Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class
Master personal finance using Excel with practical, hands-on techniques. Learn budgeting, expense tracking, financial planning, and data analysis to manage money efficiently and make smarter financial decisions confidently.
Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class
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1 Year Access 
Intermediate
9 Students -
3 hours, 35 minutes
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Learning Outcome
- Learn about the importance of achievable goals and financial rules
- Discover how behavioural finance can affect your savings and investments
- Know how to perform accurate risk analysis on potential investments
- Gain the ability to document financial goal planning and details
- Explore the potential of credit loans and build expense plans
- Understand how to monitor your credit rating and keep it acceptable
Overview
Discover how to organise your money, avoid reckless spending, and invest wisely by taking this comprehensive course on Excel in personal finance (How to be effective in personal finance with a hands-on Excel Class). Microsoft’s benchmark platform and software can be a valuable aid for controlling your fiscal flow and keeping your savings supervised. With the help of this training and practical experience, you will gain confidence in your money-making abilities and know how to build profit without sustaining heavy losses.
This Personal Finance tutorial will enable you to surpass your own expectations for gaining money management and investment acumen skills. Across eleven online educational units, you can expect a wealth of expert tips and recommendations for budgeting, saving, and spending. With easy-to-understand techniques and hands-on demonstrations, you will be shown how to set Smart goals, create financial plans, organise loans, evaluate investments, and maintain an excellent credit rating. Don’t lose out on this opportunity and enrol now.
Course design
The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.
You are taught through a combination of
- Video lessons
- Online study materials
Will I receive a certificate of completion?
Upon successful completion, you will qualify for the UK and internationally-recognised CPD accredited certification. You can choose to make your achievement formal by obtaining your PDF Certificate at the cost of £9 and Hard Copy Certificate for £15.
Why study this course
It doesn’t matter if you are an aspiring professional or absolute beginner; this course will enhance your expertise and boost your CV with critical skills and an accredited certification attesting to your knowledge.
The Excel in personal finance – how to be effective in personal-finance – Hands on Excel Class is fully available to anyone, and no previous qualifications are needed to enrol. All One Education needs to know is that you are eager to learn and are over 16.
Course Curriculum
| Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class | |||
| Unit 1: Smart Goals | 00:31:00 | ||
| Unit 2: Rules of Personal Finance | 00:10:00 | ||
| Unit 3: Behavioural finance | 00:11:00 | ||
| Unit 4: Risk Profiling Asset Allocation | 00:11:00 | ||
| Unit 5: Foundations of Investments | 01:28:00 | ||
| Unit 6: Financial Planner | 00:05:00 | ||
| Unit 7: Specific Goal Planning | 00:23:00 | ||
| Unit 8: Credit Loan Facilities | 00:18:00 | ||
| Unit 9: Expense Planner | 00:05:00 | ||
| Unit 10: Credit Rating, Score and Report | 00:08:00 | ||
| Unit 11: Ten Pro Tips | 00:05:00 | ||
| Downloadable Resources | |||
| Resource – Excel in personal finance – how to be effective in personal-finance – Hands on Excel Class | 00:00:00 | ||
| Order Your Certificate | |||
| Order Your Certificate Now | 00:00:00 | ||
Hear What Our Learners Say About Us
With a team of industry professionals producing and delivering our course content, you can be sure the skills and knowledge you learn are applicable to your career aspirations, whether that’s in management, administration or beyond.
