Home
/
Finance, Accounting and Investment
/
Personal Finance and Wealth Management

Course with Certificate

Official British Certificate – Limited Offer

Personal Finance and Wealth Management

~~$255~~ $85

4.6

93K Students

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

93K Graduates

With Certificate

No Test

Text, 31 Lessons

Course Content

Expand All

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

Personal Finance and Wealth Management

Course Content

Programs / Courses

Financial Accounting

Financial Analysis

Financial Planning and Investment

Financial Risk Management

Trading and Investment in Stocks and Currencies

Financial Concepts

Investment Basics

Personal Finance and Wealth Management

Course Content

Personal Financial Planning Process

Budgeting and Cash Flow Management

Debt Management and Credit

Emergency Funds and Insurance

Investment Planning Basics

Retirement Planning and Pensions

Tax Planning Strategies

Estate Planning and Inheritance

Behavioural Finance and Decision Making

Wealth Protection and Risk Management

Family Office and High-Net-Worth Strategies

Personal Wealth Plan Final Project

Programs / Courses

Financial Accounting

Financial Analysis

Financial Planning and Investment

Financial Risk Management

Trading and Investment in Stocks and Currencies

Financial Concepts

Investment Basics