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Foundations In Financial Planning

Online Course

About the CPD Course

This e-learning course focuses on helping you to understand and take control of your daily finances effectively. From understanding budgeting strategies, taxation, mortgages, savings and more, this course is designed to equip you with the knowledge and confidence needed to navigate your financial future. As users work through the session, we 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. Users will also gain a comprehensive understanding of the taxation systems along with useful insights for securing a mortgage or rental property.

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CPD Provider

Planned Future Wellbeing

Planned Future Wellbeing

CPD Provider No: 18009
At Planned Future, we're on a mission to help improve the financial and mental wellbeing of individuals in the workforce and other communities. We're also committed to building a company that prioritizes its employees' interests, creating an excellent workplace in the process. Thanks to our strong association and history with Chadwicks IFA, a respected Chartered Firm of Independent Financial Advisers established in 1997 by John Chadwick, we're able to share our expertise through our range of financial wellbeing programs. These programs feature knowledgeable speakers who are experts in their respective fields ensuring we offer only the highest quality training that is relevant and topical.
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Financial Planning For Retirement Webinar

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This event will provide you with an introduction to the issues affecting your retirement. It will help you to plan both financially and emotionally for the next phase of your life. Research has shown that both financial considerations and social and emotional impacts are important when planning for retirement. Session includes information on financial planning, including investments and taxation, and your occupational pension benefits.
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Mid-Career Financial Planning

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Navigating the complexities of personal finance can be challenging especially during the pivotal mid-career years. This event is specifically designed to empower mid-career professionals with the knowledge and tools necessary to build a robust financial foundation for the future. It breaks a complicated subject down into an easy-to-understand analogy of a house structure with strong foundations (protection), sturdy walls (savings and investment) and a secure roof (retirement planning).
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Money Mindset

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This e-learning course focuses on helping you to understand and take control of your daily finances effectively by understanding the psychological motivations behind financial decisions. This event discusses what it means to be financially well and understanding the key aspects to financial security. We will explore your ‘Money Mindset’ and learn how to build good spending habits and control bad spending habits. Becoming self-aware of your relationship with money will help you to set financial goals in order to achieve a more secure financial future.
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Money Mindset Webinar

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This event focuses on individuals’ financial wellbeing and understanding financial security. We will explore the money mindset and learn how to build good habits. Understanding people’s relationship with money will help employees to improve their financial future.
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Pensions & Investing For Growth

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This event focuses on helping you grow your savings and plan for the future. We look at why you might decide to take the risk of investing, how to make the most of tax advantages, and cover the basics of investment and pensions. This event is typically for people aged 35 to 55 years old.
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Planning For Financial Challenges Webinar

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This event aims to equip participants with a comprehensive understanding of crucial aspects in personal finance to support them in their financial future. Attendees will define and articulate the meaning of financial security, emphasizing the significance of long-term financial planning for overall well-being. The session will delve into the identification and analysis of major life challenges, including job loss, medical emergencies, and significant life transitions, shedding light on their potential financial implications and provide insights into proactive strategies for preparing and mitigating the impact of financial challenges.
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CPD Subsectors

Business Support
Conferences & Events
Online & E-learning
Workshop Organisers
Financial Advisory
Health & Wellbeing
Mental Health
Human Resources

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