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Insurance and Financial Advisor

2 QLS Endorsed Course | CPD Certified | Free PDF + Hardcopy Certificates | 80 CPD Points | Lifetime Access


Imperial Academy

Summary

Price
£150 inc VAT
Or £50.00/mo. for 3 months...
Study method
Online
Duration
864 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
80 CPD hours / points
Achievement
Certificates
  • Certificate of completion - Free
  • Certificate of completion - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Gaining thorough knowledge or specialising in a specific field requires finding relevant courses in the proper order. This is a daunting task for anyone, especially someone who needs a broad understanding of the subject. Moreover, It can take a lot of work to find a thorough course on a particular topic, especially one that starts at the very beginning and covers everything. Hence, to make life easier, we present you with this all-inclusive, cutting-edge Insurance and Financial Advisor bundle to help you in this endeavour.

Experts design our Insurance and Financial Advisor bundle to prepare you for the challenges of this ever-competitive world. The courses in the bundle include practical and real-life scenarios and theories to help you become familiar with the most recent developments in this rapidly expanding Insurance and Financial Advisor sector. Furthermore, you’ll be in complete charge of your learning journey; you can learn anywhere and anytime.

To make your learning process as smooth as possible, our team has prepared round-the-clock to answer your every query. So, don’t hesitate to enrol in the Insurance and Financial Advisor bundle and gain a competitive advantage.

Learning Outcomes

This unique bundle will help you to-

  • Acquire a deeper understanding of Insurance and Financial Advisor
  • Help you in achieving your career goal
  • Make you confident in your knowledge and skills
  • Be aware of the employment trends in related industries.
  • Adapt to an ever-changing industry

Achievement

CPD

80 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The Insurance and Financial Advisor resources were created with the help of experts, and all subject-related information is kept updated regularly to ensure learners stay caught up on the latest developments.

Course Curriculum

Course 1: Insurance (Level 5 at QLS)

  • Module 01: Insurance Industry
  • Module 02: The UK Insurance Industry
  • Module 03: Principles of Insurance
  • Module 04: General Insurance
  • Module 05: Personal Lines Insurance
  • Module 06: Commercial Lines Insurance
  • Module 07: Liability Insurance
  • Module 08: Life Insurance
  • Module 09: Insurance Fraud
  • Module 10: Underwriting Process

Course 2: Finance (Financial Advisor) (Level 4 at QLS)

  • 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

Certification

Learners will get 2 QLS Endorsed Certificate + 2 CPD Accredited Certificate of achievement directly at their doorstep after successfully completing the package! It should be noted that international students must pay a £10 shipping cost.

Who is this course for?

Anyone who is interested in a particular field, wants to strengthen their resume, or wants to grow in their career would benefit from this Insurance and Financial Advisor bundle.

Requirements

Anyone can enrol in this Training.

Career path

You will get a competitive edge and have access to a variety of employment prospects after completing this Insurance and Financial Advisor bundle.

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 - Included

2 PDF CPD Certificate Completely free of charge.

Certificate of completion

Hard copy certificate - Included

2 Hard Copy QLS Endorsed Certificate Completely free of charge.

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.