Personal Financial Management and Budgeting

1.5 CPD


Accreditation expiry date: 31/05/2024

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.

Professional Body: FPI
Approval Number: FPI23045653

Once you have completed this course you will be able to:

  • understand the financial planning and financial management process.
  • understand the budgeting process for an individual client.

Who Should Register

  • Representative
  • Employee


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