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Financial Analysis for Mortgage & Financial Advisor

3 in 1 CPD Certified Courses for 2023 | 34 Updated Learning Materials | Free PDF Certificate | Get Lifetime Access


NextGen Learning

Summary

Price
£21 inc VAT
Study method
Online
Duration
14 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
15 CPD hours / points
Certificates
  • Certificate Of Completion - Free
  • Certificate Of Completion - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Did you know that the average salary for Mortgage Advisors and Financial Advisors in the UK is around £30,000 to £60,000 per year? Such professions require a deep understanding of complex financial landscapes, and that's where our bespoke course bundle comes into the picture. Our rigorous training module will equip you with the knowledge to break into this lucrative field, explore your potential and set your path to increase your yearly earnings. Introducing our three-course bundle: "Financial Analysis for Mortgage & Financial Advisor" that offers in-depth theoretical knowledge in finance, enhancing career prospects, increasing earning potential, and providing a comprehensive understanding of mortgage advising, tax accounting, and financial advising.

Immerse yourself in our carefully curated three-course bundle titled "Financial Analysis for Mortgage & Financial Advisor". Each course within the bundle, which includes the "Mortgage Advisor Course", "Advanced Tax Accounting", and "Finance: Financial Advisor", has been thoughtfully designed to ensure that you gain profound insights into the different facets of financial advising. Enrich your knowledge base, boost your understanding of complex financial concepts, and set yourself apart in the fast-paced world of finance with our comprehensive training package.

This bundle includes the "Mortgage Advisor Course", the "Advanced Tax Accounting", and "Finance: Financial Advisor" course. Our training will cover a comprehensive range of financial topics, from the nitty-gritty of mortgage advising to the broader aspect of financial advising, all while delving into the intricate details of tax accounting.

Immerse yourself in these diverse, enthralling subjects, each designed to fuel your curiosity and enhance your knowledge. Dive in now!

The courses in this bundle include:

  1. Mortgage Advisor
  2. Advanced Tax Accounting
  3. Finance: Financial Advisor

Learning Outcomes:

  • Acquire an in-depth understanding of the mortgage advising process and the financial advisor's role.
  • Gain knowledge on advanced tax accounting principles and how they relate to financial advising.
  • Develop analytical skills to assess and advise on various financial products.
  • Learn the strategies to manage wealth and advise clients on financial planning.
  • Understand the ethical and regulatory aspects of the financial industry.
  • Develop skills to communicate complex financial concepts to clients effectively.

Certificates

Certificate Of Completion

Digital certificate - Included

Certificate Of Completion

Hard copy certificate - £9.99

Unlock your potential and showcase your accomplishments with our CPD Quality Standards certificates!

Upon successful completion of the course, learners can obtain a CPD Quality Standards PDF certificate for Mortgage Advisor absolutely free!

Upon finishing Advanced Tax Accounting and Finance: Financial Advisor, you'll have the opportunity to obtain valuable proof of your achievement. For just £4.99, we'll send you a CPD Quality Standards PDF Certificate via email, or if you prefer, you can get a beautifully printed hardcopy certificate for £9.99 in the UK. If you're located internationally, don't worry! We offer a printed hardcopy certificate for £14.99, ensuring your success knows no boundaries. Grab your certificate and celebrate your success today!

CPD

15 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Our "Mortgage Advisor Course" is meticulously designed to elucidate the complexities of the mortgage advising process. It covers key financial concepts and relevant regulations in the industry to help you guide prospective homeowners effectively.

The "Advanced Tax Accounting" course is a deep dive into the world of taxation. It focuses on both basic and advanced tax principles, offering you the knowledge needed to understand, compute, and explain tax-related financial matters.

Lastly, our "Finance: Financial Advisor" course will develop your proficiency in offering sound financial advice. With a concentration on wealth management, retirement planning, and investment strategies, this course will elevate your understanding of the financial landscape.

Who is this course for?

  • Aspiring financial advisors looking to enhance their theoretical knowledge.
  • Individuals aiming to build a career as mortgage advisors.
  • Finance students seeking an in-depth understanding of advanced tax accounting.
  • Professionals in the financial sector who are aiming to broaden their skills.
  • Any individuals who are interested in deepening their knowledge in financial advising and tax accounting.

Career path

  • Mortgage Advisor: £30K to £50K/year.
  • Financial Advisor: £30K to £60K/year.
  • Tax Accountant: £25K to £45K/year.
  • Wealth Management Advisor: £40K to £70K/year.
  • Retirement Planner: £35K to £55K/year.
  • Investment Strategist: £50K to £80K/year.
  • Portfolio Manager: £60K to £90K/year.

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FAQs

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.