Master Your Finances Course

Investing can feel like a different language, but it’s actually a logical process of growing your wealth. This course explains how different investment "pots" work—from ISAs and General Investment Accounts to the stock market itself. We look at the theory behind risk, reward, and diversification so you can understand what happens to your money after you save it. By the end, you’ll have the knowledge to decode your investment statements and understand the strategies professional fund managers use to build long-term financial security.

The syllabus

29 Chapters · 483 Lessons

1
Stocks and Shares Basics
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Are Stocks & Shares
3. (Included in full purchase)
  How Buying and Selling Works
4. (Included in full purchase)
  Risks and Rewards
5. (Included in full purchase)
  Knowledge is Key
6. (Included in full purchase)
  Beware Chasing a Dream
7. (Included in full purchase)
  Diversification
8. (Included in full purchase)
  Regulation and Your Protections
9. (Included in full purchase)
  Case Studies
10. (Included in full purchase)
  Personal Reflection
11. (Included in full purchase)
  Frequently Asked Questions
12. (Included in full purchase)
  Additional Help and Resources
13. (Included in full purchase)
  Knowledge Check Quiz
14. (Included in full purchase)
  Module Complete
2
The Power of Compounding: Explore a Powerful Concept in Personal Finance
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What is Compounding
3. (Included in full purchase)
  Why it Matters
4. (Included in full purchase)
  How it Accelerates Your Growth
5. (Included in full purchase)
  The Rule of 72
6. (Included in full purchase)
  Time - Your Greatest Asset
7. (Included in full purchase)
  How Compounding Debt Hurts You
8. (Included in full purchase)
  Regular Investing & Pound Cost Averaging
9. (Included in full purchase)
  Tax Efficient Compounding
10. (Included in full purchase)
  Market Forces & Role in Economic Growth
11. (Included in full purchase)
  Compounding & Your Financial Wellbeing
12. (Included in full purchase)
  Case Studies
13. (Included in full purchase)
  Personal Reflection
14. (Included in full purchase)
  Frequently Asked Questions
15. (Included in full purchase)
  Additional Help and Resources
16. (Included in full purchase)
  Knowledge Check Quiz
17. (Included in full purchase)
  Module Complete
3
Understanding Investment Risks: What They Are and How They Effect You
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Fundamentals of Investment Risk
3. (Included in full purchase)
  Inflation Risk
4. (Included in full purchase)
  Market Volatility Risk
5. (Included in full purchase)
  Interest Rate Risk
6. (Included in full purchase)
  Currency Risk
7. (Included in full purchase)
  Liquidity Risk
8. (Included in full purchase)
  Credit and Default Risk
9. (Included in full purchase)
  Your Personal Risk Tolerance
10. (Included in full purchase)
  Managing Risk Through Diversification
11. (Included in full purchase)
  The Time Factor
12. (Included in full purchase)
  The Concentration Trap
13. (Included in full purchase)
  Regulatory Protections for UK Investors
14. (Included in full purchase)
  Case Studies
15. (Included in full purchase)
  Personal Reflection
16. (Included in full purchase)
  Frequently Asked Questions
17. (Included in full purchase)
  Additional Help and Resources
18. (Included in full purchase)
  Knowledge Check Quiz
19. (Included in full purchase)
  Module Complete
4
Risk Profile Questionnaires: Role They Play in Financial Decisions
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What is a Risk Profile Questionnaire?
3. (Included in full purchase)
  Why Risk Profiling is Required
4. (Included in full purchase)
  How Risk Questionnaires Work
5. (Included in full purchase)
  Understanding Risk Categories
6. (Included in full purchase)
  Examples of Risk Profile Questions
7. (Included in full purchase)
  Pros and Cons of RPQs
8. (Included in full purchase)
  Alternative and Complementary Methods
9. (Included in full purchase)
  How Influences Investment Decisions
10. (Included in full purchase)
  Behavioural Biases and Risk
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Module Complete
16. (Included in full purchase)
  Knowledge Check Quiz
5
Behavioural Finance: The Psychology of Money
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Psychology Behind Money Decisions
3. (Included in full purchase)
  When Feelings Drive Decisions
4. (Included in full purchase)
  The Power of Social Influence
5. (Included in full purchase)
  Strategies for Better Decisions
6. (Included in full purchase)
  Your Behavioural Money Profile
