Budgeting and personal finance

About Course

Course Overview

This course introduces learners to basic budgeting and personal finance skills. It supports individuals in managing income, expenses, and financial responsibilities, helping to build confidence, reduce financial stress, and promote long-term financial wellbeing.

Lesson Outline (Bitesize – 4 Lessons)

Understanding Personal Finance
Creating and Managing a Budget
Managing Spending and Saving
Financial Planning and Support

Course Content

Understanding Personal Finance
This lesson introduces the basics of personal finance. Learners explore income, expenses, needs versus wants, and financial responsibilities. The lesson helps learners understand how financial decisions impact daily life, wellbeing, and future security.

1. The Anatomy of Income and Expenses
2. The “Needs vs. Wants” Framework
3. Financial Responsibility and Wellbeing
4. Impact of Financial Decisions
Lesson 1 Quiz:

Creating and Managing a Budget
Learners are guided through creating a simple, realistic budget. This lesson covers tracking income and expenses, setting spending limits, prioritising essential costs, and adjusting budgets to reflect changing circumstances.

Managing Spending and Saving
This lesson focuses on practical money management skills. Learners explore ways to control spending, avoid unnecessary debt, plan for unexpected expenses, and build savings. The lesson highlights small, consistent habits that support financial stability.

Financial Planning and Support
Learners are introduced to basic financial planning concepts. This lesson covers setting financial goals, understanding credit and debt, recognising financial risks, and knowing when and where to seek financial advice or support services.

Student Ratings & Reviews

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About Course

Course Overview

Lesson Outline (Bitesize – 4 Lessons)

What Will You Learn?

Course Content

Understanding Personal Finance
This lesson introduces the basics of personal finance. Learners explore income, expenses, needs versus wants, and financial responsibilities. The lesson helps learners understand how financial decisions impact daily life, wellbeing, and future security.

1. The Anatomy of Income and Expenses

2. The “Needs vs. Wants” Framework

3. Financial Responsibility and Wellbeing

4. Impact of Financial Decisions

Lesson 1 Quiz:

Creating and Managing a Budget
Learners are guided through creating a simple, realistic budget. This lesson covers tracking income and expenses, setting spending limits, prioritising essential costs, and adjusting budgets to reflect changing circumstances.

1. Tracking Income and Expenses

2. Setting Spending Limits: The 50/30/20 Rule

3. Prioritizing Essential Costs

4. Adjusting to Changing Circumstances

Lesson 2 Quiz: Budgeting Logic

Managing Spending and Saving
This lesson focuses on practical money management skills. Learners explore ways to control spending, avoid unnecessary debt, plan for unexpected expenses, and build savings. The lesson highlights small, consistent habits that support financial stability.

1. Controlling Spending: The Psychology of Choice

2. Avoiding Unnecessary Debt

3. Planning for Unexpected Expenses

4. Small, Consistent Habits

Lesson 3 Quiz: Spending and Saving

Financial Planning and Support
Learners are introduced to basic financial planning concepts. This lesson covers setting financial goals, understanding credit and debt, recognising financial risks, and knowing when and where to seek financial advice or support services.

1. Setting SMART Financial Goals

2. Understanding Credit and Debt Risks

3. Recognizing Financial Risks

4. Knowing When and Where to Seek Support

Lesson 4 Quiz: Planning and Support

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About Course

Course Overview

Lesson Outline (Bitesize – 4 Lessons)

What Will You Learn?

Course Content

Understanding Personal Finance This lesson introduces the basics of personal finance. Learners explore income, expenses, needs versus wants, and financial responsibilities. The lesson helps learners understand how financial decisions impact daily life, wellbeing, and future security.

1. The Anatomy of Income and Expenses

2. The “Needs vs. Wants” Framework

3. Financial Responsibility and Wellbeing

4. Impact of Financial Decisions

Lesson 1 Quiz:

Creating and Managing a Budget Learners are guided through creating a simple, realistic budget. This lesson covers tracking income and expenses, setting spending limits, prioritising essential costs, and adjusting budgets to reflect changing circumstances.

1. Tracking Income and Expenses

2. Setting Spending Limits: The 50/30/20 Rule

3. Prioritizing Essential Costs

4. Adjusting to Changing Circumstances

Lesson 2 Quiz: Budgeting Logic

Managing Spending and Saving This lesson focuses on practical money management skills. Learners explore ways to control spending, avoid unnecessary debt, plan for unexpected expenses, and build savings. The lesson highlights small, consistent habits that support financial stability.

1. Controlling Spending: The Psychology of Choice

2. Avoiding Unnecessary Debt

3. Planning for Unexpected Expenses

4. Small, Consistent Habits

Lesson 3 Quiz: Spending and Saving

Financial Planning and Support Learners are introduced to basic financial planning concepts. This lesson covers setting financial goals, understanding credit and debt, recognising financial risks, and knowing when and where to seek financial advice or support services.

1. Setting SMART Financial Goals

2. Understanding Credit and Debt Risks

3. Recognizing Financial Risks

4. Knowing When and Where to Seek Support

Lesson 4 Quiz: Planning and Support

Student Ratings & Reviews

Useful Links

Company

Contact Info

Address

Understanding Personal Finance
This lesson introduces the basics of personal finance. Learners explore income, expenses, needs versus wants, and financial responsibilities. The lesson helps learners understand how financial decisions impact daily life, wellbeing, and future security.

Creating and Managing a Budget
Learners are guided through creating a simple, realistic budget. This lesson covers tracking income and expenses, setting spending limits, prioritising essential costs, and adjusting budgets to reflect changing circumstances.

Managing Spending and Saving
This lesson focuses on practical money management skills. Learners explore ways to control spending, avoid unnecessary debt, plan for unexpected expenses, and build savings. The lesson highlights small, consistent habits that support financial stability.

Financial Planning and Support
Learners are introduced to basic financial planning concepts. This lesson covers setting financial goals, understanding credit and debt, recognising financial risks, and knowing when and where to seek financial advice or support services.