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Divorce Planning and Wealth Management for Financial Advisors

Advanced Learning Materials | Certificate Accredited by CPD | Lifetime Access | 24/7 Expert Tutor Support


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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
  • Digital certificate - £4.99
  • Hard copy certificate - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

2 students purchased this course

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Overview

[Updated 2023 (CPD QS)]

Take your expertise as a financial advisor to new heights with our comprehensive course on Divorce Planning and Wealth Management. Discover specialised strategies and insights to guide your clients through the complexities of divorce-related financial matters. Gain a deep understanding of essential financial planning principles, investment strategies, and wealth management techniques. Enrol now and become a trusted advisor in divorce planning and wealth management.

Learning Outcomes:

  • Develop a comprehensive understanding of divorce planning and wealth management as a financial advisor, gaining proficiency in the field of Financial Advisor.
  • Understand the essential skills required to excel as a Financial Advisor, specialising in divorce planning and wealth management.
  • Master the art of financial planning, enabling you to provide tailored advice to clients as a knowledgeable Financial Advisor.
  • Gain insights into effective wealth management techniques and the creation of personal financial statements as a Financial Advisor.
  • Learn to assess and manage financial risks for your clients, ensuring their financial well-being as a skilled Financial Advisor.
  • Acquire the expertise to guide clients through investment planning and optimise their portfolios as a proficient Financial Advisor.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Our Divorce Planning and Wealth Management course is designed to empower financial advisors with the specialised knowledge required to navigate the intricate world of divorce-related financial matters. Through a combination of comprehensive modules, you will develop a deep understanding of essential financial planning principles, wealth management strategies, and investment planning techniques.

The course covers a wide range of topics, including financial risk assessment, divorce planning, and the utilization of Google Analytics for financial advisors. And why people in The UK should learn this topic:

  • With a high divorce rate in the UK, becoming skilled in this field is essential for Financial Advisors to provide valuable guidance.
  • Stand out in the financial advisory industry by offering specialised services in Divorce Planning and Wealth Management.
  • Make a meaningful impact on clients' lives by providing comprehensive financial guidance during divorce proceedings.

Certification

Upon completing the course, you can obtain a certificate titled Financial Advisor. Certificate options include a PDF Certificate at £4.99, a hardcopy for UK- delivery at £9.99, or a hardcopy for international delivery at £14.99.

Who is this course for?

  • Financial advisors looking to expand their expertise in divorce planning and wealth management.
  • Professionals in the financial services industry seeking to enhance their knowledge and skills in serving clients during divorce.
  • Individuals interested in specialising as financial advisors in divorce planning.
  • Wealth managers and financial consultants aiming to provide comprehensive guidance in divorce-related financial matters.
  • Accountants and legal professionals working with divorcing individuals and families.

Requirements

No prior understanding of this course is necessary. Whether you're a beginner or an employer with existing experience, you are always welcome to enrol in our course. All you need is a good command of the English language, a laptop, and an internet connection.

Career path

  • Divorce Financial Advisor: GBP 45,000 - GBP 80,000 per annum
  • Wealth Management Consultant: GBP 50,000 - GBP 100,000 per annum
  • Financial Planning Specialist: GBP 40,000 - GBP 70,000 per annum
  • Investment Advisor: GBP 40,000 - GBP 80,000 per annum
  • Financial Consultant: GBP 35,000 - GBP 65,000 per annum

Questions and answers

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

Certificates

Digital certificate

Digital certificate - £4.99

Hard copy certificate

Hard copy certificate - £9.99

Hardcopy Certificate for International Students: £14.99

For students outside of the United Kingdom, this option ensures delivery of a high-quality, professionally printed certificate to your international address for only £14.99.

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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.