Financial Planning and Management Course - Jobs and Recruitment on, the UK's #1 job site

Financial Planning and Management Course


This Financial Planning and Management Course will give insight and understanding on financial management, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers. Through the course, you will gain practical knowledge in the areas of financial planning, insurance, risk management, taxation, investments and portfolio, superannuation and estate planning. Gain the knowledge to become a qualified professional financial planner. You will develop the skills to determine a client’s financial needs and objectives, and to create a customized investment and savings plan to help the client achieve those goals. Benefits of studying the Financial Planning and Management Course with Janets include Earn a free e-certificate upon successful completion. Accessible, informative modules taught by expert instructors Study in your own time, at your own pace, through your computer tablet or mobile device Benefit from instant feedback through mock exams and multiple-choice assessments Get 24/7 help or advice from our email and live chat teams

SKU: 239257 Category:


Accounting and finance_Finance_Financial analysis


Course Design

The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.

You are taught through a combination of

  • Video lessons
  • Online study materials
  • Mock exams
  • Multiple-choice assessment

************************** Course Modules **************************

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 Management9
  • Planning Part 2
  • 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


Upon successful completion of the course, you will be able to obtain your course completion PDF certificate free of cost. Print copy by post is also available at an additional cost of £9.99.