Introduction to Managing Personal Finances

Course Content

Course Content

This is a 1-week non-accredited introduction to managing personal finances, which needs to be completed prior to progressing to the TQUK Level 1 Award in Managing Personal Finances.
This course covers:
• An overview of the TQUK Qualification
• English, maths and ICT skills needed to complete the course
• Assessing your current English, maths and ICT qualifications
• How will I learn?
• What are the possible progression options?
• Is this the right course for me?
• Assessment format
• Time commitments needed, attendance and planned end dates
You will develop skills and knowledge to manage books effectively. It includes manually completing a cash book, balancing an account & calculating VAT.

To be eligible for funding for courses you must be over 19 years of age as at 31st August 2023 and not be an apprentice, further eligibility may be linked to where you live and we will check that at enrolment stage and may contact you for further information or refer you to alternative provision.

You will need access to a laptop or computer & email.
This course will be delivered online using Teams. You will need access to the internet and an email account. Your teacher will contact you via Teams/email, and you will have the opportunity to contribute to group discussions. You may be given tasks to complete at each session and online demonstrations. You will also need a pen, paper & calculator.

Verbal and/or written feedback will be provided throughout this course.
You will be expected to complete homework before you can progress onto the accredited qualification.

You will achieve an understanding of the requirements of the TQUK qualifications, particularly the Level 1 Award in Managing Personal Finances.

You may wish to progress to Level 1 Award in Managing Personal Finances

10:00 AM - 12:00 PM
Concessions may be available based on income and benefit status

Helping you financially

  • 92% of our learners receive full funding for their learning. Our mission is to support you on the right learning path (T&C apply).
  • We can offer financial support relating to childcare costs, travel costs, course fees, books etc. (T&C apply).
  • You can pay for your course in instalments (over £100). Please ask for details.
  • English, maths including GCSEs and computing courses (up to Level 1) are FREE subject to eligibility (adult learners aged 19+ at 31st August 2023).
  • Qualification courses at Level 2 or below are FREE if your individual employed/self employed income is below £20,319.
  • If you have not yet achieved a Level 3 qualification or equivalent, you could learn for FREE.
  • Don’t worry if you have already gained a Level 3 qualification, but want to change your career path and try something new – you can apply for an Advanced Learner Loan which you start to pay back when you earn over £27,295.
  • From April 2023, some Level 3 courses will be available for FREE to adults who are unemployed or earning below the National Living Wage annually (£20,319), even if you already have a Level 3 qualification or higher. This funding is part of the ‘Level 3 Free Courses for Jobs’ offer and you will find a full list of qualifications included in this offer here https://www.gov.uk/government/publications/find-a-free-level-3-qualification/list-of-free-level-3-qualifications-available-to-eligible-adults

If you are unsure on what price you should pay, please contact us on 01609 536066 or email adultlearningservice@northyorks.gov.uk