EAP: Budgeting

Money worries can affect sleep, mood and relationships. This short course helps you build a simple budget, track your spending, tell priority debts from non-priority debts and avoid risky borrowing. It also shows where to find free, impartial debt advice and how to check whether you are missing out on benefits. It offers general information and support, not professional financial or legal advice.
Modules
3
Duration
About 20 minutes
Pass mark
80%
Assessment
8 questions from a bank of 12

Learning outcomes

  • ✓Recognise how money worries can affect wellbeing and why acting early helps
  • ✓Build a simple budget covering income, essential spending and flexible spending
  • ✓Track spending and find realistic ways to save small amounts
  • ✓Distinguish priority debts from non-priority debts
  • ✓Identify free, impartial sources of debt advice and avoid high-cost and illegal lending

Course contents

  1. Module 1: Money and wellbeing

    Video (3 scenes) · 1 lessons · 2 practice questions

  2. Module 2: Building and tracking a budget

    Video (4 scenes) · 1 lessons · 2 practice questions

  3. Module 3: Dealing with debt and getting free advice

    Video (4 scenes) · 2 lessons · 2 practice questions

  4. Final assessment & certificate