Undergraduate Certificate in Financial Planning and Analysis

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Overview

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Learning outcomes

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Course content

1

Introduction to Financial Planning

2

Financial Statement Analysis

3

Budgeting and Forecasting Techniques

4

Investment Fundamentals

5

Risk Management and Insurance Planning

6

Taxation Principles for Financial Planning

7

Retirement Planning Strategies

8

Estate Planning Essentials

9

Ethics in Financial Practice

10

Financial Analysis and Decision Making

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 Financial Planning and Analysis equips students with essential skills in financial management, analysis, and strategic decision-making.

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