Wealth and Management

Wealth and management involve a comprehensive approach to evaluating and planning an investor’s current and future financial situation. By analyzing known variables, one can predict future cash flows, withdrawal plans, and asset values to ensure long-term financial security.

Many individuals work with financial planners to develop robust strategies, taking into account tax liabilities, current net worth, asset allocation, estate planning, and future retirement goals. Effective wealth and management ensures that resources are allocated wisely and financial objectives are met efficiently.

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In business, the innovation development process and financial plan go hand in hand to create new products or enhance existing ones with unique characteristics that meet customer needs. This may involve improving product formulation, presentation, or introducing entirely new offerings to satisfy emerging market demands.

This unit provides a detailed overview of the innovation development process and financial plan, covering essential topics such as financial statement preparation, retained earnings statements, income statements, balance sheets, and cash flow management. Learners will gain the skills to integrate product innovation with strategic financial planning for sustainable business growth.

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Learning OutComes

After the completion of this course learners will be able to:

Create financial projections for your business and gather funding
Create a product development plan, marketing plan, & sales strategy

Programme Content

Topics:

The Basics of Financial Statements
The Income Statement
The Balance Sheet
Cash Flow Statement
Statement of Retained Earnings
Product Development Process

Target Audience

Practitioners earning CPD hours to meet membership rules.
Job seekers reskilling for new career paths.
Students adding career-focused certificates to their CVs.

FAQs

This is a standalone course and assumes no prior knowledge.

Certificate	CPD Accredited
Study Method	Online
Course Duration	10 Hours
Start Date	On going

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#1

The Fundamentals of Finance

#2

Monitoring and Managing Budgets

#3

Decision Making- Choosing Investment Opportunities

#4

How to Start a Consulting Business

#5

Developing a Business Plan

#6

Creating a Sales and Marketing Strategy

#7

Understanding Self-Esteem and Assertiveness

#8

Introduction to Business Ethics

#9

Philosophical Approaches to Ethics

#10

Developing Codes for Office Ethics

#11

Common Ethical Dilemmas

#12

Introduction to Business Etiquette

#13

Proper ways for Business Dining

#14

Learning Organization

#15

Understanding Leadership

#16

Change Management

#17

Understanding Managers and Leaders

#18

Strategic Planning

#19

Introduction to Business Management

#20

Introduction to Operations Management

#21

Building a Corporate Brand

#22

Planning for the Future

#23

Business Ethics and Leadership Essentials

#24

Understanding Critical Thinking

#25

The Critical Thinking Process

#26

Critical and Creative Thought Systems

#27

Emotional Intelligence: An Introduction and History

#28

Emotions Management

#29

Traits of an Entrepreneur

#30

Developing a Business or Product Idea

#31

Financial Plan and Product Development

#32

Building a Marketing Plan and Sales Strategy

#33

Operational Plan

#34

Being an Entrepreneurial Leader

#35

Skills Required for Personal Efficiency and Productivity

#36

The Building Blocks of a Good Organizational System

#37

Information Management

#38

Prioritizing Work and Routines

#39

Understanding Change and Transitions

#40

Things to Consider for Job Searching

#41

Approaches for Job Searching

#42

Goal Setting Activities

#43

Evaluate your Goals

#44

Basic Research Skills

#45

Planning a Research Strategy

#46

An Introduction to Strategic Planning

#47

Development of a Strategic Plan

#48

Presenting a Strategic Plan

#49

An Introduction to Ergonomics

#50

Operations Management

#51

Getting Your Product Together

#52

Marketing Your Product

#53

Building a Technology Friendly Workplace

#54

Managing and Optimizing Technical Training and Budgets

#55

Understanding Ergonomics at Workplaces

#56

Establishing Effective Telecommunication system

#57

The Fundamentals of Business Process Management

#58

Budget Planning Basics

#59

Comparing Investment Opportunities

#60

The Basics of Business Writing

#61

The Stages of Report Writing

#62

Using Headings, Charts and Graphs

#63

The Business Proposal

#64

Influencing and Persuasion Skills

#65

The Business Environment

#66

Basics of Administrative Management

#67

Human Resource Management

#68

Marketing & Customer Services

#69

Staff Performance Management

#70

Resources Management

#71

Risk Management

#72

Creating a Marketing Plan

#73

Building Your Online Business