tax and financial strategies
  • Be able to design a personal budget that aligns with your financial goals
  • Know the relationship between money and mental health and how to manage stress, anxiety, and other mental health issues related to personal finance

Why Prefer Our Personal Financial Management & Wellness Course?

  • Opportunity to earn a certificate that is accredited by CPDQS.
  • Get a free student ID card! (£10 postal charge will be applicable for international delivery).
  • Innovative and engaging content.
  • Free assessments.
  • 24/7 tutor support.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

12
sections
13
lectures
2h 25m
total

Course media

Description

Start your learning journey with this Personal Financial Management & Wellness course straight away and take a step forward in securing a better future!

*** Course Curriculum ***

Here is the curriculum breakdown of the Personal Financial Management & Wellness Course:

  • Module 01: Introduction to Personal Cash Flow
  • Module 02: Understanding the Importance of Personal Finance
  • Module 03: Accounting and Personal Finances
  • Module 04: Cash Flow Planning
  • Module 05: Understanding Personal Money Management
  • Module 06: Borrowing, Credit, and Debt
  • Module 07: Managing Personal Insurance
  • Module 08: Understanding Tax and Financial Strategies
  • Module 09: Designing a Personal Budget
  • Module 10: Money and Mental Health

Assessment Process

Once you have completed all the Personal Financial Management & Wellness course modules, your skills, and knowledge will be tested with an automated multiple-choice assessment. You will then receive instant results to let you know if you have successfully passed the course.

Who is this course for?

This Personal Financial Management & Wellness course is for -

  • Individuals who want to gain a comprehensive understanding of personal finance and develop the skills necessary to manage their finances effectively.
  • Individuals looking to improve their financial literacy and make informed financial decisions.
  • People who are interested in starting a career in financial planning or advising.
  • Students looking for an entry-level job or to start their own business

Requirements

There are no previous knowledge requirements for the Personal Financial Management & Wellness program; this is open to anyone! Any learning enthusiast from anywhere in the world can enrol on this course without any hesitation.

Career path

  • Financial Planner: £25,000 - £50,000.
  • Credit Counselor: £20,000 - £30,000.
  • Insurance Agent: £20,000 - £40,000.
  • Tax Advisor: £25,000 - £40,000

Please note that the salary ranges provided are a general approximation and can vary depending on factors such as experience, location, and size of the company.

Questions and answers

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

Certificates

CPDQS Accredited Certificate

Digital certificate - Included

Reed courses certificate of completion

Digital certificate - Included

Will be downloadable when all lectures have been completed

CPDQS Accredited Certificate

Hard copy certificate - £29

If you are an international student, then you have to pay an additional 10 GBP as an international delivery charge.

Reviews

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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.