Personal Insurance, Finance & Investing  

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About this course

Course duration 3 hours

This course is designed to provide an introduction to the basic concepts of personal insurance, finance and investing.  

It is not designed to replace a formal education or previously gained experience.  It should add to your existing knowledge in order to increase your general understanding of this subject. Completion of the videos and quizzes and the issuance of a certificate demonstrates that you have increased your knowledge in these subjects.

The course consists of viewing short videos followed by a short quiz on the following subjects:

  1. Health insurance basics                                 
  2. Insurance explained                                       
  3. Car insurance explained                    
  4. How to manage your money: six principles of personal finance                  
  5. How to manage your money (50/30/20 rule)                                   
  6. How do tax brackets actually work                                        
  7. Capital gains taxes explained                                                 
  8. Compound interest explained                                   
  9. Depreciating assets explained                                   
  10. What are mortgages                                      
  11. What are stocks                                             
  12. What are bonds                                              
  13. How does the stock market work      
  14. What are index funds             
  15. What is a pension                                           
  16. What is inflation                                

Upon completion, a certificate and summary of the topics covered will be issued in your name.

You can log in and re-take the course at any time in case a refresher is needed for any reason such as an upcoming job interview or promotion. 

Course instructions

You are required to view each video twice before attempting the quiz. You can only move on to the next video upon successful completion of the accompanying quiz.  The pass mark is 100% – don’t worry, questions are designed to ensure you understood the video content, we are not trying to catch you out!    In case you do not pass the quiz the first time, you can re-watch the video and take the quiz again.   Once its passed, you can move on to the next module.

While watching each video, pay close attention and concentrate on the content.  Do not let any distractions reduce your concentration level.  Quiz questions will be relatively easy to answer if you have paid complete attention but difficult if you have not. 

You can complete this course in sections by logging out when you need a break. You can continue where you left off by logging in again. There is no time limit for completion.

Once completed a copy of the certificate will automatically be sent to the email address you used to register. Alternatively, you can download a copy immediately at the end of the course.

Course Content

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