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Financial Intelligence for Wealth Building Diploma Course

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The Financial Intelligence for Wealth Building Diploma Course is designed to help anyone who needs a clearer understanding of how to not only manage their finances better but how to develop wealth.

The course takes a methodical approach; providing information about finances and money, the aim of which is to help students to take control of their finances, instruct on various methods of money management, remove the limitations we put on our own minds about how we think about money, and teach how to build wealth through multiple income streams and considered investments.

Who Would Benefit from the Course?

The course is relevant to anyone, despite their current earnings or financial situation. You could want help making your way out of debt, learn how to stop living payslip-to-payslip and build up an emergency fund or you could have already built up wealth but want to ensure you keep it and start getting your money to work for you, rather than the other way around. Whether you’re at one of these extremes or somewhere in-between, this course will help you to learn about the nature of money and how to build up wealth.

While this course has been created to provide information that will give students a better understanding of finances and money, it is advisable to visit a financial advisor should your situation require urgent attention.

What You'll Learn from the Financial Intelligence for Wealth Building Diploma Course

  1. Money Management and Debt Reduction
  2. Learning about Money
  3. The Monthly Payment Trap
  4. Using Credit Wisely
  5. How to get out of Debt
  6. The Basics of Budgeting
  7. Importance of Financial Intelligence
  8. Laws of Financial Freedom
  9. The Process of Financial Freedom
  10. Your Personal Balance Sheet & Financial Statement
  11. Financial Audit and Creating Your Wealth Map
  12. Gaining Control of the Expense Column
  13. Credit Rating and Understanding Your Credit Report
  14. The Money Paradigm Shift
  15. Psychology of Wealth Creation
  16. Advancing Towards a 5 Year Goal
  17. Increasing Your Streams of Income
  18. Passive Income and Active Income
  19. Analysing Opportunities to Build Your Asset Column
  20. Understanding & Building Wealth through Real Estate
  21. Understanding & Building Wealth through Automated Businesses
  22. Understanding & Building Wealth through Paper Asset
  23. Understanding & Building Wealth through Intellectual Property
  24. Understanding & Building Wealth through Network Marketing
  25. Understanding Real Estate Investment Trusts REITs
  26. Wealth & Pensions

The 1st module of the Financial Intelligence for Wealth Building Diploma Course explains how and why we need to manage our finances through adequate planning and budgeting. This will help you to gain control and ensure your security; making sure the essentials are paid for, any debt is reduced and an emergency fund is accumulated, before considering any non-essential outgoings.

Our understanding of money can be skewed by our own experiences and perceptions, leading to us not correctly grasp what money actually is and what it can do. Module 2 explains money’s place in the modern economy, general misconceptions about it, and how to apply money knowledge to improve personal wealth and financing.

You may not have heard the terminology before but you could well have already fallen into the ‘Monthly Payment Trap’. The trap is when you focus on a purchase’s monthly cost, rather than its actual total cost, and from which, if not properly budgeted for, you can quickly accumulate a lot of debt from. This is fully explained in the Financial Intelligence for Wealth Building Diploma Course’s 3rd module.

‘Credit cards’, they are almost considered taboo, but by using credit wisely it can become a great tool in managing your finances. The 4th module explains credit and how you can create healthy credit, to improve your lifestyle and make borrowing easier in the future.

Another big topic, debt and how to get out of it is covered in module 5. Here debt is explained, along with what can be done before and after debt becomes bad, the steps that can be taken to get debt under control, and the options available to you, to get out of debt.

Hopefully you have come to this course before having fallen victim to negative credit or bad debt. Whether you have or haven’t, the 6th module of the Financial Intelligence for Wealth Building Diploma Course is essential reading, as it covers budgeting. Personal budgeting is often dismissed or not even considered but by being aware of your income and outgoings, and being disciplined in your spending, you can safeguard yourself against getting in over your head financially and control debt more easily, save for retirement, and build up an emergency fund.

A key concept for those who wish to grow their wealth, is ‘financial intelligence’. This refers to the way in which we think about money, as this will govern how we manage it. It is not just about amassing knowledge about money matters but having the wisdom to know how and when to apply this knowledge. How to go about acquiring and understanding financial intelligence is the topic of the 7th module.

Another important concept in managing your financial lifestyle is ‘financial freedom’. The 8th module guides students through the laws of this concept, to aid you in making good decisions, setting priorities, growing wealth, and safe guarding your financial future.

