Level 2 - 35 CPD Hours

Beginner’s Tailored Planning Bundle

This bundle is a combination of resources designed to help individuals create a personalized financial plan from scratch. This bundle covers core topics like budgeting, forecasting, and financial modeling, and can be customized to a user's specific needs, such as trading goals or career advancement in finance.

The curriculum includes practical guidance on building long-term financial plans, communicating recommendations clearly, and maintaining ethical client engagement throughout the advisory lifecycle.

Ideal for aspiring advisers and those transitioning into client-focused financial roles, this course equips learners with the confidence and capability to support individuals and families in navigating complex financial decisions and achieving sustainable financial wellbeing.

BESTSELLER 763 students

SKILL LEVEL Beginners+

Duration 30 Hours

Level Beginners+

5 Complete Beginner Courses

Full lifetime access

Access on mobile and TV

Get The Bundle

Description

Whether you dream of financial independence or want to start trading with confidence, this beginner’s bundle is your launchpad to success.

The Beginner’s Wealth & Trading Mastery Pack is a comprehensive, multi-module learning experience designed to give new investors and traders a solid, practical foundation in personal finance, investing, and trading.

It’s not a motivational crash course or a quick tutorial, it’s a structured educational journey built to transform how you think about money, markets, and long-term wealth creation.

Developed by financial experts and trading educators, the program combines the key disciplines of personal finance, investment management, and financial markets into one cohesive learning path.

Each module builds on the previous one, allowing learners to progress from understanding money management principles to confidently navigating the global markets.

What You’ll Master Inside

💰 Personal Finance 101 - Wealth in Action

Build a strong financial foundation before you even start investing.

This course helps you understand income allocation, saving frameworks, and the psychology behind spending habits.

You’ll learn to construct personal budgets, set achievable financial goals, and implement systems for long-term wealth accumulation.

📈 Beginner Course on Indices Trading

An introduction to one of the most stable and widely used forms of market exposure.

You’ll learn how indices represent entire market sectors, understand index weighting, and practice basic analysis techniques for identifying entry and exit points.

Perfect for beginners ready to step into the trading arena with structured risk.

📊 Investing Basics – Building Wealth Through Smart Financial Decisions

Learn how to make your money work for you.
You’ll explore investment vehicles like stocks, ETFs, and bonds, discover how risk and return are related, and practice portfolio diversification strategies.

The course emphasizes decision-making frameworks that separate emotional impulses from rational investing.

📉 Trading Fundamentals - Your Complete Beginner’s Guide to Market Success

Move from theory to execution.
This final module covers the mechanics of trading, from order types and chart reading to managing emotions and developing discipline.

You’ll understand how global macroeconomic factors influence price movement and learn to build a sustainable trading routine.

💳 Debt Management Essentials

Before wealth can grow, debt must be controlled.

This course teaches practical techniques for assessing liabilities, prioritizing repayments, and restructuring financial obligations without damaging credit health.

It also explores behavioral patterns that lead to recurring debt and strategies to avoid them.

Learning Experience

Each course combines:

Structured video lessons – focused, instructor-led sessions.

In-depth reading materials – clear explanations and market insights.

Knowledge checks & quizzes – ensuring comprehension and retention.

Practical assignments – real-world application of concepts.

Completion certificates – proof of progress and achievement.

4.3 stars out of 745 reviews

Who It’s For

1. New investors and traders ready to start with credible, structured education.

2. Individuals seeking to manage personal finances with greater confidence.

3. Professionals looking to understand financial markets and investment principles.

4. Anyone who wants to transition from passive observer to active wealth builder.

Your Outcome

By the end of this program, you’ll:

1. Understand how to manage personal and investment capital effectively.

2. Recognize opportunities and risks across multiple asset classes.

3. Know how to construct a diversified investment portfolio.

4. Be equipped to take first steps into trading with discipline and risk awareness.

5. Gain a holistic understanding of how financial decisions shape long-term wealth.

Access Details

💻 100% online and self-paced.

🎓 Instant lifetime access to all modules.

🏅 Certificate of Completion for each course.

🧠 Average total study time: 30–35 hours.

Real People, Real Wins - Check Out Their Transformations

The course strikes the perfect balance between theoretical knowledge and practical application.

"The trading module provided insights I hadn't encountered in three years of active involvement in the space. The yield optimization strategies alone paid for the course within weeks. The course strikes the perfect balance between theoretical knowledge and practical application."

Paule P., Product Manager

The downloadable templates accelerated my implementation timeline significantly

"Coming from 0 knowladge, I needed something to start from. This course delivered beyond expectations, particularly investing strategies and basis trading techniques. The downloadable templates accelerated my implementation timeline significantly."

Elena D., Beginner Trader

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