Personal Banking, Finance & Budgeting Course

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About Course

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. Then you will also be able to learn about the basics of banking from checking accounts to the importance of saving and find out more about investment choices. The primary goal of this course is to free yourself and your family from money problems and lead a happy life without worrying about your finances. You will be able to understand the basics of credit, bank fees and fix your credit status.

Assessment: 

  • At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful.
  • Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam.

Certification:

  • After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at a cost of USD51.36 or in PDF format at a cost of USD31.61.
  • PDF certificate’s turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days.
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Course Content

Budgets and Money Management

  • Finance Jeopardy
    00:00
  • The Fundamentals of Finance
    00:00
  • The Basics of Budgeting
    00:00
  • Parts of a Budget
    00:00
  • The Budgeting Process
    00:00
  • Budgeting Tips and Tricks
    00:00
  • Monitoring and Managing Budgets
    00:00
  • Crunching the Numbers
    00:00
  • Getting Your Budget Approved
    00:00
  • Comparing Investment Opportunities
    00:00
  • ISO 9001:2008
    00:00
  • Directing the Peerless Data Corporation
    00:00

Personal Banking and Finance

Mock Exam

Final Exam

Certificate and Transcript