Financial Planning and Advice
Level 4 - Online course with lifetime access
CIFA Education Management Ltd
Summary
- Certificate of Achievement - Free
- Exam(s) / assessment(s) not included in price, and must be purchased separately
- Tutor is available to students
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Overview
The Financial Planning and Advice course provides students with the essential knowledge and skills to offer effective financial advice and create comprehensive financial plans for individuals and families. Through this course, students will gain insights into financial markets, investment strategies, risk management, and client communication.
Certificates
Certificate of Achievement
Digital certificate - Included
Students will only be issued a Certificate of Achievement after sitting and passing the exam successfully.
*Exam fees are not included in the course fees.
Students will not be charged any additional fees to receive their Certificate upon completing and passing the exam successfully.
CPD
Description
The course emphasizes the importance of ethical conduct and regulatory compliance in the financial advice industry. Students will develop the ability to analyze client financial situations, identify their goals and objectives, and create tailored financial plans. The course also covers investment strategies, asset allocation, risk management, and insurance planning. Effective communication techniques and client relationship management skills are emphasized throughout the course. By the end of the course, students will be equipped to provide informed financial advice and help clients achieve their financial goals.
The Financial Planning and Advice course consists of 3 chapters
Chapter 1: Introduction to Financial Planning
Chapter 2: Financial Protection
Chapter 3: Retirement Planning
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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.