About the course
Aims of the course:
- Raise students’ financial awareness, confidence and skills
- Enable students to engage more successfully with finance specialists
- Support students considering a career or secondment in finance
This course is for you if you answer yes to any one of these questions:
- Would your personal finances benefit from more understanding and attention?
- Do you interact with financial specialists, but not always fully understand them?
- Are you considering a career or secondment in finance?
No prior knowledge is required or assumed.
As a result of the course, within the constraints of the time available, students should be able to:
- Improve their personal financial situation by applying selected insights from the course
- Enjoy greatly improved interactions with financial specialists
- Determine whether a secondment or career in finance is appropriate for them
Course content overview:
Teaching Week 1: Why it pays to increase your financial wordpower Gain a sound appreciation of the importance of the specialist language of finance and the need to translate it into practical and jargon-free insights. Create a dynamic personal system to record, link, apply and expand this broadening and deepening understanding.
Teaching Week 2: Capital and capitalism Grasp the fundamental importance of capital as a factor of production, and the role and legitimate perspectives of the providers of capital in the economy and society.
Teaching Week 3: Assets, liabilities, net worth and equity Develop a sound understanding of why all financial assets for one person are also financial liabilities for another, and connect this essential insight with the important financial concepts of net worth and equity.
Teaching Week 4: Interest and financial returns Gain comfort and confidence about interest and rates of return, including simple calculations and qualitative appreciation of directions of influence in more complex situations.
Teaching Week 5: Risk and financial risk Introduce the fundamentally important concept of financial risk, connect it with general and personal insights from Weeks 1 to 4 of the course, and identify key personal action points.
This course is open to everyone, and you don’t need any previous knowledge or experience of the subject to attend.
Our short courses are designed especially for adult learners who want to advance their personal or professional development. They are taught by tutors who are expert in both their subjects and in teaching students of all ages and experiences.
Doug Williamson FCA FCT has an encouraging and supportive teaching style which gives his students the confidence to stay engaged in financial decision-making and the courage to say, "I don't understand", when they don't. Doug believes that many financial problems could have been averted if a dec...
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.