Udemy

Comprehensive UK Personal Finance Training

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  • 6,700 Students
  • Updated 1/2025
4.6
(159 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
18 Hour(s) 15 Minute(s)
Language
English
Taught by
Terance Mwamuka
Rating
4.6
(159 Ratings)

Course Overview

Comprehensive UK Personal Finance Training

Investing, Taxes, Pensions, Homes, Childcare, Borrowing, Sharia Financing, Retirement, Estates

Welcome to the Comprehensive UK Personal Finance Training course. I believe this is the only comprehensive course covering personal finance in the UK. In this course you will learn everything you need to know about UK personal finance. I have avoided prescriptions that are normally seen on other materials since I understand every situation is different. In this course I will take you through the basics of personal finance and cover things in detail as they apply to the UK. This course is based on my wide UK financial services experience and my personal investing knowledge. I am sure once you have done the course you will be equipped to make your own financial decisions such as investing, pensions, retirement planning, estates planning, budgeting, managing borrowings and many more other things.


I have used real life examples as they apply to the UK. I avoided making this course broad so that if you are in the UK you will derive the most value. I have also added some key things such as childcare schemes, home purchase schemes, a comprehensive overview of the UK tax system, how to protect yourself from fraud. I hope you will derive a lot of value from taking on this course.


Course Structure

I will start by giving you an introduction to investing, and various types of investment products, before moving to pension products. In pensions, I will explain to you the various types of pensions such as workplace, private, government and public sector pension schemes. I will show you how to hold the investments and how to manage them. In the next sections I will talk about investment strategies, debt management & credit ratings. Will the give you an overview of the UK tax system and how to manage your taxes. Afterwards I will take you through the government schemes for home buying and childcare support. I have also included a section for Sharia Financing if it applies to you, or you would like to learn more about it. I have another section on protecting your wealth from fraud, then lastly I share with you some useful personal finance materials, books, magazines and podcasts.


LEARN - INVEST - BUILD WEALTH

Course Content

  • 19 section(s)
  • 240 lecture(s)
  • Section 1 Introduction
  • Section 2 Chapter 1 - Investing and Investment products
  • Section 3 Chapter 2 - Pensions
  • Section 4 Chapter 3 - Investment Wrappers
  • Section 5 Chapter 4 - Investing in Gold
  • Section 6 Chapter 5 - Investment strategy and portfolio
  • Section 7 Chapter 6 - Borrowing and debt management
  • Section 8 Chapter 7 - Credit rating demystified
  • Section 9 Chapter 8 - Death and estate planning
  • Section 10 Chapter 9 - Overview of UK Tax System
  • Section 11 Chapter 10 - Financial, Tax & Legal professional advice
  • Section 12 Chapter 11 - Buying first home
  • Section 13 Chapter 12 - Sharia compliant financing
  • Section 14 Chapter 13 - Budgeting and budgeting tips
  • Section 15 Chapter 14 - Protecting your money from fraud
  • Section 16 Chapter 15 - Government child care support schemes
  • Section 17 Chapter 16 - Future reading and further resources
  • Section 18 Chapter 17 - VERY LAST WORDS - REMEMBER TO SHARE THE TRAINING
  • Section 19 COURSE UPDATES

What You’ll Learn

  • Personal finance 101 from budgeting to investing, Managing your finances, Investments options available in the UK, Managing your pensions and retirement planning, Overview of the UK tax system & managing your taxes, Government home buying schemes available in the UK, Government backed childcare schemes, Borrowing schemes and credit ratings, Planning for after life, Government pension scheme


Reviews

  • A
    Anthony Michael
    5.0

    Excellent – really enjoyed the course Thanks

  • A
    Ade Akinyede
    5.0

    This is the essential financial education that I've been looking for. Goldmine!

  • S
    Shruthi
    4.0

    Great course with detailed explanations of concepts specific to UK finance which I found incredibly helpful. However, I do have one negative comment regarding the recorded audio. Have you tried listening to it via earphones? Only this specific course that I have bought seems to play only through one audio channel which is a bit distracting.

  • R
    Ragib Mohammed Altafin
    5.0

    Amazing course. His way of teaching is just amazing. Covered almost all the topics related to personal finance. Definitely recommend

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