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Financial Advisor Certification (FAC)

Level 4 - Online course Including Units 1, 2 and 3 with lifetime access

CIFA Education Management Ltd

Summary

Price
£1,119 inc VAT
Or £93.25/mo. for 12 months...
Study method
Online
Course format What's this?
Reading material - PDF/e-book
Duration
382 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
382 CPD hours / points
CPD What's this?
Certificates
  • Certificate of Achievement - Free
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students
1 student purchased this course

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Overview

A financial advisor provides ideas for portfolio management including money matters, investment and personal finances to their clients. Your guidance is helpful to clients when making decisions about their future, including investment management, pension plans, tax planning etc.

CPD

382 CPD hours / points
Accredited by The CPD Certification Service

Description

This certification is comprised of three units: "Introduction to UK Financial Regulation & Professional Integrity", "Introduction to Investment, Risk & Taxation" and "Introduction to Financial Planning & Advice". You will learn to apply an interdisciplinary and integrated approach to defining, analysing and solving problems in finance. On completion, you will have gained a sound working knowledge and understanding of the financial world.

As a comprehensive course focusing on the UK financial services industry and its role in serving the consumer, the qualification develops specialist knowledge and skills by introducing you to the application of financial services regulation and the responsibilities of a regulated adviser. As part of this, it will provide you with an insight into the application and review of risk and ethics.

The certification will also equip you with the knowledge and skills required to offer financial advice as well as create, implement and maintain financial plans.

Questions and answers

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Certificates

Certificate of Achievement

Digital certificate - Included

Students will only be issued a Certificate of Achievement after sitting and passing the exam successfully.

*Exam fees are not included in the course fees.

Students will not be charged any additional fees to receive their Certificate upon completing and passing the exam successfully.

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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.

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.
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