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Finance: Financial Advisor at QLS Level 4 cover image

Finance: Financial Advisor at QLS Level 4
One Education

Level 4 Advanced Certificate with FREE Endorsed Certificate of Achievement | 120 CPD Points | Audiovisual Lessons

Summary

Price
£2,499 inc VAT
Or £208.25/mo. for 12 months...
Study method
Online
Duration
480 hours · Self-paced
Access to content
12 months
Qualification
No formal qualification
CPD
120 CPD hours / points
CPD What's this?
Achievement
Endorsed by The Quality Licence Scheme
Assessment details
  • Assignment (included in price)
Additional info
  • Tutor is available to students

Overview

The demand for skilled financial advisors in the UK is rising, with the financial services sector contributing over £170 billion annually to the economy. As individuals and businesses seek expert guidance on wealth management, investments, and financial planning, qualified advisors are essential. This QLS Level 4 course equips you with industry-relevant skills, from financial risk assessment to divorce planning, ensuring you meet market needs.

Key Learning Outcomes:

  • Understand core financial principles and advisory frameworks.
  • Develop essential skills for client-focused financial planning.
  • Master wealth management and personal financial statement creation.
  • Learn to assess and mitigate financial risks effectively.
  • Gain expertise in investment strategies and retirement planning.
  • Navigate specialised areas like divorce financial planning.
  • Utilise Google Analytics to enhance client insights and decision-making.

Start your journey towards becoming a certified financial advisor today and unlock rewarding opportunities in the UK’s thriving finance sector.

Achievement

Assessment details

Assignment

Included in course price

CPD

120 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This comprehensive QLS Level 4 course prepares you for a successful career as a financial advisor, covering critical aspects of modern financial advisory services. Begin with foundational finance concepts before progressing to advanced modules such as financial planning, wealth management, and risk assessment. Learn to create personalised financial statements, devise investment strategies, and handle niche scenarios like divorce planning. The inclusion of Google Analytics training ensures you can leverage data-driven insights for better client recommendations.

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

Who is this course for?

This Finance: Financial Advisor at QLS Level 4 course is designed to enhance your expertise and boost your CV. Learn key skills and gain a certificate of achievement to prove your newly-acquired knowledge.

Requirements

This Finance: Financial Advisor at QLS Level 4 course is open to all, with no formal entry requirements.

Career path

Graduates of this course can pursue roles such as:

  • Financial Advisor (£35,000 – £70,000)
  • Wealth Manager (£40,000 – £90,000)
  • Investment Consultant (£45,000 – £85,000)
  • Financial Planner (£30,000 – £65,000):

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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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