7. (Included in full purchase)
  Beliefs Shaping Your Financial Life
8. (Included in full purchase)
  Cognitive Biases at a Glance
9. (Included in full purchase)
  Case Studies
10. (Included in full purchase)
  Personal Reflection
11. (Included in full purchase)
  Frequently Asked Questions
12. (Included in full purchase)
  Additional Help and Resources
13. (Included in full purchase)
  Knowledge Check Quiz
14. (Included in full purchase)
  Module Complete
6
Understanding Asset Classes and Diversification
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Are Asset Classes
3. (Included in full purchase)
  Shares
4. (Included in full purchase)
  Fixed Income Securities
5. (Included in full purchase)
  Cash & Cash Equivalents
6. (Included in full purchase)
  Physical Assets
7. (Included in full purchase)
  Beyond Traditional Investments
8. (Included in full purchase)
  Understanding Risk and Return
9. (Included in full purchase)
  Strategy of Diversification
10. (Included in full purchase)
  Benefits & Limitations of Diversification
11. (Included in full purchase)
  Asset Allocation Principles
12. (Included in full purchase)
  How Asset Allocation Changes Over Time
13. (Included in full purchase)
  Access Different Asset Classes
14. (Included in full purchase)
  Tax Considerations UK Investors
15. (Included in full purchase)
  Case Studies
16. (Included in full purchase)
  Personal Reflection
17. (Included in full purchase)
  Frequently Asked Questions
18. (Included in full purchase)
  Additional Help and Resources
19. (Included in full purchase)
  Knowledge Check Quiz
20. (Included in full purchase)
  Module Complete
7
Active v Passive Investing
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding the Investment Divide
3. (Included in full purchase)
  Comparing the Two Approaches
4. (Included in full purchase)
  Considerations Beyond Performance
5. (Included in full purchase)
  How Fits Into Your Financial Plan
6. (Included in full purchase)
  What Research & Regulators Tell Us
7. (Included in full purchase)
  Case Studies
8. (Included in full purchase)
  Personal Reflection
9. (Included in full purchase)
  Frequently Asked Questions
10. (Included in full purchase)
  Additional Help and Resources
11. (Included in full purchase)
  Knowledge Check Quiz
12. (Included in full purchase)
  Module Complete
8
Fund Managers: How They Work and What it Means For You
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Who Are Fund Managers?
3. (Included in full purchase)
  Role and Responsibilities
4. (Included in full purchase)
  Different Approaches to Managing Money
5. (Included in full purchase)
  Specialist Approaches
6. (Included in full purchase)
  Types of Funds
7. (Included in full purchase)
  How Fund Managers Are Compensated
8. (Included in full purchase)
  Regulation and Oversight
9. (Included in full purchase)
  A Fund Manager in Practice
10. (Included in full purchase)
  Performance and Accountability
11. (Included in full purchase)
  The Team Behind the Name
12. (Included in full purchase)
  Find Information About Your Fund Manager
13. (Included in full purchase)
  Common Misconceptions
14. (Included in full purchase)
  Ratings and Awards
15. (Included in full purchase)
  Personal Reflection
16. (Included in full purchase)
  Frequently Asked Questions
17. (Included in full purchase)
  Additional Help and Resources
18. (Included in full purchase)
  Knowledge Check Quiz
19. (Included in full purchase)
  Module Complete
9
Open Ended Investment Companies & Mutual Funds
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Pooled Investment Vehicles
3. (Included in full purchase)
  Role of the Fund Manager
4. (Included in full purchase)
  How Pooled Investments Operate
5. (Included in full purchase)
  The Advantages of Collective Investing
6. (Included in full purchase)
  Understanding the Risks and Costs
7. (Included in full purchase)
  Selecting Funds for Different Goals
8. (Included in full purchase)
  Practical Considerations & Protections
9. (Included in full purchase)
  Risks & Costs in Practice
10. (Included in full purchase)
  Common Misconceptions
11. (Included in full purchase)
  Tax Considerations
12. (Included in full purchase)
  Responsible Investing and ESG Funds
13. (Included in full purchase)
  Case Studies
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help and Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
10
Choosing the Right Investment Products
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Investment Containers
3. (Included in full purchase)
  Tax Free Growth with ISAs
4. (Included in full purchase)
  Insurance Based Investment Bonds
5. (Included in full purchase)
  General Investment Accounts (GIAs)
