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Investment Banking, Finance Accounting, Personal Financial Management & Wellness
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100% Passing Rate | 3 Courses Bundle | CPD Certified | Free PDF Certificate | Free Exam | Lifetime Access

Summary

Price
£31 inc VAT
Study method
Online
Duration
10 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
30 CPD hours / points
CPD What's this?
Certificates
  • CPDQS Digital Certificate & Transcript Included for The Title Course Only - Free
  • CPD Certified Printed Hardcopy Certificate (Per Unit) - £8
Assessment details
  • MCQ/Assignment (included in price)
Additional info
  • Tutor is available to students
1 student purchased this course

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Overview

Financial decisions shape not only wealth but also peace of mind. Yet many face daily uncertainty, confused by investment terms, unsure how to manage money, or intimidated by accounting reports. This comprehensive course bundle—Investment Banking, Finance Accounting, Personal Financial Management & Wellness—offers a clear path forward. Learners will build the confidence to understand investment banking deals, interpret financial reports, and manage their personal finances wisely. This training addresses the key problem of financial confusion and poor money habits. In solving this, students gain the clarity to make sound decisions that benefit both their careers and personal wellbeing.

Whether you’re working in finance or simply want to improve your money management, this bundle supports your goals. You’ll explore real-world finance skills, like understanding IPOs and LBOs, assessing company valuations, or planning your household budget. You’ll also gain the tools to assess credit, reduce debt, and recognise the link between money and mental health. By building strong financial habits, you not only improve your financial health but also reduce long-term stress. These lessons are useful in the boardroom and at home, making this course bundle a well-rounded learning experience.

This Bundle consists the following career oriented courses:

  • ➥ Course 01: Investment Banking
  • ➥ Course 02: Banking and Finance Accounting
  • ➥ Course 03: Personal Financial Management & Wellness

Each course in the bundle includes a free final exam, PDF certificate, lifetime access, and offers a 100% passing rate. Designed for learners aiming to build a solid theoretical foundation in finance, this bundle offers flexibility, structure, and long-term value for those seeking comprehensive financial knowledge.

Key Features:

  • CPD Accredited course
  • Instant e-certificate available with bundle
  • Fully online, interactive course with audio voiceover
  • Self-paced course using smart devices, from anywhere in the world

Certificates

CPDQS Digital Certificate & Transcript Included for The Title Course Only

Digital certificate - Included

After studying the course materials, you will be able to take the MCQ test that will assess your knowledge. After successfully passing the test you will be able to claim One Digital Certificate & Transcript for the title course completely free of cost. The cost for additional digital certificates is £4.99 each.

CPD Certified Printed Hardcopy Certificate (Per Unit)

Hard copy certificate - £8

  • FREE UK Delivery
  • International Delivery +£ 10.00

The price for each Printed Hardcopy Transcript is £9.99.

  • FREE UK Delivery
  • International Delivery +£ 10.00

Student ID Card is included in the price, excluding shipping fees.

  • UK Delivery £4
  • International Standard +£ 8.00

Assessment details

MCQ/Assignment

Included in course price

CPD

30 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This Investment Banking, Finance Accounting, Personal Financial Management & Wellness bundle brings together three in-depth courses. Each one has been carefully designed to meet real-life financial challenges, whether you're dealing with corporate transactions or managing monthly expenses. The investment banking modules walk you through industry structures, mergers, IPOs, and ethics. Meanwhile, the finance accounting course covers balance sheets, financial ratios, and modelling, all key areas for anyone handling business decisions or career development in finance.

Alongside this, the personal finance course brings the subject closer to home. It explains how personal money habits affect long-term wellbeing and teaches key topics like credit, taxes, budgeting, and even financial stress. This makes the bundle highly relevant for professionals, students, and individuals alike. With lifetime access, a free certificate, and CPD accreditation, this is a smart learning package for anyone who wants a stronger relationship with money, both at work and in life.


Here are the curriculum of this courses

Course 01: Investment Banking

  • Module 01: Introduction to Investment Banking
  • Module 02: Structure and Side of Investment Banking
  • Module 03: Valuation Methods in Investment Banking
  • Module 04: Leveraged Buyout (LBO)
  • Module 05: Initial Public Offering (IPO)
  • Module 06: Merger and Acquisition
  • Module 07: Ethics in Investment Banking

Course 02: Banking and Finance Accounting

  • Section 01: Introduction and Welcome to the Course
  • Section 02: Introduction to Accounting
  • Section 03: Introduction to Financial Statements
  • Section 04: Understanding Working Capital
  • Section 05: Introduction to Financial Analysis
  • Section 06: Financial Analysis - Case Study and Assignment
  • Section 07: Financial Ratio Analysis in Corporate Finance
  • Section 08: Financial Modelling for Mergers and Acquisitions
  • Section 09: Course Summary and Wrap Up

Course 03: Personal Financial Management & Wellness

  • Module 01: Introduction to Personal Cash Flow
  • Module 02: Understanding the Importance of Personal Finance
  • Module 03: Accounting and Personal Finances
  • Module 04: Cash Flow Planning
  • Module 05: Understanding Personal Money Management
  • Module 06: Borrowing, Credit and Debt
  • Module 07: Managing Personal Insurance
  • Module 08: Understanding Tax and Financial Strategies
  • Module 09: Designing a Personal Budget
  • Module 10: Money and Mental Health

Who is this course for?

This Investment Banking, Finance Accounting, Personal Financial Management & Wellness bundle training is suitable for -

  • Students
  • Recent graduates
  • Job Seekers

Requirements

There is no formal qualification needed for this Investment Banking, Finance Accounting, Personal Financial Management & Wellness course.

Career path

This Investment Banking, Finance Accounting, Personal Financial Management & Wellness bundle is an excellent opportunity for you to learn multiple skills and explore various career opportunities.

Questions and answers

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Legal information

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.

FAQs

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

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 Courses, many of which can be completed online.

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.

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.
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