Graduate Certificate in MBA - 12 Month Personal Financial Planning

Sunday, 15 February 2026 07:22:11

International applicants and their qualifications are accepted

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Overview

Overview

Personal Financial Planning is a specialized field that focuses on helping individuals and families manage their financial resources effectively.

Our 12-month Graduate Certificate in MBA - Personal Financial Planning is designed for professionals who want to acquire the skills and knowledge needed to succeed in this field.

Through a combination of coursework and practical experience, you will learn how to assess clients' financial situations, develop personalized financial plans, and implement investment strategies.

Our program is ideal for financial advisors, accountants, and business owners who want to expand their expertise and offer comprehensive financial planning services to their clients.

By the end of the program, you will be equipped with the skills and confidence to launch a successful career in personal financial planning.

Don't miss this opportunity to transform your career. Explore our Graduate Certificate in MBA - Personal Financial Planning today and take the first step towards a brighter financial future.

Personal Financial Planning is at the heart of our 12-month Graduate Certificate in MBA program, equipping you with the skills to navigate complex financial landscapes. This comprehensive course offers practical training in investment analysis, portfolio management, and retirement planning, ensuring you're equipped to advise clients on their financial futures. With flexible learning options and industry-recognized accreditation, you'll gain a competitive edge in the job market. Career prospects are vast, with roles in wealth management, financial planning, and more. Our expert faculty will guide you through real-world case studies and industry simulations, preparing you for success in personal financial planning.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

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Financial Planning Fundamentals •
Investment Analysis and Portfolio Management •
Personal Financial Planning Models and Tools •
Retirement Planning and Wealth Management •
Tax Planning and Estate Planning Strategies •
Insurance Planning and Risk Management •
Business Planning and Entrepreneurship •
Financial Markets and Institutions •
Global Financial Issues and Trends •
Financial Planning Practice and Professionalism

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 & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): £140
2 months (Standard mode): £90

40% Cheaper

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

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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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 Graduate Certificate in MBA - 12 Month Personal Financial Planning

The Graduate Certificate in MBA - 12 Month Personal Financial Planning is a specialized program designed to equip students with the knowledge and skills required to succeed in the field of personal financial planning. This program is typically completed over a period of 12 months, allowing students to balance their studies with work or other commitments. The duration of the program is designed to be flexible, with students able to study at their own pace and on their own schedule. Throughout the program, students will learn about various aspects of personal financial planning, including investment management, tax planning, and retirement planning. They will also gain practical experience through case studies and group projects, which will help them develop the skills and confidence needed to succeed in this field. The learning outcomes of the Graduate Certificate in MBA - 12 Month Personal Financial Planning include the ability to analyze financial data, develop financial plans, and communicate effectively with clients. Students will also gain a deep understanding of the regulatory environment and industry standards that govern the personal financial planning profession. The program is highly relevant to the industry, as it provides students with the knowledge and skills required to succeed in a rapidly changing financial landscape. Personal financial planners are in high demand, and this program will equip students with the skills and expertise needed to compete in this field. Upon completion of the program, graduates will be eligible to register with professional associations such as the Financial Planning Standards Board (FPSB) and the Certified Financial Planner (CFP) Board. This will provide them with a competitive edge in the job market and open up opportunities for career advancement. Overall, the Graduate Certificate in MBA - 12 Month Personal Financial Planning is a valuable investment for anyone looking to launch or advance a career in personal financial planning. With its flexible duration, industry-relevant curriculum, and strong learning outcomes, this program is an excellent choice for students looking to succeed in this field.

Why this course?

Graduate Certificate in MBA - 12 Month Personal Financial Planning holds immense significance in today's market, particularly in the UK. The demand for financial planning services is on the rise, driven by the increasing complexity of personal finances and the need for expert advice. According to a report by the Financial Conduct Authority (FCA), the UK's financial planning industry is expected to grow by 10% annually, creating a vast array of job opportunities for professionals with the right skills.
Industry Growth Employment Opportunities
10% annual growth (FCA report) Over 100,000 job openings in the UK (PwC report)
Increasing complexity of personal finances Growing demand for expert financial planning services

Who should enrol in Graduate Certificate in MBA - 12 Month Personal Financial Planning?

Ideal Audience for Graduate Certificate in MBA - 12 Month Personal Financial Planning Are you a recent graduate looking to kick-start your career in the financial services industry? Do you have a passion for helping others achieve their financial goals? If so, our Graduate Certificate in MBA - 12 Month Personal Financial Planning is perfect for you.
Demographics Our ideal candidate is typically a recent graduate with a degree in any field, preferably with a strong understanding of business principles. In the UK, for example, a survey by the Chartered Institute of Financial Planners found that 75% of financial planners start their careers with a degree in a non-financial field.
Skills and Qualifications To succeed in this programme, you'll need to possess excellent communication and interpersonal skills, as well as the ability to work well under pressure. You'll also need to have a strong understanding of financial planning concepts and principles, as well as relevant qualifications such as a Certificate in Financial Planning or a Diploma in Financial Services.
Career Goals Our graduates go on to work in a variety of roles, including financial planning, wealth management, and financial analysis. In the UK, for example, the Financial Conduct Authority reports that the demand for financial planners is expected to increase by 10% by 2025, driven by an aging population and growing wealth.