Financial Wellness - Personal Money Management

(4 students)
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This course includes:

  • list-favs56 minutes
  • list-favsCPD Accreditation
  • list-favs4 units
  • list-favsFull lifetime access
  • list-favsAccess on mobile and TV
  • list-favsCertificate of completion
publisher
course plublisher
Edu Smart

Learning Outcomes:

  • Comprehending the basics of personal money management
  • Learning about borrowing, credit, and debt management
  • Understanding tax and financial strategies
  • Devising strategies for managing money and mental health
  • Understanding the impact of financial decisions on mental and emotional well-being
  • Learning about investment and retirement planning
  • Developing a personalised financial plan

Course Overview

Financial wellness is an essential aspect of personal well-being. This course will provide you with the knowledge and strategies to achieve financial wellness through effective personal money management. The course covers the borrowing, credit, and debt management, tax and financial strategies, investment and retirement planning, and the impact of financial decisions on mental and emotional well-being.

The course is divided into four modules, each focusing on specific aspects of personal money management. The first module introduces the basics of personal money management, including budgeting, saving, and investing. The second module covers the borrowing, credit, and debt management, including credit scores, loans, and credit cards. The third module focuses on tax and financial strategies, including tax planning, insurance, and retirement planning. The fourth module covers the impact of financial decisions on mental and emotional well-being, including strategies for managing money and mental health.

Course Benefits:

This course is designed to provide you with an understanding of personal money management and its impact on mental and emotional well-being. By taking this course, you will develop the wisdom, methods and techniques to manage your finances effectively, including strategies for borrowing, credit, and debt management, tax and financial strategies, investment and retirement planning, and managing money and mental health.

In addition to developing your wisdom, methods and techniques, this course will also enhance your employability. Employers value candidates with a good understanding of personal money management as it demonstrates their ability to manage resources effectively. This course is suitable for anyone who wants to gain a better understanding of personal money management, including students, professionals, and anyone who wants to achieve financial wellness.

Career Path:

  • Financial Advisor: Provide financial advice and guidance to clients on investment, retirement, and estate planning.
  • Credit Counselor: Help individuals and families manage their debt and improve their financial situation through budgeting and debt management strategies.
  • Tax Specialist: Provide tax planning and preparation services to individuals and businesses, including strategies for reducing tax liability and maximising deductions.
  • Investment Banker: Advise clients on investment opportunities, mergers and acquisitions, and financial strategy.
  • Personal Finance Writer: Write articles and books on personal finance topics, including budgeting, saving, and investing.
  • Financial Educator: Develop and deliver financial education programs for individuals and groups, including workshops and training sessions.
  • Financial Analyst: Analyze financial data and provide insights and recommendations on financial performance and strategy.

Course content

  • video Understanding Personal Money Management
    00:12:00
  • video Borrowing, Credit and Debt
    00:11:00
  • video Understanding Tax and Financial Strategies
    00:25:00
  • video Money and Mental Health
    00:08:00
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About Course Publisher

Edu Smart
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Welcome to Edu Smart, an innovative e-learning course provider proudly part of Adams Academy, where education meets accessibility! At Edu Smart, we believe that high-quality education should be a right, not a privilege. That's why we offer a diverse range of online courses, absolutely free of charge, to learners worldwide. Join Edu Smart today and embark on a journey of learning that's as rewarding as it is enjoyable. Discover the joy of learning with us, where your educational aspirations meet limitless possibilities!