This Financial Planning and Management Course will give insight and understanding on financial management, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers. Through the course, you will gain practical knowledge in the areas of financial planning, insurance, risk management, taxation, investments and portfolio, superannuation and estate planning.
Gain the knowledge to become a qualified professional financial planner. You will develop the skills to determine a client’s financial needs and objectives, and to create a customized investment and savings plan to help the client achieve those goals.
Benefits of studying the Financial Planning and Management Course with Janets include
- Earn a free e-certificate upon successful completion.
- Accessible, informative modules taught by expert instructors
- Study in your own time, at your own pace, through your computer tablet or mobile device
- Benefit from instant feedback through mock exams and multiple-choice assessments
- Get 24/7 help or advice from our email and live chat teams
The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.
You are taught through a combination of
- Video lessons
- Online study materials
- Mock exams
- Multiple-choice assessment
************************** Course Modules **************************
Personal Finance Calculations
- Calculating Your Net Worth
- Calculating Your Real Hourly Wage
- Expenses for Life Energy
- Calculating a Monthly Budgeting
Saving for Retirement
- Paying Off Debt
- Build an Emergency Fund
- Personal Savings
- 401K Basics
- Asset Allocation
- Investment Strategies
- Advice on Financial Advisors
Building Credit to Buy a Home
- FICO Score
- Starting Credit
- Increasing Credit Score
- Owning vs. Renting
- Types of Mortages
Personal Finance Guides for Beginners
- Advice to Teenagers
- Guide to Buying a Car
- What is Cashflow?
- Planning and Management9
- Planning Part 2
- Where it can go Wrong
- Personal Cashflow Analysis
- Personal Cashflow Analysis my Numbers Story
Budgets and Money Management
- Finance Jeopardy
- The Fundamentals of Finance
- The Basics of Budgeting
- Parts of a Budget
- The Budgeting Process
- Budgeting Tips and Tricks
- Monitoring and Managing Budgets
- Crunching the Numbers
- Getting Your Budget Approved
- Comparing Investment Opportunities
- ISO 9001:2008
- Directing the Peerless Data Corporation
Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost.
Who is this course for?
Financial Planning and Management Course is suitable for anyone who want to gain extensive knowledge, potential experience and professional skills in the related field. This is a great opportunity for all student from any academic backgrounds to learn more on this subject.
Questions and answers
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Thank you very much confirming this course obtains a level 3 diploma. I am concerned why no qualification is stated, why is this?
Hi Jodie, Thanks for the question. The qualification stated on the course providers platform. The qualification will be mentioned in the certificate as well. Thanks.This was helpful. Thank you for your feedback.
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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.