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Financial Advisor: Financial Planning and Wealth Management

CPD Certified Diploma | FREE Exam | 24/7 Tutor Support | Lifetime Access | 100% Success Rate

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Summary

Price
£15 inc VAT
Study method
Online
Duration
4 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Certificate of completion - £9.99
  • Certificate of completion - £15.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Did you know that in the UK, nearly 60% of adults do not have a financial plan in place for their future? As a result, many individuals struggle to manage their wealth effectively, leading to stress and financial insecurity. But there is a solution - become a Financial Advisor and help clients plan for their future. Our Financial Advisor: Financial Planning and Wealth Management course is designed to give you the knowledge and skills you need to become knowledgeable in the field.

Learning Outcomes:

  • Understand the fundamentals of finance and essential skills for financial advisors
  • Create comprehensive financial plans and manage personal finances
  • Learn about risk management and investment planning strategies for Financial Advisors
  • Understand divorce planning and how it affects finances
  • Master Google Analytics to monitor and improve financial performance for Financial Advisors
  • Develop effective communication skills to help clients understand complex financial concepts and make informed decisions.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Take the first step towards a career as a Financial Advisor with our comprehensive course in Financial Planning and Wealth Management. The course covers the fundamentals of finance required to become a successful financial advisor. You'll learn how to create comprehensive financial plans and manage personal finances, including making personal financial statements.

The course also covers financial risk management and assessment, as well as investment planning strategies. You'll learn about divorce planning and how it affects finances, as well as how to use Google Analytics to monitor and improve financial performance.

This course is perfect for anyone looking to become a Financial Advisor or for those who want to learn more about personal finance and wealth management. With the demand for financial advisors increasing, this Financial Advisor course will provide you with the skills and knowledge to succeed in this rewarding career.

Who is this course for?

This Financial Advisor course is ideal for:

  • Individuals who want to become Financial Advisors
  • Anyone interested in learning more about personal finance and wealth management
  • Professionals looking to expand their knowledge in finance
  • Entrepreneurs and small business owners looking to manage their finances more effectively

Career path

This Financial Advisor course will help you to pursue a range of career paths, such as:

  • Financial Advisor: £22,000 - £105,000
  • Financial Planner: £26,000 - £77,000
  • Wealth Manager: £32,000 - £120,000
  • Investment Manager: £35,000 - £125,000
  • Risk Manager: £30,000 - £95,000
  • Finance Director: £65,000 - £150,000

Questions and answers

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Certificates

Certificate of completion

Digital certificate - £9.99

Receive a digital copy of your certificate as a PDF file for only £9.99.

Certificate of completion

Hard copy certificate - £15.99

A Physical, high-quality copy of your certificate will be printed and mailed to you for only £15.99.

For students within the United Kingdom, there will be no additional charge for postage and packaging. For students outside the United Kingdom, there will be an additional £10 fee for international shipping.

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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