Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class

Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class

Learning Outcome

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
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