Personal Finance and Wealth Management Course with Certificate

Official British Certificate

Personal Finance and Wealth Management

$139 $99
4.6
.
1.9K Students

Achieve financial freedom with budgeting, debt elimination & wealth-building systems. Practical personal finance. Earn official accredited British Academy Personal Finance Certificate.

1.9K Graduates
With Certificate
No Test
Text, 31 Lessons
Placement Test CEFR A1–C2

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A1 B1 C2

Course Content

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  • Six-Step Financial Planning Process
  • Client Discovery and Goal Setting
  • Risk Tolerance and Time Horizon

  • Creating a Personal Cash Flow Statement
  • 50/30/20 Budgeting Rule and Zero-Based Budgeting
  • Tracking Expenses and Net Worth

  • Good Debt vs Bad Debt
  • Debt Snowball vs Avalanche Method
  • Credit Score and Credit Report Management

  • Building and Maintaining Emergency Fund
  • Life, Health and Income Protection Insurance

  • Investment Risk Pyramid and Diversification
  • Pound-Cost Averaging and Compound Growth
  • Stocks, Bonds, Funds and ETFs

  • State Pension vs Private Pensions
  • SIPP, Workplace Pension and Auto-Enrolment
  • Retirement Income Drawdown vs Annuity

  • Income Tax Bands and Allowances
  • ISA, VCT, EIS and Pension Tax Relief

  • Wills, Trusts and Power of Attorney
  • Inheritance Tax Planning and Gifting
  • Business Reliefs and Exemptions

  • Common Behavioural Biases in Money
  • Mental Accounting and Loss Aversion

  • Home, Health and Liability Insurance
  • Protecting Wealth from Divorce and Creditors

  • Family Office Structure and Services
  • Philanthropy and Charitable Giving Strategies

  • Complete Personal Financial Plan Project
  • Client Presentation and Review
  • Final Certification

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