Financial advisor Diploma Basic to Advanced

If you want to brush up on your Financial advisor knowledge and abilities, this bundle is the best option for you! Financial advisor is one of the most popular courses, yet many students are unsure of where to begin. You can save 98% off the regular price of these courses by purchasing it for only £139!

The Financial advisor bundle training allows you to learn from industry experts and swiftly acquire the specialised information and skills necessary to succeed in your chosen career path. Become a Financial advisor professional by taking this course and benefiting from a professionally crafted education.

Financial advisor bundle can help you get the information and skills necessary to excel in any field. With the Financial advisor bundle course, you'll learn all you need to know to succeed in your career as a Financial advisor professional.

This Financial advisor bundle comes with ten pure courses on Financial advisor.

• Course 1:Financial Modelling for Beginners
• Course 2:Financial Modelling for Intermediate
• Course 3:Finance and Cash management for Hospitality
• Course 4:Financial Statements Understanding and Analysis
• Course 5:Finance Career development Using Blue Ocean Strategy
• Course 6:Financial Modelling for Making Business decisions and plans
• Course 7:Corporate Finance- Working Capital Management
• Course 8:Corporate Finance MBA User Avatar
• Course 9:Capital Budgeting
• Course 10:Fraud Detection

This Financial advisor bundle comes with four courses on Dataanalysis.

• Course 11:Power BI : Data Analysis
• Course 12:Ratio Analysis for Finance & Operational Business decisions
• Course 13:How to read & Evaluate Annual reports of Listed Companies
• Course 14:Analyse Your Business

This Financial advisor bundle comes with two courses on Professional Development.

• Course 15:Microsoft Office
• Course 16:Business English

This Financial advisor bundle comes with two courses on Personal Development.

• Course 17: Time and Workload Management
• Course 18: Anger Management & Conflict Resolution Program

This Financial advisor bundle comes with two courses on Leadership & Management.

• Course 19:Leadership & Management
• Course 20:How to Lead a Team Under Immense Pressure

About 60hours are required to finish this Financial advisor bundle Program. In the event that you need help or have any queries about the Financial advisor bundle, you may contact our team of highly qualified teachers.

For a more comprehensive education, each of the courses in this program is broken down into a number of carefully developed modules. In order to demonstrate their new abilities and knowledge, students who successfully finish this program will get an electronic certificate. Set yourself apart from the competition with our Financial advisor bundle and get the training you need to get your dream career.

Your dreams may come true with our complete Financial advisor bundle. In order to better prepare for a career as a Financial advisor, students may take advantage of the Financial advisor bundle's comprehensive training. Financial advisor bundle includes everything you need to advance in your chosen field of work.

Get a head start on your professional goals by enrolling in the Financial advisor bundle. With the Bundle Course, you'll stand out from the competition and get the training you need to get your dream career.

Why is a personal and professional development courses important?

Personal and professional development courses are meant to help you reach your full potential in the workplace by developing and increasing your expertise and knowledge base. Students may learn anything from self-discipline to time management in these courses.

What transferable skills will you gain from the personal and professional development course?

The abilities learned in the personal development courses may be used in a wide variety of professions.

Personal and professional development courses will teach you a variety of transferrable skills, including:

• Effective communication skills for the workplace
• Improved self-discipline and time management
• Better business writing and reporting skills
• Improved interview etiquette
• Self-confidence in new tasks/challenges
• Establishing an all-round positive attitude

Certificate of completion

Digital certificate - Included

Certificate of completion

Hard copy certificate - Included

These Financial advisor courses were meticulously crafted by the industry specialists who collaborated on them. You'll get a comprehensive overview of the material in-depth for each and every course subject. After finishing this package, Financial advisor skills will help you start and succeed in your professional life.

Learn new skills with Global Courses’ excellent training courses now.

Course Curriculum

*** Financial Modelling for Beginners in Excel ***

Lecture 1: Introduction

• Modules in the Course
• What is a Financial Model?
• Financial Model Design
• Scenario Analysis
• Documentation

Lecture 2: Core excel concepts

• Cell References
• IF Formula
• AND Formula
• OR Formula
• Nested Formulas
• Conditional Formatting
• Data validation

Lecture 3: Your first financial model

• Inputs and assumptions
• Your first financial model – revenue
• Your first financial model – expenses
• Your first financial model – profit and loss
• Your first financial model – cashflow
• Your first financial model – adding scenarios
• Your first financial model – charts
• Your first financial model – conditional formatting
• Your first financial model – protect the workbook

*** Financial Modelling for Intermediate ***

Lecture 1: Introduction

• Modules in the Course
• Design Principles

Lecture 2: Core excel concepts

• Aggregate Functions
• Lookup Functions
• Forecasting
• Mixed References and Named Ranges
• External Links

Lecture 3: Skills

• Error Checks
• Goal Seek
• WACC
• NPV and IRR

Lecture 4: Your first financial model

• Introduction
• Staff Expenses
• Staff Expenses Summary
• Revenue
• Market Analysis
• Profit and Loss
• NPV IRR
• Payback Period
• Scenario Analysis

***Finance and Cash management for Hospitality***

Module 1: Fundamentals and understanding concepts

• Introduction and Basis of Projections

Module 2: Making future plans and potential revenue generating activities

• Making future plans and potential revenue generating activities

Module 3: Operational Plans that need to be looked at

• Operational Plans that need to be looked at

Module 4: Cost management Practices at hotel and ABC system

• Cost management Practices at hotel and ABC system

Module 5: Other Matters before practical exercise

• Other Matters before practical exercise

Module 6: Financial Model and Working on Financial model

• Room Revenue Budget Template
• F&B Revenue Budgeting Template
• Banquet and Other operating Departments
• Headcount Budget
• Payroll and Other Cost Budgeting
• Other hotel operational Expenses
• Cash Budgeting Exercise

