Personal Financial Planning Course
Improve your financial know-how with our Personal Financial Planning Course, tailored for finance professionals lookin' to boost their skills. Get stuck in to budgetin', cash flow management, and sortin' out your financial goals. Become a dab hand at tax strategies, investment principles, and the nitty-gritty of retirement planning. Learn the ropes of education savings plans, how to handle debt properly, and get your head around insurance and risk management. This short and sweet, top-notch course gives you the practical smarts to get ahead in personal finance.

from 4 to 360h flexible workload
certificate recognized by the MEC
What will I learn?
Improve your financial know-how with our Personal Financial Planning Course, tailored for finance professionals lookin' to boost their skills. Get stuck in to budgetin', cash flow management, and sortin' out your financial goals. Become a dab hand at tax strategies, investment principles, and the nitty-gritty of retirement planning. Learn the ropes of education savings plans, how to handle debt properly, and get your head around insurance and risk management. This short and sweet, top-notch course gives you the practical smarts to get ahead in personal finance.
Elevify advantages
Develop skills
- Get the hang of budgetin' to make the most of your finances.
- Figure out the tax bands and get the best out of tax-efficient accounts.
- Come up with retirement plans to make sure you're sorted down the line.
- Spread your investments around to keep the risks down.
- Deal with debt smartly using clever repayment tricks.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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