Tailored Learning:
Financial Management – Entry Level
Where and when
- Dates: 16 January - 3 April 2025
- Time: Thursdays, 10am - 12pm
- Location: Ruskin College
About the course
Short courses may be free of charge. Please consult our tuition fee policy for further information.
Topics covered
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Topics covered
Week 1 - Introduction to Finance: Overview of financial principles and personal finance basics.
Week 2 - Basic Financial Terminology: Understanding terms like income, expenses, assets, liabilities, and net worth.
Week 3 - Budgeting Essentials: Creating and managing personal or small business budgets.
Week 4 - Introduction to Saving and Investments: Basic saving strategies and an overview of investment options.
Week 5 - Introduction to Financial Statements: Understanding simple income statements and balance sheets.
Week 6 - Basic Banking and Transactions: How to use banking tools like checks, online banking, and credit cards responsibly.
Week 7 - Interest and Loans: Understanding simple and compound interest, and basics of loans and repayments.
Week 8 - Introduction to Taxes: Understanding basic tax concepts like income tax and VAT.
Week 9 - Financial Planning Basics: Setting financial goals and creating a simple financial plan.
Week 10 - Preparing for Level 1 Finance: Reviewing key skills and introducing advanced finance topics.
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Skills acquired
By the end of the course, learners will:
- Understand the basics of finance and financial terminology.
- Create and manage simple budgets.
- Interpret basic financial statements.
- Understand the principles of saving, investing, and borrowing.
- Set personal financial goals and develop a basic plan to achieve them.
