Personal Financial Management and Budgeting

2.5 CPD


Ensuring that you start your clients off on an early path to success in achieving their financial goals is crucial in building lasting relationships with them. This course provides information and tools for financial management and compiling a budget that can be used effectively with clients, or to improve your own personal financial management skills.


Focus Area
Once you have completed this module you will be able to:

  1. Demonstrate a basic understanding of the financial planning and financial management process.
  2. Demonstrate a basic understanding of the budgeting process for an individual client.

Who should register?
Financial planners, financial advisors, para-planners, business owners

CPD information
2.5 CPD points on completion of the course and successful pass of final assessment.
The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.


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