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Financial Planning Course


Financial Planning Course Certificate of achievement in Financial Planning Course (Level 3). Additional CPD Accredited Certificate with 40 CPD points available with no extra study. The course comes with easy to understand e-learning study materials. Financial Planning Level 3 Course. Endorsed Certificate of Achievement. 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. Endorsed 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: 192967 Category:


Accounting and finance_Finance_Financial management


Budget Planning Course (Level 3)

Course Syllabus

This course consists of the following units:

Unit 1 – The Fundamentals of Finance

This unit covers the following key topics:

  • Basic Concepts
  • Generally Accepted Accounting Principles
  • Your Role in Company Finances
  • Governing Organizations
  • The Accounting Cycle
  • Overview of the Accounting Cycle
  • Plus more

Unit 2 – Budget Planning Basics

This unit covers the following key 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

Unit 3 – Monitoring and Managing Budgets

This unit covers the following key topics:

  • Crunching the Numbers
  • Getting Your Budget Approved
  • Plus more

Unit 4 – Comparing Investment Opportunities

This unit covers the following key topics:

  • Comparing Investment Opportunities
  • ISO 9001:2008
  • Directing the Peerless Data Corporation
  • Office Relocation
  • Reproduction Backlog
  • Improving Supervision
  • Job Enrichment
  • Staff Expansion
  • 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 Staff Training Solutions 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.