Bringing together some of the concepts discussed earlier on the course by giving a practical guide on how to gain financial freedom, module 9 of the Financial Intelligence for Wealth Building Diploma Course teaches us that this is possible for all of us. It doesn’t require masses of money, just some changes in our personal philosophies, focus, persistence, and a strong desire to invest in yourself.

For non-financial types, the idea of creating personal balance sheets may sound daunting, but the 10th module of the course gives a gentle introduction to these documents, including an indication of their usefulness, along with how and why you should create your own.

As with balance sheets, creating financial audits is just as applicable to individuals as it is to businesses. The 11th module of the Financial Intelligence for Wealth Building Course discusses using personal financial auditing to account for outgoings, and how and why you would create an individual wealth map.

Gaining control of your finances is a step-by-step process, an important part of which is tracking your expenses; to understand where the money is going, and then control this spending. Module 12 explains expense control and how to improve cash flow.

We all have a credit history that is used by credit reporting agencies to create our credit report and credit score, which are then used by lenders, landlords, and even employers to determine our financial reliability. It is important to understand your credit report and its significance, and also how to improve your credit rating. All of this is explained in the 13th module of the Financial Intelligence for Wealth Building Diploma Course.

Money struggles often come about because of our ingrained beliefs about money, rather than how much we earn, how hard we work or the job we have. We do things a certain way and stick with it when we should be adapting and changing to improve our personal situations. As explained in module 14, the good thing about this is that with some effort we change our mindsets and our beliefs and to relate to money in a different way, which will then allow us to leave unconstructive behaviours and practices behind, and make positive changes for our futures.

As discussed in previous modules, the ability to change your financial future comes with changing your mindset. This is no overnight tasks as these beliefs are often found deep in the subconscious, created whilst we are young through our experiences and what people have told us about money and wealth. Module 15 of the Financial Intelligence for Wealth Building Diploma Course teaches students about the psychology of wealth creation; providing information about how to remove the limits of your subconscious and take on a wealthy mind-set.

You may already set goals in various aspects of your life, or you may some or even no plans. To ensure a better financial future, rather than hoping vaguely, you need to set specific, attainable goals and strive to reach them, whilst tracking your progress. With this in place, you will be able to see real change in your finances and tangible benefits from your plans. Module 16 explains the importance of and how to go about setting goals.

We’ve all heard the phrase ‘don’t put all your eggs in one basket’, the same goes when it comes to finances. The 17th module of the Financial Intelligence for Wealth Building Diploma Course explains why you should diversify your income, the types of income, and how to go about producing multiple, dependable income streams.

Carrying on from the discussions brought up in the previous module, module 18 talks specifically about active and passive incomes and the differences between these, before focussing on how to get started with creating a passive income.

Whether you are wealthy already or are trying to increase your wealth, it is important to build assets and keep liabilities to a minimum. Module 19 of the Financial Intelligence for Wealth Building Diploma Course discusses the ways how to go about investing and the various types of investments that you can make in order to build your asset column.

In order to build your assets, you need something to invest in. Modules 20-25 goes into depth about the various investment opportunities available to you, depending on what you want from an investment, how much risk you are willing to take and the growth you would like to see, and your understanding about the various sectors. The topics explained are: Real Estate, Automated Businesses, Paper Assets, Intellectual Property, Network Marketing, and Real Estate Investment Trusts REITs.

The final module of the Financial Intelligence for Wealth Building Diploma Course is all about UK pensions. This includes: the types of pensions that exist in the UK, those who are eligible for pensions, description of the UK pensions system, and personal benefits attributed to the UK pension.

Frequently Asked Questions

The Financial Intelligence for Wealth Building Diploma Course will take you up to 150 hours to complete working from home. There is no time limit for completing this course, it can be studied in your own time at your own pace. The course comes with a course assessment in the form of quizzes, written questions and short essays, once you have completed your course assessment please email or post it back to us for marking, you will then receive your feedback and certificates.

This course is certified by the IANLPC (International Association of NLP & Coaching) and the IAHT (International Alliance of Holistic Therapists), both of which are internationally recognised organisations. The IAHT certify personal development, health, fitness and nutrition courses. The IANLPC is a global support network for NLP Professionals and coaches, including the fields of Life Coaching, Hypnotherapy Business Coaching, Leadership, Nutritional, CBT, Personal Development and Holistic Therapy.

