In the cash-strapped economy of today, it is essential to ensure that your budgets
are carefully planned. When an individual is equipped with the skills set to develop
a financial plan, they will be able to make a difference in delivering a program that
is result oriented in line with the goals of the budget. The Certificate course in
Financial Planning is tailored to teach participants how to implement and design an
effective, successful, lively financial plan.
This Certificate course will suit any individual who want to advance their career or
want to be a more effective financial planner. This Financial Planning Course will
focus heavily on the planning and thinking process of individual and organization’s
budgets using case studies with to help learners manage and plan a successful
financial program. This Certificate course will incorporate a step-by- step approach in
developing a Financial Plan.
At the end of this Certificate course, participants will be awarded with a Certificate in
Financial Planning, and will also be able to:
- Prepare financial and business related analysis and research.
- Draft consolidated forecasts and budgets and analyzes trends in
revenue, expense, capital expenditures and other related areas.
- Develop financial review templates and meetings.
Devise debt liquidation plans that include payoff priorities and
- Implement financial planning recommendations.
We send certificates to students within 24 hours of course completion. Students will be awarded the Financial Planning Certificate.
PDF Certificate will cost £15 and hard copy will cost £20. we can post to all over the world.
The course is accredited by The CPD Qualifications Group.
This Financial Planning Certificate course will introduce learners to the process of
Budget evaluation, management, and development using the strategies and
principles of managing finances. This Certificate course aims to help individuals
master the basics of a successful business through direct experience with tutors.
This course will help learners develop their skills in financial planning based on
the analysis of current case studies, will understand how important research is in
responding to the current and potential problems or utilizing the potential
opportunities in finance industry, and so on. This comprehensive course will give
individuals a much greater understanding of how to plan for the growth of an
individual and organization.
Who is this course for?
This course is open to College-going, Graduate, and Professionals interested
in already working in, or seeking positions as a finance planner
This course is open to individuals interested in integrating financial planning
information to formulate a financial plan, and the skills to successfully
communicate the financial plan results both orally and in writing
There is no experience or previous qualifications required for enrollment on
this course. It is available to students with little or no background in finance
will be an advantage for this course.
Learners should be ages 16 or over to undertake the qualification.
Good understanding of English language, numeracy and ICT are required to attend this course.
This training leads you to become a freelance financial planner, financial manager,
financial planner, financial consultant, and so on. Also, skills in financial planning
are of great value for progression in higher studies.
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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.