Overview
Be a step closer to becoming a finance expert and climb the career ladder with the Level 2 Financial Planning and Management Course.
In this Level 2 Financial Planning and Management Course you will gain the fundamental knowledge needed to develop professional financial planning and managing skills.
All thriving businesses need a finance expert. With training from this course, you will be more than capable of delivering quality financial advice and be equipped with the core skills to get ahead in this sector. It will not only help in your career, but also your personal management of money.
How will I get my certificate?
You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate.
Who is this course for?
There is no experience or previous qualifications required for enrolment on this Level 2 Financial Planning and Management Course. It is available to all students, of all academic backgrounds.
Requirements
Our Level 2 Financial Planning and Management Course is fully compatible with PC’s, Mac’s, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible on tablets and smartphones so you can access your course on wifi, 3G or 4G.
There is no time limit for completing this course, it can be studied in your own time at your own pace.
Career path
Having these various qualifications will increase the value in your CV and open you up to multiple sectors such as Business & Management , Admin, Accountancy & Finance, Secretarial & PA, Teaching & Mentoring etc.
Course Curriculum
- 7 sections
- 40 lectures
- 6 hours, 18 minutes total length
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Calculating Your Net Worth 00:01:00 -
Calculating Your Real Hourly Wage 00:02:00
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Expenses for Life Energy 00:02:00
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Calculating a Monthly Budgeting 00:05:00
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Paying Off Debt 00:02:00
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Build an Emergency Fund 00:02:00
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Personal Savings 00:04:00
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401K Basics 00:03:00
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Asset Allocation 00:04:00
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Investment Strategies 00:02:00
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Advice on Financial Advisors 00:06:00
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3h-Questions-About-Investing 00:15:00
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FICO Score 00:09:00
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Starting Credit 00:03:00
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Increasing Credit Score 00:02:00
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Owning vs. Renting 00:02:00
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Types of Mortages 00:03:00
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Advice to Teenagers 00:04:00
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Guide to Buying a Car 00:05:00
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Forecasting 00:20:00
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What is Cashflow? 00:20:00
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Planning and Management Part 01 00:10:00
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Planning and Management Part 02 00:12:00
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Where it can go Wrong 00:09:00
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Personal Cashflow Analysis 00:05:00
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Personal Cashflow Analysis my Numbers Story 00:06:00
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Debt 00:10:00
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Finance Jeopardy 00:15:00
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The Fundamentals of Finance 00:15:00
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The Basics of Budgeting 00:15:00
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Parts of a Budget 00:15:00
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The Budgeting Process 00:30:00
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Budgeting Tips and Tricks 00:15:00
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Monitoring and Managing Budgets 00:15:00
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Crunching the Numbers 00:15:00
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Getting Your Budget Approved 00:15:00
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Comparing Investment Opportunities 00:15:00
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ISO 9001:2008 00:15:00
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Directing the Peerless Data Corporation 00:30:00
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Claim Your Certificate
Frequently Bought Together
4.8 course rating - 5 reviews
Private
This course includes:
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Duration:6 hours, 18 minutes
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Access:1 year access
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Units:40
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Level:
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CPD Points:10
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Certificate:Yes