Course Syllabus

Module 1: Money Management and Debt Reduction

  • Why should we manage money?
  • Building a money management culture
  • Behaviours that signal poor money management skills
  • Getting the Right Perspective about Debts
  • Exit Debts or Manage Debt
  • Know when your debt is too much
  • The Simplest Way to See if You Have Too Much Debt
  • Summary
  • Module 1 Assessment

Module 2: Learning about Money

  • What is money?
  • Common misconceptions about money
  • How to Learn About Money
  • The Correct Application of Money Knowledge
  • Summary
  • Module 2 Assessment

Module 3: The Monthly Payment Trap

  • What is Monthly Payment Trap?
  • Avoiding the Monthly Payment Trap
  • Common Monthly Payments Trap (MPTS)
  • The Role of Interest on MPTs
  • Before You Borrow Money . . .
  • 3.6 Avoid the Credit Card Minimum Payment Trap
  • Summary
  • Module 3 Assessment

Module 4: Using Credit Wisely

  • What is Credit?
  • It Is Really About Habit
  • When you use credit wisely
  • Causes of Poor Credit
  • Benefits of Good Credit
  • Types of Credit to Avoid
  • Deceptive ads and scams
  • Summary
  • Module 4 Assessment

Module 5: How to get out of Debt

  • When Debt Becomes Bad
  • How to get out of debt: Your ten-step plan to getting your finances back under control
  • Summary
  • Module 5: Assessment

Module 6: The Basics of Budgeting

  • What is a Budget?
  • Elements of a Successful Budget
  • How to Prepare a Budget
  • Budget Cycle
  • Strategies for Creating a Budget
  • Tips to help you create a ‘Stressless' Budget
  • The Advantages of Living on a Budget
  • Other Budgetary Advantages
  • 5 Pitfalls to avoid that could destroy your Budget
  • Summary
  • Module 6 Assessment

Module 7: Importance of Financial Intelligence

  • Elements of Each Concept
  • The benefits of Financial Intelligence
  • Consequences of Poor Financial Intelligence
  • Acquiring Financial Intelligence:
  • Increase Your Financial Intelligence
  • Leverage
  • Improving your Financial Intelligence
  • Summary
  • Module 7 Assessment

Module 8: Laws of Financial Freedom

  • What Is Financial Freedom?
  • The law of cause and effect
  • The Law of Discipline
  • The Law of Conservation
  • The Law of Sacrifice
  • The Law Priority
  • The Law of Capital
  • The Law of Investment
  • The Law Of Saving
  • The Law of Insurance
  • The Law of Management
  • The Law of Diversification
  • The Law of Compound Interest
  • The Law of Accumulation
  • The Law of Attraction
  • Law of Leveraging
  • Summary
  • Module 8 Assessment

Module 9: The Process of Financial Freedom

  • 6 Steps and Processes for Financial Freedom
  • Increase your Cashflow
  • Manage your debt
  • Create an emergency fund
  • Ensure proper protection
  • Build long term savings
  • 5 Steps to Secure Financial Freedom
  • Summary
  • Module 9 Assessment

Module 10: Your Personal Balance Sheet & Financial Statement

  • Personal financial statement
  • Net worth
  • Ways to improve your net worth
  • Net worth Assessment
  • Summary
  • Module 10 Assessment

Module 11: Financial Audit and Creating Your Wealth Map

  • Personal Financial Audit
  • Financial statement analysis
  • Establishing Financial Plans Goals to Build Your Wealth Map
  • Bridging the gap
  • Financial planning a pre requisite to creating your wealth map
  • 1Road Map to Wealth Creation
  • Summary
  • Module 11 Assessment

Module 12: Gaining Control of the Expense Column

  • What is an 'Expense?'
  • What is 'Expense Control?'
  • Ways to Reduce Your Personal Expenses
  • Control Expenses And Improve Cash Flow
  • Gain Control over Your Finance
  • Summary
  • Module 12 Assessment

Module 13: Credit Rating and Understanding Your Credit Report

  • Credit Report and Score Basics
  • How to Check Your Credit Report
  • Take Credit For Your Actions!
  • How to Read and Understand Your Credit Score
  • Credit Inquiries
  • Shopping around for a car or mortgage can hurt my score
  • Summary
  • Module 13 Assessment

Module 14: The Money Paradigm Shift

  • What is a Paradigm?
  • Money: Power of Your Altitude Belief and Your Relationship with It
  • Money and your Habits
  • Paradigm You Should Embrace Habits That Will Help You
  • What Drives Reckless Spending
  • Summary
  • Module 14 Assessment

Module 15: Psychology of Wealth Creation

  • Rules for Psychology of Wealth Creation
  • Wealthy Mind-set
  • Attribute of Wealthy People
  • Habit of Wealthy People.
  • Achieving wealth slowly
  • Building Wealth as a Project in Your Life
  • Summary
  • Module 15 Assessment