6. (Included in full purchase)
  Comparing Your Options
7. (Included in full purchase)
  Risks and Considerations
8. (Included in full purchase)
  Defining Your Investment Goals
9. (Included in full purchase)
  Role of Diversification
10. (Included in full purchase)
  Impact of Charges on Returns
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
11
Investment Platforms
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What are Investment Platforms?
3. (Included in full purchase)
  How They Work
4. (Included in full purchase)
  Types of Investment Platforms
5. (Included in full purchase)
  Charges & Fees
6. (Included in full purchase)
  Features to Look For
7. (Included in full purchase)
  Tax Wrappers on Platforms
8. (Included in full purchase)
  How to Choose the Right Platform
9. (Included in full purchase)
  Role in Financial Advice
10. (Included in full purchase)
  Risks and Important Considerations
11. (Included in full purchase)
  The Regulatory Framework
12. (Included in full purchase)
  Case Studies
13. (Included in full purchase)
  Personal Reflection
14. (Included in full purchase)
  Frequently Asked Questions
15. (Included in full purchase)
  Additional Help and Resources
16. (Included in full purchase)
  Knowledge Check Quiz
17. (Included in full purchase)
  Module Complete
12
Pound Cost Averaging: Benefit of Investing Small Regular Amounts
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Regular Investing
3. (Included in full purchase)
  Psychology Behind Regular Investing
4. (Included in full purchase)
  The Maths
5. (Included in full purchase)
  Turning Volatility to Your Advantage
6. (Included in full purchase)
  Understanding the Limitations
7. (Included in full purchase)
  How This Affects You
8. (Included in full purchase)
  Common Misconceptions
9. (Included in full purchase)
  Benefit from Tax Efficient Wrappers
10. (Included in full purchase)
  Case Studies
11. (Included in full purchase)
  Personal Reflection
12. (Included in full purchase)
  Frequently Asked Questions
13. (Included in full purchase)
  Additional Help and Resources
14. (Included in full purchase)
  Knowledge Check Quiz
15. (Included in full purchase)
  Module Complete
13
Premium Bonds
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Are Premium Bonds
3. (Included in full purchase)
  How Premium Bonds Work
4. (Included in full purchase)
  Buying and Managing Premium Bonds
5. (Included in full purchase)
  Advantages and Limitations
6. (Included in full purchase)
  Tax and Premium Bonds
7. (Included in full purchase)
  Part of Savings & Financial Planning Strategy
8. (Included in full purchase)
  Who Might Consider Premium Bonds
9. (Included in full purchase)
  Case Studies
10. (Included in full purchase)
  Personal Reflection
11. (Included in full purchase)
  Frequently Asked Questions
12. (Included in full purchase)
  Additional Help & Resources
13. (Included in full purchase)
  Knowledge Check Quiz
14. (Included in full purchase)
  Module Complete
14
Employee Share Schemes: Understanding How They Work
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  How Share Save Schemes Operate
3. (Included in full purchase)
  The Tax Position
4. (Included in full purchase)
  Benefits and Considerations
5. (Included in full purchase)
  Options When the Scheme Matures
6. (Included in full purchase)
  Important Details to Know
7. (Included in full purchase)
  Types of Schemes — An Overview
8. (Included in full purchase)
  Case Studies
9. (Included in full purchase)
  Personal Reflection
10. (Included in full purchase)
  Frequently Asked Questions
11. (Included in full purchase)
  Additional Help and Resources
12. (Included in full purchase)
  Knowledge Check Quiz
13. (Included in full purchase)
  Module Complete
15
Environmental, Social & Governance Investing
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding ESG Investing
3. (Included in full purchase)
  Inclusion Strategies
4. (Included in full purchase)
  Exclusion Strategies
5. (Included in full purchase)
  Impact Investing
6. (Included in full purchase)
  Regulatory Framework
7. (Included in full purchase)
  Transparency Requirements
8. (Included in full purchase)
  Greenwashing
9. (Included in full purchase)
  Performance Considerations
10. (Included in full purchase)
  Risk Factors
11. (Included in full purchase)
  Practical Implementation
12. (Included in full purchase)
  ESG and Your Workplace Pension
13. (Included in full purchase)
  ESG Across Different Asset Classes
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help and Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
16
Cryptocurrencies: Risks and Opportunities
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Digital Currencies
