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Financial Planning Course


Financial Planning Course Financial Planning Level 3 Course. Endorsed Certificate of Achievement.Additional CPD Accredited Certificate with 40 CPD points available without extra study. The course comes with easy to understand e-learning study materials. 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. This self-paced programme is available 24/7 providing you with the flexibility to train at the pace, location and time of your choosing. Accredited 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.

SKU: 197924 Category:


Accounting and finance_Finance_Financial analysis


Budget Planning Course (Level 3)

Course Syllabus

This course consists of the following units:

Module 1 – The Fundamentals of Finance

This module covers the following Topics:

  • Types of Costs
  • Generally Accepted Accounting Principles
  • The Basics of Budgeting
  • Budgeting Terms
  • Types of Budgets
  • The Budgeting Process
  • Budgeting Tips and Tricks
  • Plus More

Module 2 – Budget Planning Basics

This module covers the following Topics:

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

Module 3 – Monitoring and Managing Budgets

This module covers the following topics:

  • Understanding Ratio Analysis
  • Net and Gross Profit Margin
  • Return on Investment
  • Getting Your Budget Approved
  • Comparing Investment Opportunities
  • Plus More

Module 4 – Comparing Investment Opportunities

This module covers the following topics:

  • ISO 9001:2008
  • Directing the Peerless Data Corporation
  • Plus more

Course Benefits:

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

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:

  • Online course materials
  • Question papers
  • Additional Supporting Material
  • Useful Links

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.

Tutor Support

When you enrol on a course with CPD courses 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.