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The CPDQS Investment Advisor Certification Training - Level 3

Level 3 - Online 10 Courses Bundle | 10 CPD Accredited PDF & HARDCOPY Certificates | Free Retake Exam | Lifetime Access


Training Express Ltd

Summary

Price
£110 inc VAT
Or £36.67/mo. for 3 months...
Study method
Online
Duration
52 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
50 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

1 student purchased this course

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Overview

Are you a financial professional or a student aspiring to excel in the UK financial landscape? Are you ready to embark on a dynamic journey into the world of finance and investment? Our CPDQS Investment Advisor Certification Level 3 course offers a comprehensive learning experience, encompassing vital topics such as Investment, Banking, Anti-Money Laundering (AML) and Financial Crime, Financial Modelling, Tax Accounting, and more.

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The investment industry in the UK is booming, and now is the perfect time to know ins and out of investment. Investment advisors are in high demand, and they earn a top salary for their expertise.

This comprehensive Level 3 certification is meticulously designed to empower you with the knowledge and skills needed to navigate the intricate world of UK finance and investment regulations with finesse.

Dive into the intricate workings of the financial realm and acquire the expertise needed to excel in diverse roles within the industry.

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What you will GET in this course

  • 10 CPD Accredited Course
  • 10 PDF + 10 Hardcopy Certificates
  • Free Retake Exam & Assignments
  • Lifetime Access
  • FREE Newsletter

CPD

50 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The courses offered for the Investment Advisor CPD Certification Diploma (UK) can be very beneficial for investment advisors. These courses can help investment advisors to develop the skills and knowledge they need to provide sound financial advice to their clients, to assess and manage risk, and to make informed investment decisions.

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Learning Outcomes

  • Master Anti-Money Laundering (AML) strategies for financial compliance.
  • Develop astute financial advisory skills to guide clients effectively.
  • Gain insights into investment banking principles and strategies.
  • Proficiently handle tax accounting complexities.
  • Expertise in risk assessment and management.
  • Create advanced financial models for strategic decision-making.

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Courses We Offer

  • Course 01: Anti-Money Laundering (AML) and Financial Crime
  • Course 02: Financial Advisor
  • Course 03: Investment Banking
  • Course 04: Tax Accounting
  • Course 05: Risk Assessment & Management Diploma
  • Course 06:: Financial Modelling Course
  • Course 07: Financial Controller Training
  • Course 08: Business Intelligence Analyst Course
  • Course 09: Accounting
  • Course 10: Economics

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Certificate

After completing this course, you will be able to claim your FREE PDF and Hardcopy certificates, which are CPD accredited.

Accreditation

This Investment Advisor CPD Certification Diploma (UK) program is Accredited by the CPD Quality Standards (CPDQS).

Who is this course for?

This program is ideal for both experienced and aspiring financial advisors. If you're looking to advance your career or earn the necessary knowledge and information, our Investment Advisor CPD Certification Diploma (UK) program is the perfect solution for you.

Career path

  • Investment Advisor
  • Financial Advisor
  • Wealth Manager
  • Portfolio Manager
  • Investment Analyst
  • Investment Banker
  • Financial Planner
  • Financial Controller
  • Business Intelligence Analyst
  • Accountant
  • Economist

Questions and answers

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

Certificates

Digital certificate

Digital certificate - Included

Hard copy certificate

Hard copy certificate - Included

You will get the hard copy certificates for Free! The delivery charge of the hard copy certificate inside the UK is £3.99 each.

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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.