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Personal Financial Planning Course

What will I learn?

Improve your financial skills with our Personal Financial Planning Course, designed for finance professionals looking to boost their abilities. Get stuck into budgeting, managing your money, and setting targets for your finances. Become good at tax planning, understanding investments, and the important things for planning your retirement. Learn about education savings schemes, how to handle debt properly, and understanding insurance and managing risks. This short, good-quality course gives you the useful knowledge to do well in personal finance.

Apoia's Unique Features

Online course with lifetime access
Certificate aligned with educational standards
Printable PDF summaries
Online support always available
Select and arrange the chapters you wish to study
Customize your course workload
Instant feedback on practical activities
Study anytime, no internet connection required

Develop skills

Enhance the growth of the practical skills listed below

Become a master at budgeting to use your money in the best way possible.

Understand tax bands and make the most of tax-saving options.

Develop retirement plans for a safe and secure future.

Use investment diversification to reduce risks.

Manage debt well with clever ways to pay it back.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can modify the chapters and the workload.

  • Select which chapter to commence with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can include

You’ll be able to generate additional chapters similar to the examples below

This is a free course focused on personal and professional growth. It does not equate to a technical, undergraduate, or postgraduate qualification, but offers practical and relevant knowledge for your professional journey.