Skip to content

Financial Advisor Training Course

CPD Certified | Free PDF Certificate included, Free Life Coaching Course | Free Retake Exam | Lifetime Access

Training Express Ltd

Summary

Price
£12 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
  • Digital certificate - Free
  • Hard copy certificate - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
6 students purchased this course

Add to basket or enquire

Overview

✩ Trusted by Over 10K Business Partners & 1 Million Students Around the World! ✩

Financial Advisor course teaches you everything on the topic thoroughly from scratch so you can achieve a certificate for free to showcase your achievement in professional life.

This Financial Advisor course is a comprehensive course designed to provide a detailed understanding of the nature of the related sector and your key roles within it.

The training materials of this Financial Advisor course are available online for you to learn at your own pace and fast-track your career with ease.

Learning Outcomes:

  • Understand the basics of finance and financial principles.
  • Develop essential skills for a successful financial advisor career.
  • Learn to create comprehensive financial plans for clients.
  • Master wealth management and personal financial statement creation.
  • Evaluate and manage financial risks and investment opportunities.
  • Apply Google Analytics for informed financial decision-making.

Key Features

  • Accredited by CPD
  • Instant e-certificate
  • Fully online, interactive Financial Advisor course with audio voiceover
  • Self-paced learning and laptop, tablet, smartphone-friendly
  • 24/7 Learning Assistance
  • Discounts on bulk purchases

Free Gifts

  • Life Coaching Course

Enrol now in this Financial Advisor course to excel!

Certificates

Digital certificate

Digital certificate - Included

Once you’ve successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

CPD

10 CPD hours / points
Accredited by The CPD Certification Service

Course media

Resources

Description

To become successful in your profession, you must have a specific set of skills to succeed in today’s competitive world. In this in-depth Financial Advisor training course, you will develop the most in-demand skills to kickstart your career, as well as upgrade your existing knowledge & skills.

The curriculum of the Financial Advisor course has been designed by experts with years of experience behind them which is extremely dynamic and well-paced to help you understand the subject matter with ease.

Course Curriculum:

  • Module 01: Introduction to Finance
  • Module 02: Essential Skill for Financial Advisor
  • Module 03: Financial Planning
  • Module 04: Wealth Management and Guide to Make Personal Financial Statements
  • Module 05: Financial Risk Management and Assessment
  • Module 06: Investment Planning
  • Module 07: Divorce Planning
  • Module 08: Google Analytics for Financial Advisors

Accreditation

All of our courses are fully accredited, including this Financial Advisor Course, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in Financial Advisor.

Disclaimer: The CPD approved course is owned by E-Learning Solutions Ltd and is distributed under license.

Certification

Once you’ve successfully completed your Financial Advisor Course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £3.99). Our Financial Advisor Course certification has no expiry dates, although we do recommend that you renew them every 12 months.

Who is this course for?

This Financial Advisor Course can be taken by anyone who wants to understand more about the topic. With the aid of this course, you will be able to grasp the fundamental knowledge and ideas. Additionally, this Financial Advisor Course is ideal for:

  • Individuals aspiring to become financial advisors in the UK.
  • Professionals seeking to enhance their financial advisory skills.
  • Career changers interested in the financial services industry.
  • Individuals aiming to specialise in areas like wealth management or divorce planning.

Requirements

Learners do not require any prior qualifications to enrol on this Financial Advisor Course. You just need to have an interest in Financial Advisor Course.

Career path

After completing this Financial Advisor Course you will have a variety of careers to choose from. The following job sectors of Financial Advisor Course are:

  • Financial Advisor - £30K to £50K/year.
  • Wealth Manager - £40K to £70K/year.
  • Investment Planner - £35K to £60K/year.
  • Risk Management Consultant - £45K to £65K/year.
  • Financial Planning Analyst - £35K to £55K/year.

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Ask a question

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

Leave a review

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.
View all
Related searches: Accountancy courses, Accounting courses, Online courses

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2024. All rights reserved.