Are you looking to solve your personal banking issue? Having trouble with finance and budgeting? Then look no further as this course will get rid of your worries.

To get an overview, Personal bankers are sometimes referred to as securities, commodities, and financial services sales agents. They are responsible for performing banking duties and overseeing the financial activities for personal accounts. Finance and Budgeting is a plan including a budgeted balance sheet, which shows the effects of planned operations and capital investments on assets, liabilities, and equities. It also includes a cash budget, which forecasts the flow of cash and other funds in the business.

In this course, you will get tips and tools to create a budget that is suitable for your lifestyle, and you will know how to stick to it so that you can reach your financial goals. You will be able to understand the basics of credit, bank fees and fix your credit status.

Why Should You Choose Finance & Budgeting Level 2

  • Internationally recognised accredited qualification
  • 1 year accessibility to the course
  • Free e-Certificate
  • Instant certificate validation facility
  • Properly curated course with comprehensive syllabus
  • Full-time tutor support on working days (Monday – Friday)
  • Efficient exam system, assessment and instant results
  • Access to the course content on mobile, tablet or desktop from anywhere anytime
  • Eligible for **Student ID** card which gives you 1000’s of discounts from biggest companies.

Career path

This course opens a new door for you to enter the relevant job market and also gives you the opportunity to acquire extensive knowledge along with required skills to become successful in no time. You will be able to stand out in the crowd after completing this course. You will also be able to add our qualifications to your Resume and make yourself worthy in the competitive job industry.


Who is this course for?

There is no experience or previous qualifications required for enrolment on this course. It is available to all students of all academic backgrounds.

Is this course accredited?

Yes, this course is accredited by CiQ and CPD Qualification Standards.

If I take the course, how will I be assessed?

Once you complete all the lessons/units, you are required to sit an exam which is multiple-choice. Pass mark is 60%.

Does this course include exams?

Yes, this course includes exams.

How can I achieve my certificate?

Once you successfully pass your exam you can obtain your certificate of achievement either in PDF or hard copy format, or both, for an additional fee.  Certificates are also available as e-certificates.

Is there any charge for certification?

Yes, there is an additional charge for the certification service.  Certificates are £4 each for PDFs and £8 each for hard copies. If both PDF and hard copy certificates are ordered at the same time, the cost is £10. E-certificates are available from your learning portal completely free of charge.

Can anyone validate my certificate through your website?

Yes, there is a unique code issued for every certificate and anyone can validate your certificate by using this code through our website.

Are there any prerequisites for the course?

There are no prerequisites for this course and it is open to everyone.

How long until I receive the course confirmation details?

Once you purchase a course your account will be set up within 48 hours and you will receive an email with your account details.

For how long do I have access to the course?

You will have access to the course for one year following purchase.

What support do you offer?

We provide 24 hours live chat support and our customer service team is available during working hours to answer your phone calls.

Course Curriculum

  • Finance
  • Financing Basics
  • 01:00:00
  • Record Your Income
  • 01:00:00
  • Make a List of Expenses First and Put Them in Categories
  • 01:00:00
  • Countdown & Adjust
  • 01:00:00
  • Review Regularly
  • 01:00:00
  • Budgets and Money Management
  • Finance Jeopardy
  • 00:15:00
  • The Fundamentals of Finance
  • 00:15:00
  • The Basics of Budgeting
  • 00:15:00
  • Parts of a Budget
  • 00:15:00
  • The Budgeting Process
  • 00:30:00
  • Budgeting Tips and Tricks
  • 00:15:00
  • Monitoring and Managing Budgets
  • 00:15:00
  • Crunching the Numbers
  • 00:15:00
  • Getting Your Budget Approved
  • 00:15:00
  • Comparing Investment Opportunities
  • 00:15:00
  • ISO 9001:2008
  • 00:15:00
  • Directing the Peerless Data Corporation
  • 00:30:00
  • Mock Exam
  • Mock Exam- Finance & Budgeting Course
  • 00:20:00
  • Final Exam
  • Final Exam- Finance & Budgeting Course
  • 00:20:00

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