Undergraduate Certificate in Personal Finance and Wealth Management

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Overview

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Learning outcomes

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Course content

1

Introduction to Personal Finance

2

Investment Fundamentals

3

Budgeting and Financial Planning

4

Retirement and Estate Planning

5

Behavioral Finance and Wealth Management

6

Introduction to Personal Finance

7

Budgeting and Financial Planning

8

Investment Fundamentals

9

Risk Management and Insurance

10

Retirement Planning Strategies

11

Taxation and Personal Wealth

12

Real Estate Investment Principles

13

Understanding Credit and Debt

14

Financial Markets and Institutions

15

Ethics in Financial Advisory

16

Introduction to Personal Finance

17

Budgeting and Financial Planning

18

Investing for Beginners

19

Retirement Planning

20

Estate Planning

21

Insurance Fundamentals

22

Taxation Basics

23

Debt Management Strategies

24

Understanding Credit Scores

25

Managing Financial Risk.

26

Personal Financial Planning

27

Investment Strategies

28

Retirement Planning

29

Insurance and Risk Management

30

Tax Strategies

31

Estate Planning

32

Credit Management

33

Budgeting and Saving

34

Behavioral Finance

35

Wealth Management Strategies

Duration

The programme is available in two duration modes:
Fast track - 1 month
Standard mode - 2 months

Course fee

The fee for the programme is as follows:
Fast track - 1 month: GBP £140
Standard mode - 2 months: GBP £90

Career Path

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Key facts

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Why this course

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Frequently asked questions

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The Undergraduate Certificate in Personal Finance and Wealth Management equips students with essential skills for effective financial planning and investment management.

Showcase your achievement with a professional certificate upon successful course completion.