Financial Advisor Training Course
5-in-1 Bundle | CPD Accredited | Interactive Learning Materials | Free PDF Certificate | Tutor Support | Lifetime Access
Cambridge Open Academy
Summary
- Certificate of Completion (PDF) - Free
- Certificate of Completion (Hard Copy) - £9.99
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
Add to basket or enquire
Overview
Are you tired of navigating the intricate maze of your personal finances alone, feeling overwhelmed by the jargon and complexities? The Financial Advisor Training Course is your compass to financial security. From demystifying financial fundamentals to guiding you through private wealth management, this comprehensive programme empowers you with knowledge every individual should possess.
Learning Outcomes:
- Master the fundamentals of finance, ensuring a strong base for your advisory career.
- Develop essential skills for success in the financial advisory field.
- Create comprehensive financial plans tailored to individual client needs.
- Expertly manage private wealth and personal financial statements.
- Assess and mitigate financial risks for your clients.
- Gain proficiency in investment planning and leverage digital tools like Google Analytics.
This Bundle Consists of the Following Courses:
- » Course 01: Financial Advisor Training Course
- » Course 02: Finance: Financial Investigator
- » Course 03: Corporate Finance: Profitability in a Financial Downturn
- » Course 04: Xero Accounting - Complete Training
- » Course 05: Anti-Money Laundering (AML) Training
Certificates
Certificate of Completion (PDF)
Digital certificate - Included
Once you have successfully completed the course, you will receive a CPD Accredited PDF certificate completely free of cost as a proof of your accomplishment.
Certificate of Completion (Hard Copy)
Hard copy certificate - £9.99
Note: Delivery of hardcopy certificate is free within the United Kingdom. However, to obtain a hardcopy certificate, international students have to pay £19.99 for the shipment to their designated address.
CPD
Course media
Description
In a world where financial decisions impact every facet of your life, it's crucial to be in control. Our Financial Advisor Training Course takes you on a journey through eight modules, each a stepping stone towards financial mastery. You'll learn to construct a tailored financial plan, manage wealth effectively, and even navigate the often-overlooked world of divorce financial planning. This knowledge, combined with the strategic use of Google Analytics, will give you an unparalleled advantage. Start your journey to financial success today and ensure your financial well-being for years to come.
Join us now and become the Financial Advisor you've always aspired to be!
Course Curriculum:
- Module 01: Basic Understanding of Finance
- Module 02: Essential Financial Advisor Skills for Success
- Module 03: Create a Financial Plan
- Module 04: Private Wealth Management Concept and Making Personal Financial Statements
- Module 05: Manage & Assess Your Financial Risk
- Module 06: Investment Planning Handbook
- Module 07: Divorce Financial Planning
- Module 08: Know How to Use Google Analytics in Your Field
Who is this course for?
- Aspiring financial advisors
- Individuals seeking to take control of their personal finances
- Professionals looking to enhance their financial expertise
- Those interested in divorce financial planning
Career path
- Entry-level Financial Advisor: £30,000 - £45,000 per annum
- Senior Financial Advisor: £50,000 - £75,000 per annum
- Wealth Management Consultant: £60,000 - £100,000 per annum
- Financial Analyst: £40,000 - £70,000 per annum
- Divorce Financial Planner: £35,000 - £60,000 per annum
- Google Analytics Specialist in Finance: £45,000 - £80,000 per annum
Questions and answers
Currently there are no Q&As for this course. Be the first to ask a question.
Reviews
Currently there are no reviews for this course. Be the first to leave a review.
Add to basket or enquire
Course provided by
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.
