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Level 4 Financial Advisor Certification - CPD Approved

CPD Certified | 25-in-1 Bundle | Basic to Advanced | FREE PDF & Hardcopy Certificate | Exam & Tutor Support Included


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Summary

Price
Save 10%
£249 inc VAT (was £279)
Or £83.00/mo. for 3 months...
Offer ends 05 May 2025
Study method
Online
Duration
125 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
250 CPD hours / points
Certificates
  • CPD Accredited Certificate - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

9 students purchased this course

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Overview

24 Hour Flash Deal **25-in-1 Financial Advisor Certification Mega Bundle**

►►► Financial Advisor Certification Enrolment Gifts ◄◄◄ **FREE PDF Certificate**FREE PDF Transcript ** FREE Exam** FREE Student ID ** Lifetime Access **FREE Enrolment Letter **

The Level 4 Financial Advisor Certification – CPD Approved is a complete training package for individuals aiming to provide professional financial advice in areas such as investments, retirement planning, tax, and risk management. With the UK financial landscape constantly evolving, clients are increasingly looking for certified advisers who can offer accurate, tailored financial guidance. This course equips learners with the skills to support clients in achieving long-term financial stability, whether they are saving for retirement, investing in property, or building portfolios in capital markets.

The course also covers the essentials of tax planning, capital budgeting, forex trading, and internal auditing, giving learners the technical ability to advise individuals, sole traders, or businesses. CPD approval ensures the course meets recognised industry standards, making it suitable for both new entrants and professionals looking to upskill. Learners also gain an awareness of regulatory compliance, including AML, fraud detection, and business law, which is essential in today’s financial services environment. This certification provides a path to meaningful work in finance, helping individuals and businesses make informed money decisions.

Why Should People in the UK Learn About This Topic?
  • The UK has over 27,000 authorised financial advisers, with high demand for new professionals (FCA).

  • Advisers help manage over £1.3 trillion in client wealth (ABI).

  • Financial advice boosts long-term returns by up to 35%, according to UK consumer reports (Royal London).

In this exclusive Financial Advisor Certification bundle, you hit the jackpot. Here’s what you get:

  • Step-by-step Financial Advisor Certification lessons
  • One-to-one assistance from Financial Advisor Certification professionals if you need it
  • Innovative exams to test your knowledge after the Financial Advisor Certification course
  • 24/7 customer support should you encounter any hiccups
  • Top-class learning portal
  • Unlimited lifetime access to all twenty-five Financial Advisor Certification courses
  • Digital Certificate, Transcript and student ID are all included in the price
  • PDF certificate immediately after passing
  • Original copies of your Financial Advisor Certification certificate and transcript on the next working day
  • Easily learn the Financial Advisor Certification skills and knowledge you want from the comfort of your home

Certificates

CPD Accredited Certificate

Digital certificate - Included

  • CPD Accredited e-Certificate - Free
  • CPD Accredited Hardcopy Certificate - Free
  • Enrolment Letter - Free
  • Student ID Card - Free

CPD

250 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This diploma includes 25 expert-led modules beginning with the Level 4 Financial Advisor Certification and Financial Management Professional Training. These modules provide the foundation for offering tailored advice, understanding financial instruments, and supporting client goals. The course continues with focused learning in Pension Consultancy, Retirement Planning, and Investment Strategies, enabling learners to assist clients across all stages of life.

Advanced training includes Capital Budgeting, Stock Market Investment, Forex Trading, Investment Banking Operations, and Real Estate Investment, giving learners a rounded knowledge of different asset classes. These modules prepare individuals to assess risk, forecast returns, and construct investment strategies that align with client needs.

To support financial regulation and integrity, learners cover Advanced Tax Accounting, Tax Strategy and Financial Planning, AML, Fraud Detection, and Risk Management. These modules help ensure clients receive advice that complies with UK legal frameworks. Additional courses in Business Law, Commercial Law, Internal Audit, and Financial Risk Management provide depth for those advising entrepreneurs, SMES, or high-net-worth clients.

Modules in Budgeting, Business Analysis, and Sales Skills support client acquisition and communication, while Leadership and Management Training helps prepare learners for senior roles or independent consultancy. This well-rounded course offers a solid base for entry into the financial advisory profession and builds a skill set relevant across banking, insurance, investments, and private finance.

This Financial Advisor Certification Bundle consists of the following career-oriented courses:

  • Course 01: Level 4 Financial Advisor Certification
  • Course 02: Financial Management Professional Training Certification
  • Course 03: Pension Consultant Certification: Expertise in Retirement Planning
  • Course 04: Investment: Complete Investing Course
  • Course 05: Stock Market Investment: Plan for Retirement
  • Course 06: Capital Budgeting & Investment Decision Rules
  • Course 07: Investment Banking Operations Professional
  • Course 08: Real Estate Investment and Property Management Diploma
  • Course 09: Tax Strategy and Financial Planning
  • Course 10: Advanced Tax Accounting
  • Course 11: Sales Skills
  • Course 12: Business Analysis Level 3
  • Course 13: Making Budget & Forecast
  • Course 14: The Infinite Banking Concept: Privatising Your Financial Future
  • Course 15: Risk Management
  • Course 16: Business Law
  • Course 17: Commercial Law
  • Course 18: Leadership & Management Training
  • Course 19: Internal Audit and Risk Control Training
  • Course 20: Forex Trading
  • Course 21: Financial Statements Fraud Detection Training
  • Course 22: Anti Money Laundering (AML)
  • Course 23: Sole Trader Financial Statements: A Practical Guide
  • Course 24: Financial Risk Management: Strategies for Success
  • Course 25: Accounting Fundamentals Diploma

Who is this course for?

This Financial Advisor Certification training is suitable for —

  • Students
  • Recent graduates
  • Job Seekers
  • Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise in Financial Advisor Certification
  • Want to progress career towards the LIBF Level 4 Diploma for Financial Advisers

Requirements

To participate in this Financial Advisor Certification course, all you need is —

  • A smart device
  • A secure internet connection
  • And a keen interest in Financial Advisor Certification

Career path

Financial Adviser – £38K

Investment Consultant – £40K

Wealth Manager – £42K

Retirement Planner – £36K

Tax Adviser – £34K

Risk Manager – £38K

Financial Consultant – £37K

Budget Analyst – £33K

Forex Trader – £35K

AML Officer – £32K

Pension Consultant – £36K

Internal Auditor – £34K

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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 2025. All rights reserved.