Skip to content

Level 4 Diploma in Financial Advisor - QLS Endorsed

Level 4 Diploma(QLS Hard Copy Certificate Included)>255 CPD Points>Gift: 10 CPD Course + PDF Certificate>Lifetime Access


Academy for Health & Fitness

Summary

Price
Save 7%
£119 inc VAT (was £129)
Or £39.67/mo. for 3 months...
Offer ends 28 April 2024
Study method
Online
Course format What's this?
Video
Duration
510 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
255 CPD hours / points
Achievement
Certificates
  • CPDQS Accredited PDF Certificate - Free
  • Diploma in Financial Advisor at QLS Level 4 - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

3 students purchased this course

Add to basket or enquire

Overview

★★★ 24-Hour Knowledge Knockdown! Prices Reduced Like Never Before ★★★

Are you ready to shape your destiny as a Financial Advisor? In the UK, 64% of adults worry about their financial knowledge as they don’t have the expertise of a Financial Advisor. Our Financial Advisor bundle course equips individuals with the knowledge and skills essential for providing expert financial guidance, helping clients achieve their financial goals, and securing their financial futures.

With a single payment, you will gain access to Financial Advisor course, including 10 premium courses, a QLS Endorsed Hardcopy certificate and 11 PDF certificates for Absolutely free.

This Financial Advisor Bundle Package includes:

  • Course 1: Diploma in Financial Advisor at QLS Level 4

10 Additional CPDQS Accredited Premium Courses —

  • Course 1: Investment
  • Course 2: Anti-Money Laundering (AML)
  • Course 3: UK Tax Accounting Course
  • Course 4: Essentials of UK VAT
  • Course 5: Accounting and Finance
  • Course 6: Online Financial Modelling Training
  • Course 7: Finance and Financial Analysis
  • Course 8: Financial Management
  • Course 9: Corporate Finance Training
  • Course 10: Microsoft Excel – Beginner, Intermediate & Advanced

In this Financial Advisor training you'll acquire knowledge of Investment Strategies, Anti-Money Laundering practices, UK Tax Accounting, and essential VAT principles. With the knowledge acquired from these topics, you'll gain a comprehensive understanding of the overall financial advisor world.

Learning Outcomes of this Bundle:

  • Master the art of being a Financial Advisor.
  • Develop skills in investment strategies and analysis.
  • Excel in VAT principles and applications as a Financial Advisor.
  • Become proficient in financial modelling and analysis.
  • Manage finances effectively with Financial Advisor expertise.

Don’t miss this opportunity. Enrol now in our Financial Advisor bundle and start learning today!

Why Choose Our Financial Advisor Bundle?

  • Get a Free QLS Endorsed Certificate upon completion of Financial Advisor
  • Get a free student ID card with Financial Advisor Training
  • Get instant access to this Financial Advisor course.
  • Learn Financial Advisor from anywhere in the world
  • The Financial Advisor is affordable and simple to understand
  • Lifetime access to the Financial Advisor course materials
  • The Financial Advisor comes with 24/7 tutor support

Achievement

CPD

255 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Take a step toward a brighter future! with our QLS Endorsed Financial Advisor Bundle!

Diploma in Financial Advisor at QLS Level 4

  • Module 01: Introduction to Finance
  • Module 02: Essential Skill for Financial Advisor
  • Module 03: Financial Planning
  • Module 04: Wealth Management & Guide to Make Personal Financial Statements
  • Module 05: Financial Risk Management & Assessment
  • Module 06: Investment Planning
  • Module 07: Divorce Planning
  • Module 08: Google Analytics for Financial Advisors

Assessment Process of Financial Advisor

You will be entitled to claim a certificate endorsed by the Quality Licence Scheme after you have completed all of the Diploma in Financial Advisor at QLS Level 4 exams.

Who is this course for?

No prior background or expertise is required for this Financial Advisor bundle.

Also for those who are interested to further enrol in:

  • LIBF Level 3 Certificate in Mortgage Advice and Practice
  • LIBF Level 4 Diploma for Financial Advisers

Requirements

No prior background or expertise is required for this Financial Advisor bundle.

Career path

The Financial Advisor bundle will boost your CV and aims to help you get the job or even the long-awaited promotion of your dreams.

Questions and answers


No questions or answers found containing ''.


Chelsea asked:

Does passing this course legally qualify me to provide independent financial advice?

Answer:

Dear Chelsea, The course is designed for personal skill development. Completing the course does not provide any academic qualifications. Therefore, it does not legally qualify anyone as a financial advisor.

This was helpful. Thank you for your feedback.

Certificates

CPDQS Accredited PDF Certificate

Digital certificate - Included

Diploma in Financial Advisor at QLS Level 4

Hard copy certificate - Included

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

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.