3. (Included in full purchase)
  The Technology Behind the Currency
4. (Included in full purchase)
  The Risk Landscape
5. (Included in full purchase)
  Navigating the Regulatory Framework
6. (Included in full purchase)
  Buying and Storing Safely
7. (Included in full purchase)
  Crypto Versus Traditional Investments
8. (Included in full purchase)
  The Evolving Landscape
9. (Included in full purchase)
  Tax Implications for UK Investors
10. (Included in full purchase)
  Avoiding Cryptocurrency Scams
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
17
Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS)
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Are VCTs and EIS?
3. (Included in full purchase)
  The Tax Advantages
4. (Included in full purchase)
  Understanding the Risks
5. (Included in full purchase)
  VCTs vs. EIS
6. (Included in full purchase)
  How to Access These Schemes
7. (Included in full purchase)
  Building Wealth Systematically
8. (Included in full purchase)
  The Bigger Picture
9. (Included in full purchase)
  SEIS: The Smaller Sister Scheme
10. (Included in full purchase)
  The Regulatory Framework
11. (Included in full purchase)
  Due Diligence & Selecting a Provider
12. (Included in full purchase)
  Understanding Charges and Total Costs
13. (Included in full purchase)
  Case Studies
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help and Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
18
Saving for Children
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Children's Saving Options
3. (Included in full purchase)
  Junior ISAs (JISAs)
4. (Included in full purchase)
  Premium Bonds
5. (Included in full purchase)
  Child Trust Funds
6. (Included in full purchase)
  Children's Savings Accounts
7. (Included in full purchase)
  Savings Bonds & Trusts
8. (Included in full purchase)
  Tax Considerations
9. (Included in full purchase)
  Government Support & Benefits
10. (Included in full purchase)
  Choosing the Right Option
11. (Included in full purchase)
  Understanding Growth Potential
12. (Included in full purchase)
  Practical Steps to Get Started
13. (Included in full purchase)
  Case Studies
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help and Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
19
Paying for Children's Education
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Education Costs
3. (Included in full purchase)
  Education Savings Options
4. (Included in full purchase)
  Government Support and Benefits
5. (Included in full purchase)
  Scholarships, Grants, and Bursaries
6. (Included in full purchase)
  Planning for University Fees
7. (Included in full purchase)
  University Living Costs
8. (Included in full purchase)
  Alternative Funding Options
9. (Included in full purchase)
  Tax-Efficient Saving Strategies
10. (Included in full purchase)
  Your Education Planning Timeline
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
20
Buy to Let Mortgages as an Investment
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What is a BTL Mortgage
3. (Included in full purchase)
  How BTL Mortgages Work
4. (Included in full purchase)
  BTL Mortgage v Residential Mortgage
5. (Included in full purchase)
  Individual v Ltd Company Ownership
6. (Included in full purchase)
  Types of BTL Mortgages
7. (Included in full purchase)
  Eligibility and Requirements
8. (Included in full purchase)
  Costs and Fees
9. (Included in full purchase)
  Screening Tenants
10. (Included in full purchase)
  Working With Letting Agents
11. (Included in full purchase)
  BTL as an Investment
12. (Included in full purchase)
  Tax Implications
13. (Included in full purchase)
  Risks and Considerations
14. (Included in full purchase)
  Landlord Responsibilities & Legal Obligations
15. (Included in full purchase)
  Insurance for BTL Landlords
16. (Included in full purchase)
  Case Studies
17. (Included in full purchase)
  Personal Reflection
18. (Included in full purchase)
  Frequently Asked Questions
19. (Included in full purchase)
  Additional Help and Resources
20. (Included in full purchase)
  Knowledge Check Quiz
21. (Included in full purchase)
  Module Complete
21
Sequence of Return Risk
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding the Timing Puzzle
3. (Included in full purchase)
  How Poor Timing Affects Growth
4. (Included in full purchase)
  Retirement Income Danger Zone
5. (Included in full purchase)
  Defensive Strategies & Risk Reduction
6. (Included in full purchase)
  Comparing Retirement Withdrawal Options
7. (Included in full purchase)
  Role of Diversification & Asset Allocation
8. (Included in full purchase)
  State Pension & Other Guaranteed Income
9. (Included in full purchase)
