Comprehensive UK Personal Finance Training

Comprehensive UK Personal Finance Training, available at $19.99, has an average rating of 4.75, with 239 lectures, based on 147 reviews, and has 6595 subscribers.

You will learn about Personal finance 101 from budgeting to investing Managing your finances Investments options available in the UK Managing your pensions and retirement planning Overview of the UK tax system & managing your taxes Government home buying schemes available in the UK Government backed childcare schemes Borrowing schemes and credit ratings Planning for after life Government pension scheme This course is ideal for individuals who are Beginner who wants to learn this life changing skill of managing finances or Anyone with prior personal finance experience who want to widen their knowledge or Expatriates coming to the UK so that they can learn the UK financial system or Young people who wants to set themselves up for future financial success It is particularly useful for Beginner who wants to learn this life changing skill of managing finances or Anyone with prior personal finance experience who want to widen their knowledge or Expatriates coming to the UK so that they can learn the UK financial system or Young people who wants to set themselves up for future financial success.

Enroll now: Comprehensive UK Personal Finance Training

Summary

Title: Comprehensive UK Personal Finance Training

Price: $19.99

Average Rating: 4.75

Number of Lectures: 239

Number of Published Lectures: 239

Number of Curriculum Items: 239

Number of Published Curriculum Objects: 239

Original Price: ￡19.99

Quality Status: approved

Status: Live

What You Will Learn

Personal finance 101 from budgeting to investing

Managing your finances

Investments options available in the UK

Managing your pensions and retirement planning

Overview of the UK tax system & managing your taxes

Government home buying schemes available in the UK

Government backed childcare schemes

Borrowing schemes and credit ratings

Planning for after life

Government pension scheme

Who Should Attend

Beginner who wants to learn this life changing skill of managing finances

Anyone with prior personal finance experience who want to widen their knowledge

Expatriates coming to the UK so that they can learn the UK financial system

Young people who wants to set themselves up for future financial success

Target Audiences

Beginner who wants to learn this life changing skill of managing finances

Anyone with prior personal finance experience who want to widen their knowledge

Expatriates coming to the UK so that they can learn the UK financial system

Young people who wants to set themselves up for future financial success

Welcome to the Comprehensive UK Personal Finance Training course. I believe this is the only comprehensive course covering personal finance in the UK. In this course you will learn everything you need to know about UK personal finance. I have avoided prescriptions that are normally seen on other materials since I understand every situation is different. In this course I will take you through the basics of personal finance and cover things in detail as they apply to the UK. This course is based on my wide UK financial services experience and my personal investing knowledge. I am sure once you have done the course you will be equipped to make your own financial decisions such as investing, pensions, retirement planning, estates planning, budgeting, managing borrowingsand many more other things.

I have used real life examples as they apply to the UK. I avoided making this course broad so that if you are in the UK you will derive the most value. I have also added some key things such as childcare schemes, home purchase schemes, a comprehensive overview of the UK tax system, how to protect yourself from fraud. I hope you will derive a lot of value from taking on this course.

Course Structure

I will start by giving you an introduction to investing, and various types of investment products, before moving to pension products. In pensions, I will explain to you the various types of pensions such as workplace, private, government and public sector pension schemes. I will show you how to hold the investments and how to manage them. In the next sections I will talk about investment strategies, debt management & credit ratings. Will the give you an overview of the UK tax systemand how to manage your taxes. Afterwards I will take you through the government schemes for home buying and childcare support. I have also included a section for Sharia Financing if it applies to you, or you would like to learn more about it. I have another section on protecting your wealth from fraud, then lastly I share with you some useful personal finance materials, books, magazines and podcasts.

LEARN – INVEST – BUILD WEALTH

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: IMPORTANT DISCLAIMER – PLEASE READ

Lecture 3: Course Animation Video

Lecture 4: Opening words & navigating the course

Chapter 2: Chapter 1 – Investing and Investment products

Lecture 1: Introduction

Lecture 2: Overview of section & why you need money

Lecture 3: Why should you invest?

Lecture 4: Time Value of Money Principle

Lecture 5: How does stock markets work?

