Certified Personal Finance Consultant
Achieve financial happiness — and help others do the same. Master your finances and step into the $250 billion personal finance consultancy industry.
Take control — then hand your clients the keys
This programme equips you to achieve financial happiness and help others achieve it too. You'll master your own finances and learn how to hand the keys of financial control to your clients.
Delivered across five sessions totalling 30 hours, the certificate is issued by Lancaster Business School and prepares you to enter a $250 billion global personal finance consultancy industry.
What you'll learn
The Financial Psychology
Understanding how our minds handle money.
Personal Financial Planning
Analysing your current position and creating a pathway to prosperity.
Savings Management
Determining the right savings levels and exploring investment vehicles.
Banking & Insurance Products
Covering the core financial and insurance offerings.
Loan Evaluation
Knowing when borrowing makes sense — and when it doesn't.
Income Escalation
Investment strategies across stocks, crypto and entrepreneurship.
Economic Environment
How macroeconomic forces affect personal finances.
Financial Consulting
Running consultancy sessions and building financial programmes for clients.