Certificate of Achievement
has completed the following course:
Finance Fundamentals: Financial Planning and Budgeting
This course covered planning for the life course, budgeting, insurance products and the impact of human behaviour on financial decision-making.
4 weeks, 3 hours per week
Dave Hall
University Secretary
The Open University
Transcript
Learning outcomes
- Identify and understand how financial needs change over the life course
- Identify, understand and apply a model for financial decision-making
- Identify and appreciate how human behaviour affects financial decisions
- Identify and understand the impact of inflation and tax on incomes
- Apply and appreciate the social and economic factors that influence spending
- Design and manage a household budget
- Identify and understand insurance products and when to buy them
Syllabus
- Financial planning over the life course
- Prioritising plans
- Human behaviour and financial decisions
- Applying a financial decision-making model
- Income and inflation
- Income and taxation
- Government benefits
- Factors influencing household expenditure
- Creating and managing a household budget
- Understanding when to buy insurance products
- The range of insurance products
Academic credit
If you are aiming to use your study of courses in the Business and Finance Fundamentals program to obtain academic credit, please be aware that the final planned presentation of the Open University Assessment Course BXM191 Business and Finance Fundamentals in Practice starts October 2020. Please ensure that you allow yourself enough time to obtain all eight Certificates of Achievement from courses in the program before registering for the Assessment Course. The start dates of the relevant FutureLearn courses in 2019 and 2020 are available here.
Issued on 14th January 2019
The person named on this certificate has completed the activities in the transcript above. For more information about Certificates of Achievement and the effort required to become eligible, visit futurelearn.com/proof-of-learning/certificate-of-achievement.
This certificate represents proof of learning. It is not a formal qualification, degree, or part of a degree.