Managing your Personal Finances

The aim of the course is to provide you with an understanding of managing their personal finances including reviewing different types of bank accounts, mortgages and investments.

Course Content

We will review areas including:
- Savings looking at reasons why people save, ways to save money and financial products relating to savings such as savings accounts, bonds etc
- Investments reviewing possible investments including shares, property and precious metals
- Borrowings reviewing reasons for taking out personal loans as well as mortgages and the different types of mortgage products available

Entry Requirements

There are no formal entry requirements but learners must have a good standard of English and Maths.

First Class Requirements

Pen, paper and calculator.

Attendance Requirements

Please fill in the enrolment form online via or contact the Information and Guidance team on

Assessment Methods

Regular attendance is required to ensure you have the relevant knowledge to help you manage your personal finances.

Additional Information

Following this course you may wish to study the following courses:
- Keeping financial records for a small business
- AAT Level 2
- Bookkeeping Level 1
- Bookkeeping and Sage computerised accounting Level 1