Course Aim and Purpose
This personal financial management course is aimed at helping you develop money management skills for your personal and professional lives. The course gives participants foundational knowledge and provides practical tools for managing personal finances.
Topics covered in this course include, personal financial planning process, risk management and insurance, estate planning, retirement planning, investment planning and types of personal investments.
This is a great course for people who want to learn how to manage their personal finances. No previous financial education is needed for this course. All explanations are detailed enough that even the most beginner learner can understand.
This short course is free to enrol and complete. An end of course assignment review feedback report is issued on successfully completion of this course and submission of the end of course assignment. Should you require a certificate, you can request for one at a cost of $5.99 for a digital certificate in PDF format and $18.99 for a physical version hard copy certificate.
The officially branded and security-marked Watsan Training Certificate is a great way to share your achievement with the world. It is also ideal for sharing with potential employers and an indication of your commitment to continuously learn, upskill and achieve high results.
Take the course for free and decide whether or not you’ll choose to pay for a certificate.
On successful completion of this course, you will be able to:-
- Explain the financial planning process as it applies to individuals.
- Apply the financial planning process as it relates to individuals.
- Undertake appropriate financial calculations related to personal financial planning.
- Display knowledge of relevant legislation and/or regulations.
- Advise on financial management for individuals relating to, inter alia, insurance, estate planning, trusts, retirement planning and investment planning.
The Personal Financial Planning Course requires completion of:
Lesson 1: The Personal Financial Planning Process
Lesson 2: Personal Financial Statements
Lesson 3: Risk Management and Insurance
Lesson 4: Estate Planning
Lesson 5: Retirement Planning
Lesson 6: Investment Planning
Lesson 7: Investment Criteria
Lesson 8: Types of Personal Investments