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Professional Personal Finance Course
One Education

Accredited by CPD QS | Interactive Lessons | Tutor Support included | Special Price

Summary

Price
£19 inc VAT
Study method
Online
Duration
1 hour · Self-paced
Access to content
12 months
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Certificate of completion - £9
  • Certificate of completion - £15
Additional info
  • Tutor is available to students

Overview

Take control of your finances and secure your future with our Professional Personal Finance Course! This comprehensive course is designed to equip you with the knowledge and skills you need to make informed financial decisions, build a solid budget, manage debt effectively, and plan for retirement. Whether you're just starting out in your career or looking to enhance your financial literacy, this course is perfect for you. With expert instruction, practical exercises, and real-world examples, you'll be able to take charge of your finances and achieve your financial goals with confidence.

In today's fast-paced world, financial security is more important than ever. Our Professional Personal Finance Course provides you with the tools and insights you need to manage your money effectively, make sound financial decisions, and build a bright future for yourself and your family. From budgeting basics to advanced investment strategies, this course covers everything you need to know to succeed in today's complex financial landscape. So why wait? Enrol today and start your journey towards financial freedom!

Learning Outcomes

  • Understand the key areas of personal finance, including net worth, expenses and income, and savings.
  • Learn how to manage personal expenses and create a budget.
  • Explore ways to increase your income and save for retirement.
  • Understand the importance of having an emergency fund and health insurance.
  • Learn how to use free budgeting software to manage your finances effectively.
  • Develop the skills and knowledge you need to make informed financial decisions and achieve your financial goals.

Certificates

Certificate of completion

Digital certificate - £9

You can apply for a CPD Accredited PDF Certificate at the cost of £9.

Certificate of completion

Hard copy certificate - £15

Hard copy can be sent to you via post at the expense of £15.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Course Curriculum:

Section 01: Introduction

  • Introduction

Section 02: Personal Finance

  • Personal Finance
  • Areas of Personal Finance
  • Net Worth
  • Net Worth – Example

Section 03: Personal Expenses and Income

  • Housing Expenses
  • Utility Expenses
  • Credit Debts
  • Food Expenses
  • Clothing Expenses
  • Gift Expenses
  • Travel Expenses
  • Extra Income – Part 1
  • Extra Income – Part 2

Section 04: Savings

  • Emergency Fund
  • Savings on Retirement
  • Health Insurance

Section 05: How to Manage Your Personal Finance Using Free Budgeting Software

  • Introduction to the Budgeting Software
  • Setting Up – Part 1
  • Setting Up – Part 2
  • Dashboard
  • Budget Analysis

How is the course assessed?

Upon completing an online module, you will immediately be given access to a specifically crafted MCQ test. For each test, the pass mark will be set to 60%.

Exam & Retakes:
It is to inform our learners that the initial exam for this online course is provided at no additional cost. In the event of needing a retake, a nominal fee of £9.99 will be applicable.

Certification
Upon successful completion of the assessment procedure, learners can obtain their certification by placing an order and remitting a fee of __ GBP. £9 for PDF Certificate and £15 for the Hardcopy Certificate within the UK ( An additional £10 postal charge will be applicable for international delivery).

Who is this course for?

The course is ideal for highly motivated individuals or teams who want to enhance their professional skills and efficiently skilled employees.

Requirements

There are no formal entry requirements for the course, with enrollment open to anyone!

Career path

You can pursue opportunities such as

  • Financial Advisor - £36,500 per year
  • Financial Analyst - £30,000 per year
  • Accountant - £32,000 per year
  • Budget Analyst - £29,000 per year
  • Credit Analyst - £28,000 per year
  • Investment Banker - £53,000 per year

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

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.