Personal Financial Management & Wellness - Jobs and Recruitment on, the UK's #1 job site

Personal Financial Management & Wellness


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 “Financial 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.

SKU: 285414 Category:


Accounting and finance_Finance_Financial management


Course Curriculum

We’ve taken this comprehensive Personal Financial Wellness: Managing Cash Flow 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 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 assess your learning, you have to participate in an automated multiple-choice question exam. You have to score at least 60% to pass the exam and to qualify for CPD accredited certificates. After passing the exam, you will be able to apply for a certificate.

To enhance your knowledge regarding the course and to further assess your learning, you are advised to complete the assignment questions provided at the end of the course, which you can complete anytime you wish.

After submitting the assignment, our expert tutor will assess your assignment and will give you feedback on your performance.


After completing the MCQ assessment, you will qualify for the CPD Certificate from One Education, as proof of your continued professional development. Certification is available in PDF format, for £9, or a hard copy can be sent to you via post, for just £15.