Financial Advisor: Investment Planning & Wealth Management
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Summary
- Certificate of Completion - Digital Certificate - £5.99
- Certificate of Completion - Hard copy Certificate - £12.99
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
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Overview
Do you want to help people achieve their financial goals? Do you want to work in a challenging and rewarding career? If so, then a career in Financial Advising may be right for you.
Financial Advisors help individuals and businesses make sound financial decisions. They provide advice on a wide range of topics, including investing, retirement planning, estate planning, and insurance.
Learning Outcome:
- Gain a comprehensive understanding of finance principles and concepts.
- Develop essential skills for effective financial advising and client communication.
- Acquire knowledge in financial planning, investment strategies, and risk management.
- Learn how to create personalised financial statements and assess clients' financial risk.
- Master wealth management techniques and divorce planning strategies.
CPD
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Description
Are you ready to take charge of your financial future and help others navigate the complexities of the financial world? Our "Financial Advisor" course is designed to equip you with the knowledge and skills needed to excel in this dynamic field. Through a series of modules, you will delve into the fundamental principles of finance, essential skills for financial advising, financial planning strategies, wealth management techniques, and risk assessment.
In Module 01, you will be introduced to the exciting world of finance, gaining a solid foundation in key concepts and principles. As you progress through the modules, you will explore essential skills required for effective financial advising, such as communication, relationship management, and ethical considerations. Modules 03 to 05 will focus on practical aspects of financial planning, including creating personalised financial statements, assessing risk, and developing investment strategies. The course also includes a module on divorce planning, offering insights into handling complex financial situations.
Process of Evaluation
After studying the Financial Advisor: Investment Planning & Wealth Management Course, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate.
Certificate of Achievement
After completing the Financial Advisor: Investment Planning & Wealth ManagementCourse, you will immediately get your CPD-accredited digital certificate for £5.99 (each). To get the hardcopy certificate for £12.99 (each), you also have to pay the shipping charge of just £3.99 (UK) and £10.99 (International).
Who is this course for?
- Individuals interested in pursuing a career as a financial advisor or wealth manager.
- Finance professionals looking to enhance their knowledge and skills in financial planning.
- Anyone seeking to make informed financial decisions and improve their personal financial well-being.
Career path
- Financial Advisor: £30,000 - £70,000 per year
- Wealth Manager: £40,000 - £100,000 per year
- Financial Planner: £35,000 - £75,000 per year
- Investment Analyst: £40,000 - £80,000 per year
- Retirement Planning Specialist: £35,000 - £80,000 per year
Questions and answers
Currently there are no Q&As for this course. Be the first to ask a question.
Certificates
Certificate of Completion - Digital Certificate
Digital certificate - £5.99
- You will immediately get your CPD-accreditedDigital Certificate for £5.99 (each).
Certificate of Completion - Hard copy Certificate
Hard copy certificate - £12.99
You can get the CPD Accredited Hard Copy Certificate for £12.99. Also, you'll have to pay the shipping charge of just £3.99 (inside the UK) and £10.99 (International).
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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.
