Intuit Personal Finance

The Intuit Personal Finance Certification prepares learners to make informed financial decisions throughout their personal and professional lives. Learners will gain the knowledge and practical skills required to earn income, manage spending, save effectively, invest wisely, use credit responsibly, and protect themselves from financial risks.

Through this certification, learners will develop financial literacy, budgeting skills, critical thinking, and decision-making abilities needed to build long-term financial stability and achieve personal financial goals.

Course Overview

Personal financial management is an essential life skill that helps individuals make sound decisions about earning, spending, saving, investing, borrowing, and protecting their financial future. This programme is designed to develop the practical financial knowledge required to navigate today’s complex financial environment.

Learners will gain practical experience in budgeting, banking, saving, investing, managing credit, understanding taxes, evaluating financial products, and protecting themselves from fraud and financial risks. They will also develop financial planning and money management skills needed to build wealth and achieve financial independence.

Course Overview

Duration

The programme combines classroom, practical, and workplace learning. Modules can be scheduled flexibly to meet learner and workplace requirements.

Delivery Method

The course can be delivered on-site at the learner’s business, at a training provider facility, or virtually. Accredited providers will supervise practical and workplace-based learning to meet all assessment and credit requirements.

Who Is This Course For?

Students and school leavers
Young professionals
Entrepreneurs and small business owners
Individuals planning their financial future
Employees seeking financial literacy skills
Anyone interested in personal finance and wealth creation

Cost

R4 800.00 Per Learner

Exam Objectives

Earning Income
1.1 Interpret the Details of a Pay Stub
1.2 Identify Factors Used When Filing Taxes
1.3 Compare Employment Opportunities While Considering Total Compensation
1.4 Identify Methods of Payment
1.5 Determine the Difference Between Earned and Unearned Income

Spending
2.1 Identify How Outside Influences Can Affect Spending
2.2 Identify Economic Effects on Price
2.3 Demonstrate Budgeting Skills
2.4 Compare Costs of Major Product Purchases

Saving
3.1 Identify Short-Term and Long-Term Financial Goals
3.2 Identify Features of Consumer Banking
3.3 Compare Features of Account Types

Investing
4.1 Identify the Relationship Between Risk and Return
4.2 Compare Different Investment Types
4.3 Identify Investment Costs and Income Types

Managing Credit
5.1 Compare Different Types of Lending
5.2 Identify Ways of Managing Credit and Credit Scores
5.3 Identify Options for Managing Debt
Managing Risk
6.1 Identify Types of Insurance
6.2 Identify Factors That Impact the Costs of Insurance
6.3 Identify Fraud and Consumer Protection Resources