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Comprehensive UK Personal Finance Training (Udemy.com)

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

Created by: Terance Mwamuka

Last updated January 2025

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What you will 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

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Course Description

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

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Instructor Details

Terance Mwamuka

A qualified Chartered Accountant with more than 10 years big-4 accounting firms experience. A registered UK tax accountant with the Association of Taxation Technicians. I possess more than 7 years financial services experience in auditing banks, brokers, platforms and asset managers. I am currently studying an MBA at the University of Manchester a top business school. I am extremely passionate about personal finance and I am on a mission to bring personal finance knowledge to everyone.

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Reviews

4.6

162 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Shruthi on 11/19/2024

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.

By Md Ruhul Amin on 3/25/2024

"Comprehensive UK Personal Finance" is Training exceeded my expectations with its thorough content and practical insights, empowering me to take control of my financial future with confidence!

By Sabuj Molla on 3/25/2024

I learned a lot from the Comprehensive UK Personal Finance Training Course. Which will be very useful in my personal life. And also I think unemployed youths will also learn from this course to make good finance.

By Herbert Reynolds on 3/25/2024

A very good course on Personal Finance. The lecture videos are to the point, and the slides are perfect for whatever is covered in the videos. Lots of problem sets further improve the understanding of the course.

By Alex Holloway on 2/14/2024

Comprehensive and relevant, this course covers all aspects of personal finance with a focus on the UK context. It's a go-to guide for anyone wanting to take control of their financial well-being.

By Tagbir on 1/26/2024

This course offers a comprehensive overview of the Theory U framework, with a focus on its transformative potential in management. The content is well-paced and delivered with clarity, making it accessible to learners of all backgrounds.

By Graham Birchall on 1/25/2024

struggling to understand narrators accent

By Anonymized User on 1/15/2024

Terance Mwamuka your ability to explain is really amazing, Thank you very much for explaining beautifully and for giving such a beautiful and important course. We will benefit a lot from this course. Thank you.

By Nicholas Nixon on 11/8/2023

This course exceeded my expectations in every way. The depth of content and the clarity of presentation make this course a must-have for individuals seeking to enhance their financial literacy and decision-making.

By Antonio Acosta on 10/7/2023

Excellent experience performing course

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Overall Score : 92 / 100