Personal Finance Planning - Level 3

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Overview How do you handle your finances? Do you have control over your money, or are you simply reacting and …


How do you handle your finances? Do you have control over your money, or are you simply reacting and managing things on the go?

If you want to make the most out of your money, you’ll need to take a proactive approach to money management. This course covers some specific things that you can do to Personal Finance Planning, and ultimately learn how to Create an Intentional Plan to Sustain Your Desired Lifestyle.

You will learn:

  • How to become aware of your current situation
  • How to create a detailed budget.
  • How to integrate extra expenses like Christmas, vacation, retirement.
  • How to organize your financial life
  • How to organize your finances with your partner
  • How to understand your cashflow
  • How to compare options so that you can make confident decisions
  • How to create healthier habits around money

Why You Should Consider Taking this Course at Study365?

Study365 is a leading online provider for several accrediting bodies, and provides learners the opportunity to take this accredited iAP course.  At Study365, we give our fullest attention to our learners’ needs and ensure they have the necessary information required to proceed with the training. 

Learners who register will be given excellent learning support, discounts for future purchases and be eligible for a TOTUM Discount card and Student ID card with amazing offers and access to retail stores, the library, cinemas, gym memberships and their favourite restaurants. 

  • About the Tutor
  • Learning Outcomes
  • Who is this Course for?
  • Entry Requirements
  • Method of Assessment
  • Certification
  • Awarding Body
  • Career Path & Progression

KW Professional Organisers are made up of a duo, Samantha and Emilio who are husband and wife. Since 2012, their goal has been to help transform the lives of people through organising and decluttering. They enable individuals to create more space, time and better energy through proven strategies. Samantha and Emilio have travelled the world extensively and hope to guide individuals to lead happier and more meaningful lives. They want to share their knowledge of how to eliminate frustrations and create the time to do the things you love to do. They have delivered over 100 live events to date, including workshops, documentary screenings and TV segments.  They are both trained in mental health.

  • How to create an intentional budget.
  • How to track your expenses manually and digitally
  • Understand your relationship with money
  • How to automate your financial life
  • People who want to have a crystal-clear understanding of their finances
  • People who want to break free from the living pay cheque to pay cheque cycle.
  • People who want to enjoy financial freedom
  • Willing to dive into your personal finances
  • No tools are required.
  • An open mind to changing your current behavior and routines

This is a knowledge-based course, and thus, will contain no method of assessment.

Upon the successful completion of the course, learners will be awarded an accredited Certificate of Completion for Personal Finance Planning - Level 3 by iAP.

The International Awards for Professionals (iAP) is an awarding body established in 1999 that aims to promote a high educational standard. They hope to create online education that is trustworthy and credible. They are focused on raising the standards of online education, and ensuring it is accessible to all. The iAP provides accreditation for a range of educational establishments, and monitors and continually develops the educational standards of such institutions. Their globally recognised certifications give learners the opportunity to acquire the skills and knowledge needed to gain employment in the chosen fields. 

This course is extremely valuable for individuals who want to learn how to manage their money but is equally valuable for individuals whose job roles include budgeting or money allocations.


Course Curriculum

1. Taking Full Control Of Your Finances - Level 3- Introduction
1.1. Taking full control of your finances – level 3- introduction FREE 00:03:00
1.2. Why are you doing this course FREE 00:04:00
2. How To Download And Use The Template
2.1. How to download and use the template FREE 00:02:00
3. Becoming Aware Of Your Current Situation
3.1. Becoming aware of your current situation 00:21:00
4. Creating A Zero-Based Budget
4.1. Creating a zero-based budget 00:18:00
5. Comparing Options
5.1. Comparing options 00:07:00
6. Creating Specific Budgets
6.1. Creating specific budgets 00:09:00
7. Calculating Your Net Worth
7.1. Calculating your net worth 00:04:00
8. Cash Flow
8.1. Cash flow 00:08:00
9. How To Get Rid Of Debt
9.1. How to get rid of debt 00:12:00
10. Investing And Compound Interest
10.1. Investing and compound interest 00:08:00
11. How To Track Your Expenses With Paper Receipts
11.1. How to track your expenses with paper receipts 00:08:00
12. Tracking Your Expenses Digitally
12.1. Tracking your expenses digitally 00:05:00
13. The Envelope System
13.1. The envelope system 00:06:00
14. Emergency Fund
14.1. Emergency fund 00:05:00
15. How To Organize Your Financial Life
15.1. How to organize your financial life 00:05:00
16. How To Organize Your Finances With Your Partner
16.1. How to organize your finances with your partner 00:07:00
17. How To Find Help To Invest - Final Video
17.1. How to find help to invest – final video 00:04:00
Completion Certificate Request
Completion Certificate Request

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