Lecture 6: Understanding Present Values, Future Values & Opportunity costs

Lecture 7: EXAMPLE – Simple Calculation of Investment returns

Lecture 8: Relative Returns

Lecture 9: Stock Market Indices

Lecture 10: Different categories of investors

Lecture 11: Quick introduction to investment products

Lecture 12: 1. Cash Savings

Lecture 13: 2. Bonds – Government & Corporate bonds

Lecture 14: 3. Equities – Quick introduction

Lecture 15: 3. Equities – Grocery Example – Year 1

Lecture 16: 3. Equities – Grocery Example – Year 2

Lecture 17: 3. Equities – Grocery Example – Year 3

Lecture 18: 3. Equities – Grocery Example – Other Accounting Transactions

Lecture 19: 3. Equities – Grocery Example – Registering a company & listing

Lecture 20: 3. Equities – TESCO CASE STUDY – Introduction

Lecture 21: 3. Equities – Quantitative Analysis of companies

Lecture 22: 3. Equities – Qualitative Analysis of companies

Lecture 23: 3. Equities – Other Investment Considerations

Lecture 24: 3. Equities – Understanding company sectors

Lecture 25: 3. Equities – Understanding Corporate Events

Lecture 26: Investment Funds – Introduction

Lecture 27: 4. Investment Trusts – What is It?

Lecture 28: 4. Investment Trusts – LIVE EXAMPLE

Lecture 29: 4. Investment Trusts – Choosing a fund to invest

Lecture 30: 5. Unit Trusts

Lecture 31: 6. Open Ended Investment Companies (OEICs)

Lecture 32: 7. Exchange Traded Funds (ETFs)

Lecture 33: 8. Real Estate Investment Trusts (REITs)

Lecture 34: OTHER HIGH RISK ASSETS – Introduction

Lecture 35: HIGH RISK – Contract for Differences (CFDs)

Lecture 36: HIGH RISK – Spread Betting

Lecture 37: HIGH RISK – Foreign Currency (FX) Trading

Lecture 38: HIGH RISK – Commodities

Lecture 39: HIGH RISK – (PLEASE AVOID) – Binary Options

Lecture 40: HIGH RISK – Cryptocurrencies

Lecture 41: How the FCA & BoE Ensures your assets are safe

Lecture 42: Financial Services Compensation Scheme (FSCS)

Lecture 43: Resolving Issues with your provider

Lecture 44: INVESTMENT TIPS & INSPIRATION

Lecture 45: Last words

Chapter 3: Chapter 2 – Pensions

Lecture 1: Introduction to section

Lecture 2: What is a pensions?

Lecture 3: Workplace Pensions – Defined Benefit pension schemes

Lecture 4: Workplace Pensions – Introduction

Lecture 5: Workplace Pensions – In practise

Lecture 6: Workplace Pensions – Important Things to Do

Lecture 7: Workplace Pensions – Changing Employers

Lecture 8: Personal Pensions – SIPP – Self Invested Pension Plans

Lecture 9: GPP & Small administered pension schemes

Lecture 10: Pension Tax reliefs & Allowances

Lecture 11: Taking your pension – SIPP & Occupational Pensions Only

Lecture 12: Public Sector Pension Schemes

Lecture 13: State Pension Schemes

Lecture 14: Planning for your retirement

Lecture 15: Where to Get FREE HELP on Pensions

Lecture 16: Mini – Frequently Asked Questions on Pensions

Lecture 17: Investment Account Opening Illustration

Lecture 18: Last words

Chapter 4: Chapter 3 – Investment Wrappers

Lecture 1: Introduction to tax and non-tax wrappers

Lecture 2: Overview of 4 Individual Savings Accounts (ISAs)

Lecture 3: Cash ISAs

Lecture 4: Stocks and shares ISA

Lecture 5: Lifetime Individual Savings Account (LISA)

Lecture 6: Innovative Finance ISA

Lecture 7: General Investment Account (GIA)

Lecture 8: Self Invested Pension Plan (SIPP)

Lecture 9: Junior ISA

Lecture 10: Simple Investment Options – Robo-advisors

Lecture 11: Simple Investment Options – Pre-made Investment Models

Lecture 12: Important Considerations when choosing an investment provider

Lecture 13: Transferring ISAs, JISAs, LISAs & SIPPs between providers

Lecture 14: What happens to wrappers when you move abroad

Lecture 15: What happens to ISAs when you die

Lecture 16: Last words

Chapter 5: Chapter 4 – Investing in Gold

Lecture 1: Introduction on buying gold

Lecture 2: Overview of gold, advantages & disadvantages to owning gold

Lecture 3: How gold is measured

Lecture 4: How and where to buy gold

Lecture 5: Storing your gold

Lecture 6: Other indirect ways of holding physical gold

Lecture 7: Other alternative precious metals

Lecture 8: Last words

Chapter 6: Chapter 5 – Investment strategy and portfolio

Lecture 1: Introduction on portfolio and investment strategy

Lecture 2: What is investment strategy

Lecture 3: Choosing an investment strategy

Instructors

Terance Mwamuka
Chartered Accountant & Ex Big-4 Accountant

Rating Distribution

1 stars: 0 votes

2 stars: 0 votes

3 stars: 5 votes

4 stars: 9 votes

5 stars: 133 votes

Frequently Asked Questions

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