  Inflation - The Hidden Multiplier
10. (Included in full purchase)
  Tax Efficient Withdrawal Strategies
11. (Included in full purchase)
  The Psychological Dimension
12. (Included in full purchase)
  When to Seek Professional Advice
13. (Included in full purchase)
  Case Studies
14. (Included in full purchase)
  Personal Reflection
15. (Included in full purchase)
  Frequently Asked Questions
16. (Included in full purchase)
  Additional Help and Resources
17. (Included in full purchase)
  Knowledge Check Quiz
18. (Included in full purchase)
  Module Complete
22
Central Bank Interest Rates: How Your Money is Affected
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What is the Bank Rate?
3. (Included in full purchase)
  The Impact on Your Savings
4. (Included in full purchase)
  Why High Street Rates are Different
5. (Included in full purchase)
  The Effect on Borrowing Costs
6. (Included in full purchase)
  The Broader Economic Picture
7. (Included in full purchase)
  How the Bank Rate is Set
8. (Included in full purchase)
  How Rates Have Changed Over Time
9. (Included in full purchase)
  Case Studies
10. (Included in full purchase)
  Practical Steps for Different Scenarios
11. (Included in full purchase)
  Personal Reflection
12. (Included in full purchase)
  Frequently Asked Questions
13. (Included in full purchase)
  Additional Help and Resources
14. (Included in full purchase)
  Knowledge Check Quiz
15. (Included in full purchase)
  Module Complete
23
Understanding Inflation: What It Is and Why It Matters
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Is Inflation?
3. (Included in full purchase)
  How Inflation Is Measured
4. (Included in full purchase)
  Types and Causes of Inflation
5. (Included in full purchase)
  The Impact on Your Finances
6. (Included in full purchase)
  Deflation: When Prices Fall
7. (Included in full purchase)
  Central Banks and Inflation Control
8. (Included in full purchase)
  When Inflation Spirals Out of Control
9. (Included in full purchase)
  Protecting Yourself Against Inflation
10. (Included in full purchase)
  Real vs Nominal Returns
11. (Included in full purchase)
  Inflation in Practice
12. (Included in full purchase)
  Common Misconceptions About Inflation
13. (Included in full purchase)
  Inflation and State Benefits
14. (Included in full purchase)
  Inflation and Borrowing
15. (Included in full purchase)
  Case Studies
16. (Included in full purchase)
  Personal Reflection
17. (Included in full purchase)
  Frequently Asked Questions
18. (Included in full purchase)
  Additional Help and Resources
19. (Included in full purchase)
  Knowledge Check Quiz
20. (Included in full purchase)
  Module Complete
24
Understanding Trade Tariffs: How They Work
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Are Trade Tariffs
3. (Included in full purchase)
  Why Do Governments Use Trade Tariffs
4. (Included in full purchase)
  Understanding Barriers to Free Trade
5. (Included in full purchase)
  The UK and Trade Policy Post-Brexit
6. (Included in full purchase)
  How Trade Policy Influences Financial Markets
7. (Included in full purchase)
  Economic Consequences of Trade Tariffs
8. (Included in full purchase)
  Global Trade Tensions & Investment Strategy
9. (Included in full purchase)
  Secondary Effects on Financial Wellbeing
10. (Included in full purchase)
  Practical Financial Planning Considerations
11. (Included in full purchase)
  Trade, The Economy & Your Financial Life
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
25
Saving Money Fundamentals
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What is Saving
3. (Included in full purchase)
  Why Saving is Important
4. (Included in full purchase)
  Setting Savings Goals
5. (Included in full purchase)
  Ways to Save Money
6. (Included in full purchase)
  How Savings Grow
7. (Included in full purchase)
  Types of Savings Accounts
8. (Included in full purchase)
  Your Savings and Tax
9. (Included in full purchase)
  Building an Emergency Fund
10. (Included in full purchase)
  Inflation and Your Savings
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
26
Overpaying Mortgage as an Investment Strategy
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Basics of Mortgage Overpayments
3. (Included in full purchase)
  What Does It Actually Involve?
4. (Included in full purchase)
  Is Overpaying Right for You?
5. (Included in full purchase)
  Golden Rules for Overpaying
6. (Included in full purchase)
  The Loan to Value Advantage
7. (Included in full purchase)
  The Numbers in Action
8. (Included in full purchase)
  Scenario Based Decision Guide
9. (Included in full purchase)
  Overpayment Limits and Costs
10. (Included in full purchase)
