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Personal Financial Management & Wellness

IAO Accredited | Tutor Support | Study Materials & Assessment Included


One Education

Summary

Price
Save 96%
£14 inc VAT (was £425)
Offer ends 26 July 2021
Study method
Online, self-paced
Duration
3 hours
Access to content
12 months
Qualification
No formal qualification
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

14 students purchased this course

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Overview

Become a self-sufficient financial expert and learn how to use your money to its full potential. Life is never certain, but with the help of our Personal Financial Management & Wellness course, your future and security will be assured. By making your cash flow work for you, you can achieve a state of contentment and mental wellbeing in these sometimes-uncertain times. Ensure that you become skilled at handling the cash flow that you worked hard for, by allowing us to help you. Let us provide you with the expert knowledge and training from approved specialists, and you’ll understand any cash flow problems that may occur. You’ll finally be able to deal with any monetary crises that life can throw at you. This “Financial Wellness” course will introduce you to the proven methods of financial management, making it easy for you to understand how to control your money, and how to tackle unexpected issues that may occur. This comprehensive guide is suited to absolutely anybody who has financial responsibilities, whether it is personal or business-related.

Dedicated tutor support and 24/7 customer support are available to all students with this premium quality Personal Financial Management & Wellness course. Get the help you require and the answers to all your queries throughout the comprehensive syllabus of this Personal Financial Management & Wellness course.

This premium online course titled Personal Financial Management & Wellness ensures your professional development with IAO accreditation. You’ll have the privilege of learning in your own time, at your own pace and earning an accredited certification.

With this Personal Financial Management & Wellness programme, success becomes a lot easier that enables you to monetise your skills. This Personal Financial Management & Wellness course is designed for both part-time and full-time students and can be completed at a pace that suits your learning style.

This Personal Financial Management & Wellness course is developed by industry experts and is packed with several insightful modules to give you a proper understanding of Personal Financial Management & Wellness and allow you to accelerate your career.

Why People Love And Enrol The Personal Financial Management & Wellness Course From One Education

  • Eligibility for an IAO-accredited certificate on successful completion of Personal Financial Management & Wellness Course
  • Learning materials of our Personal Financial Management & Wellness course contains engaging voiceover and visual elements for your comfort
  • Freedom to study at your own pace
  • 24/7 access to the Personal Financial Management & Wellness course materials for 12 months
  • Full Tutor support on weekdays (Monday – Friday)

Course media

Description

Course Curriculum

We’ve taken this comprehensive Personal Financial Management & Wellness course and broken it down into 10 manageable units which we believe will assist you to easily grasp each concept – from the fundamental to the most advanced aspects of this skills. It really is a sure pathway to success.

This Personal Financial Management & Wellness course is designed with the following modules:

Module 01: Introduction to Personal Cash Flow

  • Defining Financial Wellbeing
  • Measures to Focus Towards Financial Wellbeing
  • Personal Cash Flow
  • Cash Flow and Cash
  • Importance of Personal Cash Flow
  • Reducing Expense Sources

Module 02: Understanding the Importance of Personal Finance

  • The Functions of Money
  • Summary

Module 03: Accounting and Personal Finances

  • The Accounting Vice
  • Individuals as Borrowers
  • Individuals as Savers

Module 04: Cash Flow Planning

  • Introduction toCash Flow Planning
  • Goals of Cash Flow Planning

Module 05: Understanding Personal Money Management

  • Managing Your Money
  • Understanding Financial Emotions
  • Pay Off Debt
  • Getting Insured

Module 06: Borrowing, Credit and Debt

  • Good and Bad Debt
  • Dealing with Debt
  • Your Credit History

Module 07: Managing Personal Insurance

  • Buying Insurance
  • Health Insurance
  • Life Insurance

Module 08: Understanding Tax and Financial Strategies

  • Tax System
  • Direct and Indirect Taxes
  • Personal Tax Essentials

Module 09: Designing a Personal Budget

  • Budget
  • Importance of a Budget
  • Keys to Effective Budgeting

Module 10: Money and Mental Health

  • Managing Anxiety
  • Share your Worries

Method of Assessment

To successfully complete the Personal Financial Management & Wellness course, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above in order to pass. After successfully passing the Personal Financial Management & Wellness course exam, you will be able to apply for the IAO-accredited certificate.

Certification

Once you have finished the Personal Financial Management & Wellness course, you will be eligible to apply for the IAO-accredited certificate as proof of your new skills and your continued professional development. Certificates are available as a PDF for £9, or you can request a hard copy to be sent in the post for £15.

Who is this course for?

This Personal Financial Management & Wellness course is totally suitable for anybody who has full financial responsibility for themselves or for others. Whether you already work in a profession that is associated with money or just starting to manage your personal savings, you will gain valuable insights that can be put immediately to use.

Requirements

There are no specific prerequisites to enrol in this Personal Financial Management & Wellness. Anyone and everyone can take this course.

The Personal Financial Management & Wellness is fully accessible from any internet-enabled smart device. So, you can study from the comfort of your home!

All you need is a passion for learning, literacy, and to be over the age of 16.

Career path

The Personal Financial Management & Wellness course is designed to give an overall view of managing financial wellness, and as such is designed for anybody that has a regular income, or wants to become skilled in handling budget strategies. This would include:

  • Accountancy staff
  • Financial specialists
  • Self-employed workers and contractors
  • Human resources
  • Trainees and apprentices
  • Money handlers

Questions and answers

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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.