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Finance : Financial Training
Compliance Central

CPD Accredited Course | Advanced Study Materials | Free PDF Certificate | 100% Learning Satisfaction | 24/7 Support

Summary

Price
£21 inc VAT
Study method
Online
Course format
Video
Duration
4 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
CPD What's this?
Certificates
  • CPD Accredited PDF Certificate - Free
Assessment details
  • MCQ / Assessment (included in price)
Additional info
  • Tutor is available to students
9 students purchased this course

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Overview

Develop a solid foundation in finance and strategic planning with the Finance: Financial Training course. This CPD Accredited programme offers advanced study materials, a free PDF certificate, 100% learning satisfaction, and 24/7 support, making it ideal for learners aiming to understand the core concepts behind financial decision-making and long-term planning.

The course begins with an Introduction to Finance, offering key insights into financial systems, terminology, and the role of finance in personal and organisational contexts. You will then explore the Essential Skill for Financial Advisor, which introduces the theoretical framework required to evaluate financial needs and communicate planning strategies effectively.

Further modules delve into Financial Planning and Wealth Management, including guidance on constructing personal financial statements. These lessons provide learners with the theoretical tools to build structured and informed financial plans.

The course also includes Financial Risk Management and Assessment, helping you identify and assess financial uncertainties, and Investment Planning, which focuses on principles of asset allocation and investment strategy.

A dedicated module on Divorce Planning highlights financial considerations in transitional life stages, while Google Analytics for Financial Advisors introduces data interpretation to support informed financial insights.

Why would you choose the Finance : Financial Training from Compliance Central:

  • Lifetime access to Finance : Financial Training materials
  • Full tutor support is available from Monday to Friday with the Finance : Financial Training
  • Learn Finance : Financial Training skills at your own pace from the comfort of your home
  • Gain a complete understanding of Finance : Financial Training
  • Accessible, informative Finance : Financial Training learning modules designed by expert instructors
  • Get 24/7 help or advice from our email and live chat teams with the Finance : Financial Training bundle
  • Study Finance : Financial Training in your own time through your computer, tablet or mobile device.
  • A 100% learning satisfaction guarantee with your Finance : Financial Training
  • Improve your chance of gaining in demand skills and better earning potential by completing the Finance : Financial Training

This course is well-suited for anyone looking to build a comprehensive, theory-based understanding of financial planning and advisory services.

Certificates

CPD Accredited PDF Certificate

Digital certificate - Included

Assessment details

MCQ / Assessment

Included in course price

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Financial Training Course Curriculum:

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

Certification

  • CPD Accredited (CPD QS) Certificate
  • Digital (PDF) & Hardcopy certificates are available

Who is this course for?

The Finance : Financial Training helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Finance : Financial Training. It is also great for professionals who are already working in Finance : Financial Training and want to get promoted at work.

Requirements

To enrol in this Finance : Financial Training, all you need is a basic understanding of the English Language and an internet connection.

Career path

The Finance : Financial Training will enhance your knowledge and improve your confidence in exploring opportunities in various sectors related to Finance : Financial Training.

Questions and answers

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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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Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2025. All rights reserved.