Skip navigation

Personal Finance with the Personal Finance Society

Job sector: Accounting, Banking & Finance

Powered by

Springpod

Overview: 

Interested in a future in finance? This programme will help you find your niche! You’ll lay the foundations as you explore personal finance and its diverse elements. You may not have realised it, but there is a huge variety of roles within this profession! You’ll learn more about all the different careers available and gain deeper insight through activities, quizzes and interactive live webinars with industry professionals.

What’s Included: 

From advising to paraplanning- you’ll gain a foundational knowledge of all things personal finance!  You’ll discover what roles are available, which skills you will need to succeed, and what pathways you can take to be successful. You’ll get a real sense of the various work available in this diverse area. You’ll complete a series of quizzes and activities to help build your understanding of the profession.

What's covered in this Virtual Work Experience

Introduction to Personal Finance

Maybe you’d like to be the next self-made millionaire. Well, those folks got started with an understanding of personal finance. How much do you know about managing money? In this section, you’ll build a foundational knowledge of the Personal Finance Society and the dynamic careers available in personal finance! You’ll master some budgeting basics and complete an activity to set you up for success. Last up, your assumptions about this industry will be put to the test in a myth-busting activity.

Financial Planning

If you want a future in financial planning, good news! There’s an array of roles that you can move through. Or you can stay and progress in one role. Either way, you’re in store for a successful and rewarding career. Discover each role’s responsibilities and required qualifications! You’ll also build an understanding of UK Financial Services, Regulation and Ethics and complete an activity all about financial advice. Complete with a quiz to test your knowledge, let’s get started!

Paraplanning

Have you ever heard of paraplanning before? Curious to find out what this term means? In this module, you’ll really get to grips with paraplanning and understand how it differs from being a financial advisor. Did you know that paraplanning roles can lead to becoming a financial advisor, or be a rewarding career of their own? You’ll learn the responsibilities and qualifications of a paraplanner and put your skills to the test in an activity where you’ll make recommendations to a hypothetical client!

Mortgage Advice

Maybe you’ve heard a family member talking about their mortgage, but how much do you actually know about how all this works? This module will introduce you to mortgages and take a deep dive into how mortgage broking works! You’ll discover pathways into this area, and what skills you’ll need to succeed. Complete with an activity and a quiz to boost your understanding of this vital topic now!

Retirement Advice

Retirement may seem ages away, but have you considered there could be an exciting career waiting for you in this area? You’ll learn about pension plans and retirement options, discovering what it takes to advise folks on their retirement! You’ll even get to give some retirement advice in an activity and test out your skills in a quiz.

Employability Skills

What types of skills are needed for a successful career in personal finance? In this module, you will find out! A breakdown of key employability skills will set you up for success! You’ll discover a professional map. You’ll then synthesise everything you’ve learned into two final activities!
Award
Certificate of completion
Programme dates
19 August 2024 - 16 April 2027
Start now

Similar virtual work experiences

See all

Frequently Asked Questions

I have a question about my application or programme eligibility

When will I hear back if I have been successful with my application?

Once you have applied for your programme, you will receive a confirmation email. You will be notified about the outcome of your application via email at least 3 days before the programme start date. Good luck!

Can I apply to multiple programmes?

Yes, you can sign up to multiple programmes with us. The live talks will be available as recordings, so you can catch up on any potential clashes.

Who can take part in the programme? (Age limits, some programmes have location constraints but most don’t etc.)

Most of our programmes require students to be in school/college. Some programmes require students to be based in specific regions of the UK, this is stipulated by the organisations themselves, and is not defined by Springpod.

However, the ages mentioned on our programmes are more of a guideline than a strict limit. As such, we more than welcome older students to apply as well!

I have a question about my assignment

How long does it take for assignments to be reviewed?

Assignments can take up to a week or longer to review and be marked complete. Rest assured, it will be reviewed soon and your certificate will be generated once your programme has been marked as complete.

What do I do if I upload the wrong file?

If you make a mistake when uploading a file, please email hello@springpod.com. We will be able to make a note on our system. Don’t worry, the outcome of your programme will not be affected by this.

I have a question about the programme dates, deadline or workload

How long will I have to complete this programme?

There is no specific cut-off deadline for completing your programme (although, if possible, we would encourage you to complete all the work within the time frame, alongside the live webinar sessions).

When does the programme start?

Our programmes have various start dates, you can find the exact date on the programme website page. These are available here: https://www.springpod.com/virtual-work-experience/search

You will be notified if your application has been successful, 3 days before the programme start date.

What happens if I can't finish the work experience in time?

All programme material will remain accessible after the end date of the programme. Students can continue to work through their programme after the official end date. Although, if possible, we would strongly encourage students to complete all the work within the time frame, alongside the live webinar sessions.

How much work is required for these programmes? (Will I be able/should I complete more than one programme at a time)?

There is around 10 hours worth of work in total, spread across a two week period. The live talks will be available as recordings, so you can catch up on any work whenever possible.

When do the programmes run? (programme structure etc.)

Once you have access, you can view and complete the material as and when you can, within the time frame of the course in question (for example, within a two week period). In total, there is around 10 hours worth of work. The live talks will take place during weekday working hours. However, all live talks will be available as recordings and the courses can be completed at your own convenience. . There is no specific cut-off deadline for completing your programme (although, if possible, we would encourage you to complete all the work within the time frame, alongside the live webinar sessions).

I have a question about the live talks

What happens if I can't make a live talk/webinar?

All live talks will be available as recordings. You can access these at the same link used to access the live event. So don’t worry if you can’t attend a live webinar, a recording will be available for you to access through your programme within 24 hours of the live event finishing.

What software is required for the live talks?

We use a piece of software called BigMarker. It is a cloud based video hosting software. It requires no installations or downloads on your end, and will provide everything you need to join the live webinars through one simple link.

Will I be able to ask questions/do I have to have my microphone on?

You will have a chance to ask questions at the end of each webinar. These questions are typed out and then read to the presenter by the host of the live talk. There is no need to speak, and all student microphones will be muted for the duration of the live webinar.

I have a question about the certificate

Will I receive a certificate on completion of the programme?

You will receive a certificate on completion of your programme. It will be made available to download whenever your programme is marked as complete.

Personal Finance with the Personal Finance Society

Job sector: Accounting, Banking & Finance

Award
Certificate of completion
Programme dates
19 August 2024 - 16 April 2027

Ready to find out if this career is right for you?

Start now