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Financial Planning for Financial Advisor

Spring Flash Sale | 30-in-1 Bundle| CPD Certified | 300 CPD Points| Gifts: Hardcopy + PDF Certificate + SID (Worth 300)


Apex Learning

Summary

Price
£44 inc VAT
Study method
Online
Course format What's this?
Video
Duration
90 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
300 CPD hours / points
Certificates
  • Digital certificate - Free
  • Hard copy certificate - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

Add to basket or enquire

Overview

***24 Hour Limited Time Flash Sale***

►►►Complete Financial Planning for Financial Advisor Admission Gifts ◄◄◄

★★ FREE PDF & Hard Copy Certificate| PDF Transcripts| FREE Student ID| Assessment| Lifetime Access| Enrolment Letter★★

Tired of browsing and searching for a Financial Planning for Financial Advisor course you are looking for? Can't find the complete package that fulfils all your needs? Then don't worry as you have just found the solution. Take a minute and look through this extensive bundle that has everything you need to succeed.

After surveying thousands of learners just like you and considering their valuable feedback, this all-in-one Financial Planning for Financial Advisor bundle has been designed by industry experts. We prioritised what learners were looking for in a complete package and developed this in-demand Financial Planning for Financial Advisor course that will enhance your skills and prepare you for the competitive job market.

Furthermore, to help you showcase your expertise in Financial Planning for Financial Advisor, we have prepared a special gift of hardcopy and PDF certificate for the title course completely free of cost. These certificates will enhance your credibility and encourage possible employers to pick you over the rest.

This Financial Planning for Financial Advisor Bundle Consists of the following Premium courses:

  • Course 01: Financial Advisor
  • ⇒ Course 02: Financial Analysis
  • ⇒ Course 03: Banking and Finance Accounting Statements Financial Analysis
  • ⇒ Course 04: Level 2 Financial Planning and Management Course
  • ⇒ Course 05: Budget Analysis and Financial Reports Diploma
  • ⇒ Course 06: Financial Investigator
  • ⇒ Course 07: Corporate Finance: Profitability in a Financial Downturn
  • ⇒ Course 08: Financial Modelling Course
  • ⇒ Course 09: Accounting and Finance Diploma
  • ⇒ Course 10: Financial Modelling for Decision Making and Business Plan
  • ⇒ Course 11: Basic Business Finance
  • ⇒ Course 12: Financial Risk Management
  • ⇒ Course 13: Corporate Finance: Working Capital Management
  • ⇒ Course 14: Financial Statement Analysis Masterclass
  • ⇒ Course 15: Finance and Cash Management for Hospitality
  • ⇒ Course 16: Improve your Financial Intelligence
  • ⇒ Course 17: History of Corporate Finance In a Nutshell
  • ⇒ Course 18: Presenting Financial Information
  • ⇒ Course 19: Investment Analyst
  • ⇒ Course 20: Passive Income Masterclass 102 Ultimate Guide to Financial Security
  • ⇒ Course 21: Accounting and Tax
  • ⇒ Course 22: HR, Payroll, Paye, Tax Professional Diploma
  • ⇒ Course 23: Insurance Agent Training
  • ⇒ Course 24: Passive Income – An Ultimate Guide
  • ⇒ Course 25: Financial Wellness: Managing Personal Cash Flow
  • ⇒ Course 26: Credit Analyst
  • ⇒ Course 27: Debt Management
  • ⇒ Course 28: Economics
  • ⇒ Course 29: Anti-Money Laundering (AML)
  • ⇒ Course 30: Professional Personal Finance Course

Also, our experts are available to answer your queries on Financial Planning for Financial Advisor and help you along your learning journey. Advanced audio-visual learning modules of these Financial Planning for Financial Advisor courses are broken down into little chunks so that you can learn at your own pace without being overwhelmed by too much material at once.

Enrol now in Financial Planning for Financial Advisor to advance your career, and use the premium study materials from Apex Learning.

Why Choose Apex Learning as your Learning Partner?

  • Standout by earning a CPD Accredited Certificate upon completion.
  • Gain lifetime access to the course materials and keep your skills on-check anytime.
  • Our tutors are available 24/7 to answer your questions throughout the program.
  • The program has been designed to be clear and easy to understand
  • Receive a free Student ID Card as part of the program (£10 applicable for international delivery).

Certificates

Digital certificate

Digital certificate - Included

You will get the PDF Certificate for the title course Financial Advisor absolutely Free!

Other PDF Certificates are available for £9.99 each.

Hard copy certificate

Hard copy certificate - Included

You will get the Hard Copy certificate for the title course Financial Advisor absolutely Free! Other Hard Copy certificates are available for £14.99 each.

Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.

CPD

300 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Invest in your future with this comprehensive course designed to unlock valuable skills and propel you towards your goals. Our easy-to-understand materials make learning accessible, regardless of your background. This isn't just a course; it's a lifelong resource. You'll have lifetime access to revisit lessons and solidify your knowledge whenever needed.

Plus, our dedicated tutors are available 24/7 to provide expert support every step of the way. Enrol now and receive a complimentary student ID card – a symbol of your commitment to learning. This course is your key to success, so don't miss out on this valuable opportunity!

Moreover, this diploma offers learners the opportunity to acquire the skills that are highly valued in the field of Financial Advisor. With this Certification, graduates are better positioned to pursue career advancement and higher responsibilities within the Financial Advisor setting. The skills and knowledge gained from this course will enable learners to make meaningful contributions to Financial Advisor related fields, impacting their Financial Advisor experiences and long-term development.

Course Curriculum of Financial Planning for Financial Advisor Bundle:

Course 01: Financial Advisor

  • 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

Course 02: Financial Analysis

  • Section 01: Introduction
  • Section 02: Profitability
  • Section 03: Return Ratio
  • Section 04: Liquidity Ratio
  • Section 05:Operational Analysis
  • Section 06: Detecting Manipulation

Course 03: Banking and Finance Accounting Statements Financial Analysis

  • Section 01: Introduction and Welcome to the Course
  • Section 02: Introduction to Accounting
  • Section 03: Introduction to Financial Statements
  • Section 04: Understanding Working Capital
  • Section 05: Introduction to Financial Analysis
  • Section 06: Financial Analysis - Case Study and Assignment
  • Section 07: Financial Ratio Analysis in Corporate Finance
  • Section 08: Financial Modelling for Mergers and Acquisitions
  • Section 09: Course Summary and Wrap-Up

=========>>>>> And 27 More Courses <<<<<=========

How will I get my Certificate?

After successfully completing the course, you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement.

  • PDF Certificate: Free (Previously it was £9.99*30 = £299.7)
  • Hard Copy Certificate: Free (For The Title Course: Previously it was £14.99)

Who is this course for?

Anyone from any background can enrol in this Financial Planning for Financial Advisor bundle.

Requirements

Our Financial Planning for Financial Advisor course is fully compatible with PCs, Macs, laptops, tablets and Smartphone devices.

Career path

Having this Financial Planning for Financial Advisor expertise will increase the value of your CV and open you up to multiple job sectors.

Questions and answers

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

Reviews

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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.