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020 3900 4072

This course is a step by step guide to create your personal finance tracker. By the end of this course, you will have created a powerful tool to manage your finances each month, which will provide you 100% clarity on how much you spent, including the invisible costs that most people don’t consider, and will also enable you to know what your bottom line figure is: the range of money you have the opportunity to save each month!

By registering to this training you will get your individual copy of the personal-finance tracker called the “Finance Compass” and the videos will guide you on how to use it. It makes it simple, easy, and straightforward for you.

In addition to your own downloadable version of the Finance Compass, which is a powerful financial tracker, this course includes 2 sets of videos:

  • A first set of videos introducing the fundamental principles of successful financial management
  • A second set of videos that are recordings from the Finance Compass to help you understand how to use it. An interactive manual!

What you’ll learn

  • Create your personal finance tracker
  • Gain a clear and detailed view on how much they spend each month
  • Discover their bottom-line figure: the amount of money they can save each month
  • Create a savings plan for the year and forecast how much money they will be able to accumulate

Requirements

  • Nothing special! Every thing is explained within the course

Who this course is for:

  • Anyone who wants to gain better control over their finances
  • Anyone who feels some sort of discomfort when it comes to managing their finances
  • Anyone who things that budget management is difficult
  • Anyone who is looking for an easy to use tool to manage their finances

Course Curriculum

Financial management principles
Introducing your finance compass FREE 00:02:00
Visibility = Power 00:04:00
STEP 1 – Adding your monthly expenses 00:01:00
STEP 2 – Adding your invisible costs 00:02:00
STEP 3 – Adding your revenues 00:01:00
STEP 4 – Your bottom line figure 00:02:00
STEP 5 – Your monthly review process 00:02:00
Conclusion 00:02:00
BONUS: guided videos on your Finance Compass
DEMO 1 – Monthly expenses 00:02:00
DEMO 2 – Invisible costs 00:02:00
DEMO 3 – Revenues 00:01:00
DEMO 4 – Bottom line figure 00:02:00
DEMO 5 – Monthly reviews 00:04:00
DEMO 6 – BONUS: Savings plan 00:05:00

FAQs

This course is for anyone who's interested in this topic and wants to learn more about it. This course will also help you gain potential professional skills.

No prior qualifications are needed to take this course.

You can study this course from wherever and whenever you want. You can study at your own pace and from any device. Just log in to your account from any device and start learning!

Yes, there is a test at the end of the course. Once you’ve completed all the modules of the course, you will have to give a multiple-choice test. The questions will be based on the topics of the modules you studied. And of course, you can take the test at any time, from any device and from anywhere you want.

Don’t worry if you fail the test, you can retake it as many times as you want.

We make the payment process easy for you. You can either use your Visa, MasterCard, American Express, Solo cards or PayPal account to pay for the online course. We use the latest SSL encryption for all transactions, so your order is safe and secure.

You don’t have to wait a minute after your payment has been received, you can begin immediately. You will create your login details during the checkout process and we will also send you an email confirming your login details.

After you complete the course, you’ll immediately receive a free printable PDF certificate.  Hard Copy certificate is also available, and you can get one for just £9! You may have to wait for 3 to 9 days to get the hard copy certificate.

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iStudy is a brand of Adams Academy Inc. Ltd. Company Number 10647280, England and Wales, VAT No. GB-267018794

11 Floor, 15 St Botolph Street, London EC3A 7BB
020 3900 4072
hello@istudy.org.uk

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