eLearnAfrica
Introduction to Personal Financial Planning
Chartered Insurance Institute
  • Start Date: 26 Sep, 2022
  • 4 weeks
  • Study Content: Videos


Build your knowledge of financial planning for each stage of life and learn how financial advice can help with personal finances.

Course Fee: Free
Certificate Cost: See Fees and Eligibility
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Course Description

This course is made available through the eLearnAfrica and FutureLearn partnership.

Discover the basic concepts of financial planning and financial wellbeing


Most of us will interact with a form of financial service many times during our lives, whether for budgeting, borrowing, saving, or one of many other services.


On this four-week course from the Chartered Insurance Institute, you’ll learn about the various financial concepts and explore financial planning throughout the various stages of life.


Learn how to plan for different life stages and the financial protection available


It is very important that financial planners and advisers understand the different financial needs at each life stage so that they can shape their services to each person’s circumstances.


You’ll examine the potential life stages that people go through and the different financial products and objectives that might be used in each stage. You’ll also explore the various types of financial protection available and how they work.


Develop effective strategies for investing and saving for the future


The ability to help people save and invest is a crucial function of the financial services industry and allows people to plan for their futures.


This course will guide you through the key differences between savings and investments, how different products and assets work, the risks involved with each, and how a financial adviser can help.


Explore estate planning, retirement planning, and pension advice


A pension is a financial product designed to help people save for their retirement. Pension planning can, and arguably should, start as soon as someone can afford it.


During the final week of this course, you’ll learn about estate planning and retirement planning, from income strategies and tax planning to pension options and the challenges of retirement planning. You’ll also discover how financial advice plays into each of these areas.


This course is designed for anyone starting out, or aspiring to work, in the financial planning sector. It is also useful for anyone looking to better understand how to manage their financial planning, whether in respect of protecting their financial future or in providing for it.


Certificate cost may vary. You will be redirected to the host page for cost and payment options.

Chartered Insurance Institute

This university is part of the partnership between eLearnAfrica and FutureLearn.

This institution is available on eLearnAfrica through partnership with FutureLearn.

You may be able to download course materials after enrolling in this course. If not, all of the necessary course materials provided by the course instructor will be available on the provider's course page.
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Effective Date: September 22, 2016