Introduction to Financial Planning – ifs School of Finance

This Level 2 Programme in Personal Financial Planning is aimed at adults who would like to learn how to manage their finances effectively and with confidence. The qualification contains a core unit of Personal Financial Planning and seven optional units:

  • Mortgages for Consumers
  • Personal Borrowing and Debt Management
  • Making Personal Financial Judgements
  • Tax and Benefits
  • Savings and Investments
  • Financial Planning for Later Life
  • Rights and Responsibilities in Personal Financial Planning