***Financial Statements Understanding and Analysis***

Module 1: Overview of FInancial Statements

• Course Conents
• Introduction to Financial Statements
• Basic Accounting Concepts
• Assumptions and requirements
• Elements of financial statements

Module 2: Balance Sheet

• 1. Overview of Balance Sheet
• 2. Elements - Assets 1
• 3. Elements - Assets 2
• 3. Elements - Assets 3
• 4. Elements - Liabilities
• 5. Control Aspects
• 6. Itens not in Balance Sheet

Module 3: P&L

• P&L Intro
• P&L - Income
• Trends Analysis
• Expenses
• Pitfalls and concerns

Module 4: Ratio

• Ratio Analysis Part 1
• Ratio Analysis Part 2
• Summarised concerns

Module 5: Cash Flows

• Intro to Cash Flow Statement
• Cash Flow Activities

Module 6: Balance Score Card

• Intro to Balanced Score Card
• Steps in Balance Score Card
• Balance Score Template

Module 7: MIS

• MIS Intro
• Sample of Reports

***Finance Career development Using Blue Ocean Strategy***

Module 1: Introduction

• What is Blue Ocean Strategy

Module 2: Methods used in Blue Ocean Strategy - Value Innovation and $ Actions

• Methods used in Blue Ocean Strategy - Value Innovation and $ Actions

Module 3: Applying Blue Ocean Strategy for Career, Future Business Trends

• Applying Blue Ocean Strategy for Career, Future Business Trends

Module 4: How you can apply 4 Point Action for career planning

• How you can apply 4 Point Action for career planning

Module 5: What is Personal Brand and Step1 in creating PB

• What is Personal Brand and Step1 in creating PB

Module 6: Steps 2 to 8 in Personal Branding

• Steps 2 to 8 in Personal Branding

Module 7: Example of a Linked in Profile for personal Branding

• Example of a Linked in Profile for personal Branding

Module 8: Summarising the way forward in career development

• Summarising the way forward in career development

*** Financial Modelling for Making Business decisions and plans ***

Module 1: Introduction

• Introduction to the Business Process
• What is Financial Modelling
• Starting Point of a Financial Model
• Key Features of Clear Financial Model and How to get Started
• First Steps before Starting to create Financial Model and Linking Business Model

Module 2: Case Study - Restaurant - Basic Model for Selecting initial Location

• CS-1. Starting with end in mind-Comparative P&L
• Customer Acquisition Model
• CS-3. Revenue and Cost Models
• CS-4. Adding Product and modelling labour and other Costs
• CS-5. Modelling Capital Investments and ROI calculations

Module 3: Business Planning and Financial Model

• BP-1 Detailed Customer Acquisition Model and Revenue Model
• BP-2 Cost of Sale Model
• BP-3 Modelling Labor cost
• BP-4 Modelling Other Operating Expenses
• BP-5 Modelling Income Statement and Cash Flows
• BP-6 Modeling Balance Sheet
• BP-7. Fixing the errors in Financial Model and brief of IRR

***Corporate Finance- Working Capital Management***

Module 1: Working Capital Management

• Introduction to working capital management
• What is working capital and What are working capital elements
• What are the benefits and cost of various working capital elements 1
• Operating and Cash Conversion Cycle with Practical example
• Cash Conversion Cycle of Different companies
• Working Capital Impact on Company Value
• Understanding working capital requirements and different approaches in management
• Understand Trade Credits in Business
• How do we manage Receivables
• Understanding how to change credit policies and evaluate the impact
• Monitoring Receivables
• Payables Management
• Inventory management and Pro and Cons of high inventory
• Inventory management EOQ, Reorder levels, lead time
• ABC system of managing inventory
• Cash Management Process

***Corporate Finance MBA User Avatar***

Module 1: Working Capital Management

• Introduction to working capital management
• What is working capital and What are working capital elements
• What are the benefits and cost of various working capital elements 1
• Operating and Cash Conversion Cycle with Practical example
• Cash Conversion Cycle of Different companies
• Working Capital Impact on Company Value
• Understanding working capital requirements and different approaches in management
• Understand Trade Credits in Business
• How do we manage Receivables
• Understanding how to change credit policies and evaluate the impact
• Monitoring Receivables

Plus More

Certification

You will get an immediately recognised e-certificate upon successful completion of the Financial advisor courses. Our courses are completely approved and include the most up-to-date industry information and abilities, allowing you to become an expert in the area. The certificate is also available in physical form and may be sent to your address. There will be a £5.99 delivery fee inside the UK and £16.99 for international delivery.

A highly driven person who wants to improve their professional abilities and train for the career they desire can benefit from the Financial advisor bundle. Individuals who want to get in-depth knowledge about Financial advisor and stay up to speed with the most recent information may benefit from taking this Financial advisor courses.
Invest in yourself now by taking the Financial advisor bundle and expanding your professional skillset from the convenience of your own home!

The Financial advisor bundle has no official entrance criteria, and anybody may join! This bundle is open to anybody who enjoys learning and is willing to put in the effort.
You may learn online using any internet-connected device, such as a computer, tablet, or smartphone. You may study whenever it is convenient for you and finish the Financial advisor courses at your own speed.
All students must be above the age of 16 and have a love for learning and reading.

This Financial advisor bundle can help you land the career you want in the field. Regardless of your current job situation, the training will help you advance your career. As you complete this Financial advisor courses, you may be able to explore a variety of professional opportunities.

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