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Financial Planning

End of Spring Sale: 11 Courses Mega Bundle | Free Certificate (PDF+Hardcopy)| Exam & Tutor Support| Lifetime Access


Apex Learning

Summary

Price
Save 98%
£59 inc VAT (was £3,750)
Or £19.67/mo. for 3 months...
Offer ends 24 September 2021
Study method
Online, self-paced
Duration
6 hours
Access to content
Lifetime access
Qualification
No formal qualification
CPD
45 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Certificate of completion available and is included in the price

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Overview

Be a step closer to becoming a finance expert and climb the career ladder with the Level 2 Financial Planning and Management Course.

In this Level 2 Financial Planning and Management Course you will gain the fundamental knowledge needed to develop professional financial planning and managing skills.

All thriving businesses need a finance expert. With training from this course, you will be more than capable of delivering quality financial advice and be equipped with the core skills to get ahead in this sector. It will not only help in your career but also your personal management of money.

With a single payment you will gain access to Level 2 Financial Planning and Management Course including 10 Career development courses, original hardcopy certificate, transcript and a student ID card which will allow you to get discounts on things like music, food, travel and clothes etc.

Take this course anywhere and at any time. Don’t let your lifestyle limit your learning or your potential.

Level 2 Financial Planning and Management Course will provide you with the CPD certificate that you’ll need to succeed.

Gain experience online and interact with experts. This can prove to be the perfect way to get noticed by a prospective employer and stand out from the crowd.

Level 2 Financial Planning and Management Course has been rated and reviewed highly by our learners and professionals alike. We have a passion for teaching, and it shows.

All of our courses have interactive online modules that allow studying to take place where and when you want it to.

The only thing you need to take Level 2 Financial Planning and Management Course is Wi-Fi and a screen. You’ll never be late for class again.

Experienced tutors and mentors will be there for you whenever you need them, and solve all your queries through email and chat boxes.

Why choose Level 2 Financial Planning and Management Course? Count the ways that it can help you…

  1. One payment, but a lifetime access to 11 CPD courses
  2. Certificate, Transcript, student ID everything included in a one-time fee
  3. No need to worry about hidden charges
  4. CPD certificate will be sent directly to you
  5. One-on-one help assistance on every weekday
  6. Practical and honest assessments performed immediately
  7. Personal PDF certificate awarded on passing
  8. Original copies of your exam certificate and transcript sent the next working day
  9. Gain valuable and recognised experience without leaving your home

What other courses are included with this Level 2 Financial Planning and Management Course?

  1. Office 365 Course - 7 CPD Points
  2. Microsoft Teams - 2 CPD Points
  3. Coronavirus (COVID-19) Awareness - 2 CPD Points
  4. Working from Home Essentials - 5 CPD Points
  5. Mental Health and Working from Home - 5 CPD Points
  6. Online Meeting Management - 3 CPD Points
  7. Effective Communication Skills - 2 CPD Points
  8. Time Management - 2 CPD Points
  9. Leadership and Influencing Skills - 2 CPD Points
  10. Emotional Intelligence and Human Behaviour - 5 CPD Points

CPD

45 CPD hours / points
Accredited by CPD Qualification Standards

Course media

Description

Curriculum

***Level 2 Financial Planning and Management Course***

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
  • 3h-Questions-About-Investing

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

Cashflow Management

  • Forecasting
  • What is Cashflow?
  • Planning and Management Part 01
  • Planning and Management Part 02
  • Where it can go Wrong
  • Personal Cashflow Analysis
  • Personal Cashflow Analysis my Numbers Story
  • Debt

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

How will I get my certificate?

At the end of the course there will be a written assignment test which you can take either during or after the course. After successfully completing the test you will be able to order your certificate, these are included in the price.

Who is this course for?

There is no experience or previous qualifications required for enrolment on this Level 2 Financial Planning and Management Course. It is available to all students, of all academic backgrounds.

Requirements

Our Level 2 Financial Planning and Management Course is fully compatible with PC’s, Mac’s, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible on tablets and smartphones so you can access your course on wifi, 3G or 4G.

There is no time limit for completing this course, it can be studied in your own time at your own pace.

Career path

Having these various CPD certificate will increase the value in your CV and open you up to multiple sectors such as Business & Management, Admin, Accountancy & Finance, Secretarial & PA, Teaching & Mentoring etc.

Questions and answers

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

Reviews

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FAQs

What does study method mean?

Study method describes the format in which the course will be delivered. At reed.co.uk 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 reed.co.uk, 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.