Personal Financial Management and Budgeting online course
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:
- Demonstrate a basic understanding of the financial planning and financial management process.
- Demonstrate a basic understanding of the budgeting process for an individual client.
Who should register?
Financial planners, financial advisors, para-planners, business owners.
Online course details
Online course registration
Enrolments will be processed from Monday to Friday.
The delegate will be linked to online access on MyMBSE, after payment is made and the registration and enrolment is finalised by Moonstone Business School. Three business days should be allowed for this process to be completed initially.
Once successfully enrolled, all course materials and assessments become available.
The delegate will have access to their online course for 3 months from date of access, and will be able to work through the course and complete assessments during this period.
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