Financial Planning Certificate Level 4

Accredited by The CPD Qualifications Group - PDF Course Books Provided.

UK Public College


£670 inc VAT
Study method
Online, self-paced
40 Hours
40 CPD points / hours
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students


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 timelines.
  • 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.

Career path

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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