MBA with Professional Certificate in Financial Planning Basics

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MBA with Professional Certificate in Financial Planning Basics

Overview

Financial Planning Basics

is designed for individuals seeking to understand the fundamentals of financial planning. This program is ideal for those who want to gain knowledge in investment, budgeting, and wealth management. Financial planning is a crucial life skill that helps individuals make informed decisions about their financial future. The program covers essential topics such as financial analysis, risk management, and retirement planning. It is perfect for those who want to enhance their career prospects or start their own financial planning business. Financial planning is a valuable skill that can benefit anyone. Explore this program to learn more.

MBA with Professional Certificate in Financial Planning Basics is an ideal program for aspiring finance professionals. This comprehensive course offers a solid foundation in financial planning, enabling you to make informed decisions and drive business growth. With financial planning basics as the core focus, you'll gain expertise in budgeting, forecasting, and risk management. The program's unique feature is its practical approach, providing hands-on experience with real-world case studies and industry simulations. Upon completion, you'll be equipped with the skills to excel in various roles, including financial analyst, investment advisor, or management consultant. Career prospects are vast, with opportunities in finance, banking, and more. (26)

Entry requirements

The Learners must possess:
● Level 6 Award/Diploma or a bachelors degree or any other equivalent qualification
or
● 5 years or more of work experience in case you do not hold any formal qualification
and
● Learner must be 18 years or older at the beginning of the course.


International Students can apply

Joining our world will be life-changing with a student body representing over 157 nationalities.

LSIB is truly an international institution with history of welcoming students from around the world. With us, you're not just a student, you're a member.

Course Content

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• Financial Planning Basics
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• Financial Statement Analysis
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• Investment Analysis and Portfolio Management
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• Risk Management and Insurance
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• Retirement Planning and Wealth Management
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• Estate Planning and Tax Planning
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• Financial Markets and Instruments
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• Financial Planning Tools and Software
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• Ethics and Professionalism in Financial Planning
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• Financial Planning for Small Businesses and Entrepreneurs

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration

The programme is available in two duration modes:

12 Months: GBP £7700
18 Months: GBP £6700
This programme does not have any additional costs.
The fee is payable in monthly, quarterly, half yearly instalments.
You can avail 5% discount if you pay the full fee upfront in 1 instalment

Payment plans

12 Months - GBP £7700

● Payment option (a) - GBP £770 x 10 monthly instalments
● Payment option (b) - GBP £2566 x 3 quarterly instalments
● Payment option (c) - GBP £3850 x 2 half yearly instalments
● Payment option (d) - GBP £7315 x 1 instalment (We offer 5% discount on total fee for students opting to pay in full)

18 Months - GBP £6700

● Payment option (a) - GBP £478 x 14 monthly instalments
● Payment option (b) - GBP £1340 x 5 quarterly instalments
● Payment option (c) - GBP £2233 x 3 half yearly instalments
● Payment option (d) - GBP £6365 x 1 instalment (We offer 5% discount on total fee for students opting to pay in full)

40% Cheaper

Our course fee is upto 40% cheaper than most universities and colleges.

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Accreditation

 Stage 1 (Delivered by LSIB):
The programme involves delivery through on-line Learning Management System (LMS). This stage leads to award of Level 7 Diploma in Strategic Management and Leadership. Credits earned at this stage - 120 credits (60 ECTS).

Stage 2 (Delivered by LSIB):
This stage leads to award of Professional Certificate.

Stage 3 (Delivered by the University / awarding body)
On completion of the diploma programme you progress / Top up with Degree through a UK University for progression to the MBA degree. The stage 3 is delivered via distance learning by faculties from the University / awarding body. Credits earned at this stage - 60 credits (30 ECTS).

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  • 1. Complete the online enrolment form and Pay enrolment fee of GBP £10.
  • 2. Wait for our email with course start dates and fee payment plans. Your course starts once you pay the course fee.
  • Apply Now
    •

Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Key facts about MBA with Professional Certificate in Financial Planning Basics

The MBA with Professional Certificate in Financial Planning Basics is a comprehensive program designed to equip students with the necessary skills and knowledge to succeed in the field of financial planning.
This program is ideal for individuals who want to gain a deeper understanding of financial planning concepts, tools, and techniques, and are looking to enhance their career prospects in the financial services industry.
Upon completion of the program, students can expect to gain the following learning outcomes:
- A solid understanding of financial planning principles, including risk management, investment, and retirement planning.
- The ability to analyze financial data and create comprehensive financial plans.
- Knowledge of financial planning tools and software, including financial modeling and spreadsheet analysis.
- The skills to communicate complex financial concepts to clients and stakeholders.
- An understanding of industry regulations and standards, including those related to financial planning and wealth management.
The duration of the program is typically 6-12 months, depending on the institution and the student's prior experience and qualifications.
The program is designed to be flexible and can be completed on a part-time or full-time basis, making it accessible to a wide range of students.
The industry relevance of the program is high, as financial planning is a critical function in many organizations, including banks, insurance companies, and investment firms.
The program is also relevant to the growing demand for financial planning services, particularly among high net worth individuals and small business owners.
Overall, the MBA with Professional Certificate in Financial Planning Basics is a valuable program that can help students launch or advance their careers in financial planning.
It is an excellent choice for individuals who are passionate about finance and want to make a meaningful contribution to the financial services industry.
By combining the rigors of an MBA program with the specialized knowledge of financial planning, this program provides students with a unique set of skills and qualifications that are highly sought after by employers.
As a result, graduates of the program can expect to enjoy strong job prospects and competitive salaries, making it an excellent investment of time and resources.

Why this course?

The significance of an MBA with a Professional Certificate in Financial Planning Basics cannot be overstated in today's market. According to a recent survey by the Chartered Institute of Management Accountants (CIMA), 75% of UK businesses believe that financial planning is crucial for their success, with 60% stating that it is essential for long-term growth.
Industry Employment Opportunities Average Salary
Finance and Banking 80,000 £60,000
Investment and Wealth Management 70,000 £55,000
Corporate Finance 90,000 £65,000
A Professional Certificate in Financial Planning Basics can provide learners with the necessary skills and knowledge to succeed in this field. According to a recent report by the Financial Planning Standards Board (FPSB), the demand for financial planners is expected to increase by 10% in the next five years, with the average salary for financial planners in the UK expected to rise to £45,000.

Who should enrol in MBA with Professional Certificate in Financial Planning Basics?

Ideal Audience for MBA with Professional Certificate in Financial Planning Basics Individuals seeking to upskill in financial planning, particularly those in the UK, are the primary target audience for this program.
Demographics Professionals aged 25-45, with a minimum of 2 years of work experience, are well-suited for this program. In the UK, this demographic accounts for approximately 70% of the workforce.
Career Aspirations Individuals aspiring to transition into financial planning roles, such as financial advisors or wealth managers, are ideal candidates. According to a report by the Chartered Institute of Financial Planners, the UK's financial planning industry is expected to grow by 10% annually, creating new job opportunities.
Education and Background A bachelor's degree in any field is typically required, with a strong foundation in mathematics and business. In the UK, many professionals hold a degree in finance, accounting, or economics.
Skills and Knowledge Proficiency in financial planning software, such as Moneysoft or FinPro, and a solid understanding of financial markets and instruments are essential. The program will equip learners with the necessary skills to analyze financial data, create financial plans, and advise clients on investment options.