Foundations In Financial Planning

New

This CPD Certified event focuses on helping you to understand and take control of your daily finances effectively. From understanding budgeting strategies, taxation, mortgages, savings and more, this webinar is designed to equip you with the knowledge and confidence needed to navigate your financial future. Led by a financial expert, the session will explore various financial concepts such as practical approaches to cope with the rising costs of living, key budgeting strategies and valuable money-saving hacks. You will also gain a comprehensive understanding of the taxation systems along with useful insights for securing a mortgage.

Objectives:

• Outline budgeting and discuss how you can apply these techniques to your spending
• Explain and understand key financial aspects such as income tax, national insurance and forms of credit.
• Describe how to navigate problem debt and implement effective strategies to deal with this
• Outline the processes behind securing a mortgage or rental property
• Discuss the best ways to save including information on ISA’s

Please Note: Once you have booked on the course, click on Add to Calendar to start the process to import the course appointment into your calendar. This contains the link to the MS Teams course meeting under Joining Instructions that you will use to join on the day of the course.

This event is great for all staff of any level of understanding to learn and or refresh knowledge of key financial concepts and raise questions and with a financial expert.

Number of sessions: 1

Online webinar with group discussion

Trainer: Balazs Darnoi from Planned Future

Planned Future provides an experienced financial speaker who is clear and able to answer a wide range of your questions. We pride ourselves on offering interactive and engaging events that provide attendees with the best quality knowledge and practical skills from a trusted source.

90 minutes