  When Overpaying Not a Good Move
11. (Included in full purchase)
  Alternative Option
12. (Included in full purchase)
  Interest Rates and Overpaying
13. (Included in full purchase)
  Your Personal Action Plan
14. (Included in full purchase)
  Case Studies
15. (Included in full purchase)
  Personal Reflection
16. (Included in full purchase)
  Frequently Asked Questions
17. (Included in full purchase)
  Additional Help and Resources
18. (Included in full purchase)
  Knowledge Check Quiz
19. (Included in full purchase)
  Module Complete
27
Additional Voluntary Contributions: Exploring How AVCs Work
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Are AVCs
3. (Included in full purchase)
  Types of AVCs
4. (Included in full purchase)
  How Do AVCs Work?
5. (Included in full purchase)
  Who Can Use AVCs?
6. (Included in full purchase)
  Advantages and Disadvantages
7. (Included in full purchase)
  Tax Considerations in More Detail
8. (Included in full purchase)
  Risks and Considerations
9. (Included in full purchase)
  AVCs & Your Retirement Options
10. (Included in full purchase)
  Are AVCs Right for You?
11. (Included in full purchase)
  Case Studies
12. (Included in full purchase)
  Personal Reflection
13. (Included in full purchase)
  Frequently Asked Questions
14. (Included in full purchase)
  Additional Help and Resources
15. (Included in full purchase)
  Knowledge Check Quiz
16. (Included in full purchase)
  Module Complete
28
Understanding Trusts: A Practical Guide to Trusts
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  What Actually is a Trust?
3. (Included in full purchase)
  Types and Their Purposes
4. (Included in full purchase)
  When Trusts Become Useful
5. (Included in full purchase)
  Trusts and Vulnerable Beneficiaries
6. (Included in full purchase)
  Professional Guidance Gateway
7. (Included in full purchase)
  Understanding Trust Costs
8. (Included in full purchase)
  Navigating Trust Taxation
9. (Included in full purchase)
  Creating Your Trust
10. (Included in full purchase)
  Trust Management
11. (Included in full purchase)
  Concluding Thoughts
12. (Included in full purchase)
  Case Studies
13. (Included in full purchase)
  Personal Reflection
14. (Included in full purchase)
  Frequently Asked Questions
15. (Included in full purchase)
  Additional Help and Resources
16. (Included in full purchase)
  Knowledge Check Quiz
17. (Included in full purchase)
  Module Complete
29
Inheritance Tax Planning
1. (Included in full purchase)
  Introduction
2. (Included in full purchase)
  Understanding Inheritance Tax
3. (Included in full purchase)
  Tax Rates and Key Thresholds
4. (Included in full purchase)
  Reliefs & Exemptions to Reduce IHT
5. (Included in full purchase)
  The Rules Around Gifting
6. (Included in full purchase)
  Tax-Free Transfers & Special Situations
7. (Included in full purchase)
  Practical Approaches to Estate Planning
8. (Included in full purchase)
  Making a Will & Lasting Power of Attorney
9. (Included in full purchase)
  Recent Changes & Future Developments
10. (Included in full purchase)
  Case Studies
11. (Included in full purchase)
  Personal Reflection
12. (Included in full purchase)
  Frequently Asked Questions
13. (Included in full purchase)
  Additional Help and Resources
14. (Included in full purchase)
  Knowledge Check Quiz
15. (Included in full purchase)
  Module Complete

Savings & Investments

The syllabus

Stocks and Shares Basics

The Power of Compounding: Explore a Powerful Concept in Personal Finance

Understanding Investment Risks: What They Are and How They Effect You

Risk Profile Questionnaires: Role They Play in Financial Decisions

Behavioural Finance: The Psychology of Money

Understanding Asset Classes and Diversification

Active v Passive Investing

Fund Managers: How They Work and What it Means For You

Open Ended Investment Companies & Mutual Funds

Choosing the Right Investment Products

Investment Platforms

Pound Cost Averaging: Benefit of Investing Small Regular Amounts

Premium Bonds

Employee Share Schemes: Understanding How They Work

Environmental, Social & Governance Investing

Cryptocurrencies: Risks and Opportunities

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS)

Saving for Children

Paying for Children's Education

Buy to Let Mortgages as an Investment

Sequence of Return Risk

Central Bank Interest Rates: How Your Money is Affected

Understanding Inflation: What It Is and Why It Matters

Understanding Trade Tariffs: How They Work

Saving Money Fundamentals

Overpaying Mortgage as an Investment Strategy

Additional Voluntary Contributions: Exploring How AVCs Work

Understanding Trusts: A Practical Guide to Trusts

Inheritance Tax Planning