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Financial Planning Course

Certificate QLS Level 3 | *FREE PDF Certificate* Tutor Support & Exam | 40 CPD Credits | Free Accounting Course

Staff Training Solutions


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£10 inc VAT (was £395)
Offer ends 29 November 2021
Study method
Online, self-paced
200 hours
No formal qualification
40 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

34 students purchased this course

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Financial Planning Course

Certificate of achievement in Budget Planning QLS Level 3. Additional CPD Accredited Financial Planning Certificate with 40 CPD points available with no extra study. This Financial Planning course comes with easy to understand e-learning study materials.

Budget Planning Level 3 Course. Endorsed Certificate of Achievement.

For managers in today’s business world, it’s essential to have a working knowledge of finance. We all play a role in our organization’s financial health, whether we realize it or not. If you don’t have training or a background in finance, you may be at a disadvantage as you sit around the management table.

Financial Planning

This self-paced programme is available 24/7 providing you with the flexibility to train at the pace, location and time of your choosing. Endorsed certificate from a registered awarding body can be claimed on course completion. College registration, tutor support, course materials and additional supporting material are all included in the course fee.

Quality Licence Scheme

This Budget Planning course is endorsed by the Quality Licence Scheme. The Quality Licence Scheme, endorses high-quality, non-regulated provision and training programmes.



40 CPD hours / points
Accredited by The CPD Standards Office

Course media


Financial Planning Course (Level 3)

Financial Planning - Course Syllabus

This Financial Planning course consists of the following units:

Financial Planning - Unit 1 – The Fundamentals of Finance

This Financial Planning unit covers the following key topics:

  • Financial Planning - Basic Concepts
  • Financial Planning - Generally Accepted Accounting Principles
  • Financial Planning - Your Role in Company Finances
  • Financial Planning - Governing Organizations
  • Financial Planning - The Accounting Cycle
  • Financial Planning - Overview of the Accounting Cycle
  • Financial Planning - Plus more

Financial Planning - Unit 2 – Budget Planning Basics

This Financial Planning unit covers the following key topics:

  • Financial Planning - Defining a Budget
  • Financial Planning - Types of Budgets
  • Financial Planning - Understanding Where Your Budget Fits In
  • Financial Planning - Parts of a Budget
  • Financial Planning - The Budgeting Process
  • Financial Planning - Budgeting Tips and Tricks
  • Financial Planning - Plus more

Financial Planning - Unit 3 – Monitoring and Managing Budgets

This Financial Planning unit covers the following key topics:

  • Financial Planning - Crunching the Numbers
  • Financial Planning - Getting Your Budget Approved
  • Financial Planning - Plus more

Financial Planning - Unit 4 – Comparing Investment Opportunities

This Financial Planning unit covers the following key topics:

  • Financial Planning - Comparing Investment Opportunities
  • Financial Planning - ISO 9001:2008
  • Financial Planning - Directing the Peerless Data Corporation
  • Financial Planning - Office Relocation
  • Financial Planning - Reproduction Backlog
  • Financial Planning - Improving Supervision
  • Financial Planning - Job Enrichment
  • Financial Planning - Staff Expansion
  • Financial Planning - Plus more

Financial Planning - Course Benefits:

  • Financial Planning - Full Tutor Support
  • Financial Planning - Self paced, no fixed schedules
  • Financial Planning - Available to students anywhere in the world
  • Financial Planning - 24/7 Access to the LMS ( Learning Management System )
  • Financial Planning - Easy to understand quality e-learning study materials.

Financial Planning - Course Material

All course materials are included in the course price. All your study material will be available on our learning management system for which you will get access once you are enrolled. The material can be downloaded and printed as well.

Our distance learning course materials are specially written for home study and contain a wealth of knowledge in easy to understand language. We use variety of media to help you learn. Your course may use any of the following different media which you can use from home or where ever you choose to study:

  • Financial Planning - Online course materials
  • Financial Planning - Question papers
  • Financial Planning - Additional Supporting Material
  • Financial Planning - Useful Links

Financial Planning - Course assessment

You will be continually assessed throughout the course. Your assignment will be marked by your tutor and independently moderated. The feedback on your assignment will then be sent to you. On receipt of this, you may wish to contact your tutor to discuss the feedback.

Financial Planning - Tutor Support

When you enrol on a course with Staff Training Solutions you are allocated your personal tutor. Tutor’s help and support will be available throughout your studies with the college. He/she will assess your work and will provide you with regular feedback on your progress.

Who is this course for?

Financial Planning Course


Financial Planning Course

No particular entry requirement

Option 1

Certificate in Budget Planning QLS Level 3 endorsed by Quality Licence Scheme

Certificate Fee: £85 + postal charges

Option 2

Certificate in Budget Planning issued by STS

PDF Certificate - FREE

Hard copy - £25 + postal charges

Option 3

CPD Accredited Certificate

(PDF format)=£30

(Hard copy)=£75 + postal charges

*Postage Charges: National £9, International £15

Career path

Financial Planning Course

Questions and answers

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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.

What are CPD hours/points?

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, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.