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Assessing and Managing Financial Risks - Financial Advisor

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Summary

Price
£15 inc VAT
Study method
Online
Duration
4 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Certificate of completion - Digital certificate - Free
  • Certificate of completion - Hard copy certificate - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

The financial advisor industry is a rapidly growing field in the UK, with a high demand for qualified professionals. Financial advisors help individuals and businesses make informed financial decisions, and they play a vital role in helping people achieve their financial goals.

The average salary for a financial advisor in the UK is £45,000 per year, with experienced advisors earning upwards of £75,000 per year. The job prospects for financial advisors are excellent, and the field is expected to continue to grow in the coming years.

If you are interested in a career in financial advising, then the Financial Advisor Course is for you.

Learning Outcomes:

At the end of this Financial Advisor course, you will be able to -

  • Develop a strong foundation in finance principles and essential skills.
  • Learn the intricacies of financial planning and wealth management.
  • Understand the process of creating personal financial statements.
  • Master the techniques of financial risk assessment and investment planning.
  • Gain expertise in divorce planning and utilising Google Analytics for financial analysis.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Embark on a journey into the realm of Financial Advisors, where your expertise can transform lives. This comprehensive course covers essential modules designed to equip you with the knowledge and skills necessary to guide individuals in their financial journey. From understanding finance fundamentals to mastering investment planning, each module provides a crucial piece of the puzzle.

You will explore the art of financial planning, learning to create strategic roadmaps tailored to individual needs. Wealth management and the intricacies of making personal financial statements will be thoroughly covered, enabling you to assist clients in optimising their financial resources. Delve into the realm of financial risk assessment, equipping you with the tools to identify and mitigate potential risks.

The Financial Advisor course also delves into investment planning, guiding you through the process of making informed investment decisions aligned with clients' goals. Divorce planning is another crucial aspect covered, providing insights into the financial implications and strategies to navigate this challenging period. Additionally, you will discover how to utilise Google Analytics for comprehensive financial analysis.

Who is this course for?

This Financial Advisor course is perfect for -

  • Aspiring financial advisors and professionals entering the field.
  • Individuals seeking to broaden their knowledge of finance and wealth management.
  • Finance students and graduates aiming to specialise in financial advisory.
  • Professionals looking to transition into a career as a financial advisor.

Career path

  • Financial Advisor: £30,000 - £70,000 per annum
  • Wealth Manager: £35,000 - £90,000 per annum
  • Investment Consultant: £30,000 - £80,000 per annum
  • Retirement Planner: £35,000 - £70,000 per annum
  • Financial Analyst: £25,000 - £60,000 per annum

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 - Included

Certificate of completion - Hard copy certificate

Hard copy certificate - £9.99

Inside the UK student have to pay an additional delivery fee of £10, whereas International students are required to pay an additional fee of £19.99 to receive a hard copy of the certificate delivered to their address.

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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.