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Essential Financial Advisor Skills Training

CPD Accredited ! Free Certification | FREE Retake Exam | Lifetime Access | No Hidden Fees

Online Training Academy

Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
2.8 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • Digital certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

Overview

Are you ready to elevate your career and become a trusted financial advisor? Step into a world where your skills, knowledge, and confidence soar to new heights with our Financial Advisor Skills Training course. Designed for aspiring financial advisors, this comprehensive course offers you the keys to success in the fast-paced financial industry.

According to Prospects a Corporate Lawyer can earn from £30,000 to £60,000 in a year depending on qualification, experience, location and other factors.

Are you ready to transform your career and become a sought-after financial advisor? Enrol in our Financial Advisor Skills Training course today and take on a journey to professional excellence.

Key Features of Essential Financial Advisor Skills Training:

  • CPD Certified
  • Free Certificate from Reed
  • CIQ Approved
  • Developed by Specialist
  • Lifetime Access

Certificates

Digital certificate

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

1
section
9
lectures
2h 50m
total

    • 1: Finance Basics and Key Concepts 18:00 PDF
    • 2: Personal Wealth Management and Financial Statement Creation 16:00 PDF
    • 3: Essential Skills for Financial Advisors 23:00 PDF
    • 4: Investment Planning and Strategy 20:00 PDF
    • 5: Comprehensive Financial Planning 30:00 PDF
    • 6: Financial Strategies for Divorce Planning 21:00 PDF
    • 7: Risk Assessment and Financial Risk Management 23:00 PDF
    • 8: Leveraging Google Analytics for Financial Advisory Success 18:00 PDF
    • 9: CPD Certificate - Free 01:00 PDF

Course media

Description

Course Curriculum of Essential Financial Advisor Skills Training:

  • Module 1: Finance Basics and Key Concepts
  • Module 2: Personal Wealth Management and Financial Statement Creation
  • Module 3: Essential Skills for Financial Advisors
  • Module 4: Investment Planning and Strategy
  • Module 5: Comprehensive Financial Planning
  • Module 6: Financial Strategies for Divorce Planning
  • Module 7: Risk Assessment and Financial Risk Management
  • Module 8: Leveraging Google Analytics for Financial Advisory Success

Learning Outcomes of Essential Financial Advisor Skills Training:

  • Apply foundational finance principles in real-world scenarios for effective financial analysis.
  • Demonstrate essential interpersonal skills crucial for successful financial advisory relationships.
  • Develop comprehensive financial plans aligning with clients' individual goals and needs.
  • Create and interpret personal financial statements for effective wealth management strategies.
  • Evaluate and mitigate financial risks through strategic planning and risk management.
  • Formulate investment plans using sound strategies for optimal financial growth.

Who is this course for?

This Financial Advisor Skills Training course is accessible to anyone eager to learn more about this topic. Through this course, you'll gain a solid understanding of Financial Advisor Skills Training. Moreover, this course is ideal for:

  • Professionals aspiring to excel in financial advisory roles.
  • Finance graduates seeking specialized skills for advisory career opportunities.
  • Individuals transitioning to financial advisory roles for career advancement.
  • Established financial advisors aiming to enhance their skill set.
  • Professionals from related fields interested in financial advisory expertise.

Requirements

There are no requirements needed to enrol into this Financial Advisor Skills Training course. We welcome individuals from all backgrounds and levels of experience to enrol into this Financial Advisor Skills Training course.

Career path

After finishing this Financial Advisor Skills Training course you will have multiple job opportunities waiting for you. Some of the following Job sectors of Financial Advisor Skills are:

  • Financial Advisor
  • Wealth Manager
  • Investment Consultant
  • Risk Analyst
  • Financial Planner
  • Divorce Financial Analyst

Questions and answers

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Reviews

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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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