Module 16: Advancing Towards a 5 Year Goal

  • The Rules of Successful Goal Setting
  • Goals Are the Building Blocks for Success
  • The Power of Intentionality and Commitment in Working towards Achieving Your Goals Setting and Pursuing Goals.
  • The Road to Wealth Is Paved With Goals
  • Creating a Financial Plan
  • Looking Towards a 5 Year Goal
  • How to Create Your Plan
  • Questions to Ask Yourself
  • Summary
  • Module 16 Assessment

Module 17: Increasing Your Streams of Income

  • Cashflow Quadrant
  • The Multiple Stream Income (MSI) Concept
  • What makes for a great source of extra income?
  • The Right Way to Create Multiple Streams of Residual Income
  • 10 Extra Income Ideas
  • The 3 Types of Income
  • Earned Income
  • Portfolio Income/ Capital Gains
  • Passive Income
  • Summary
  • Module 17 Assessment

Module 18: Passive Income and Active Income

  • The Cash Flow Quadrant – Rich Dad's Guide to Financial Freedom
  • Active Income
  • Passive Income
  • Benefit of Passive Income
  • Ways to Create Passive Income
  • Active Vs Passive Income
  • The End Game of Passive Income
  • Summary
  • Module 18 Assessment

Module 19: Analysing Opportunities to Build Your Asset Column

  • The Asset Column Concept
  • Steps involves in building asset column
  • Advantages of Long term Investment
  • SWOT Analysis of best investment options
  • Summary
  • Module 19 Assessment

Module 20: Understanding & Building Wealth through Real Estate

  • The Real Estate Investment
  • Benefit of Investing in Real estate
  • Tips Entrepreneurs need to know before investing in Real Estate
  • Ways to Invest
  • Reasons why Real estate is a great Asset
  • 10 Lethal Mistakes real estate investors often make
  • 5 Ways to build wealth through real estate
  • Recommendations to build wealth in real estate
  • Summary
  • Module 20 Assessment

Module 21: Understanding & Building Wealth through Automated Businesses

  • The Concept of Automated business
  • Steps to creating an automated business
  • Sign ones need to invest in automated business process
  • Ideas for an automated business
  • Benefits of having an automated business
  • Summary
  • Module 21 Assessment

Module 22: Understanding & Building Wealth through Paper Asset

  • The concept of paper Asset
  • Why stock investing should appeal to you
  • Steps to take when making decisions to invest in stocks.
  • Mutual fund investments
  • Why invest in mutual funds
  • Bonds
  • Determinant of a bond's interest rate
  • Key bond investment consideration
  • Summary
  • Module 22 Assessment

Module 23: Understanding & Building Wealth through Intellectual Property

  • The Concept of Intellectual Property
  • Types of Intellectual property
  • Nature of Intellectual Property
  • Wealth creation through Intellectual property
  • Summary
  • Module 23 Assessment

Module 24: Understanding & Building Wealth through Network Marketing

  • The Concept behind Network Marketing
  • The Network Marketing Tools
  • Success in network marketing
  • How to Succeed in Network Marketing
  • Network Marketing Tips for Building Massive Wealth
  • Summary
  • Module 24 Assessment

Module 25: Understanding Real Estate Investment Trusts REITs

  • Types of REITs
  • Financial benefits of REIT
  • Sector of real estate investment trust
  • Mortgage Real Estate Investment Trust
  • Global Real Estate Investment
  • Summary
  • Module 25 Assessment

Module 26: Wealth & Pensions

  • Pensions in United Kingdom
  • Eligibility for UK Pensions
  • Eligibility for State Pension
  • UK Pensions Regulators
  • Benefits for UK Pensioners
  • Summary
  • Module 26 Assessment

Our courses include comprehensive support, should you require any assistance. You can contact our friendly course advisers by telephone or by email.

Contact Details

Continued Learning

All course delegates are welcome to attend our regular, ongoing learning and inspirational events. We also hold regular inspirational events in Manchester and London for all students studying any of our courses. The events are a great way to watch live demonstrations of different techniques, learn new skills, have a practice with other students and to meet your tutors. Once you've signed up for any of our courses you will receive details of our different monthly events via email. If you cannot attend our events you can watch a live streaming of the event on our tv channel.

All courses can be paid for using our secure online payment system or via paypal. 


If you would prefer to pay via bacs payment or via cheque please email us at or call us on 0800 955 6808 for more assistance.


All of the online course materials are emailed over to you as e-documents, if you would prefer a hard copy of the course materials to be posted out to you please select this when checking out.