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Finance: Financial Advisor - CPD Accredited cover image

Finance: Financial Advisor - CPD Accredited
Cambridge Open Academy

Big Sale Event | 5-in-1 Bundle | CPD Accredited | Interactive Learning Materials | Free PDF Certificate | Tutor Support

Summary

Price
£35 inc VAT
Study method
Online
Duration
8 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
50 CPD hours / points
CPD What's this?
Certificates
  • Certificate of Completion (PDF) - Free
  • Certificate of Completion (Hard Copy) - £9.99
Assessment details
  • Mock Exam & Final Exam (included in price)
Additional info
  • Tutor is available to students

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Overview

**5 in 1 Finance: Financial Advisor - CPD Accredited bundle*

In today's fast-paced financial landscape, staying ahead is key. Delve into the realm of Finance with our CPD Accredited course. Designed to equip you with the essential knowledge needed to excel in this dynamic field, the course comprises eight comprehensive modules. Explore the intricacies of financial planning, wealth management, risk assessment, and more.

Learning Outcomes:

  • Master the fundamentals of finance, providing a solid foundation for your career in this field.
  • Develop critical financial advisor skills, ensuring your success in the industry.
  • Learn to craft effective financial plans tailored to individual needs and goals.
  • Gain insights into private wealth management and the art of creating personal financial statements.
  • Acquire the skills to expertly manage and assess financial risks.
  • Navigate the world of investment planning, armed with a comprehensive handbook.
  • Specialise in divorce financial planning, a crucial niche within the finance sector.
  • Harness the power of Google Analytics for a data-driven edge in your finance career.

This Finance: Financial Advisor - CPD Accredited bundle Consists of the Following Courses:

  • » Course 1: Finance: Financial Advisor
  • » Course 2: Business Law
  • » Course 3: Marketing
  • » Course 4: Corporate Finance: Profitability in a Financial Downturn
  • » Course 5: Tax Accounting

Certificates

Certificate of Completion (PDF)

Digital certificate - Included

Digital certificate

After completing this Finance: Financial Advisor - CPD Certificate bundle, you will be eligible for CPD Accredited from Cambridge Open Academy.

For Finance: Financial Advisor, you will get CPD Accredited certificate, and for the other courses, you will get CPD Quality Standards (CPD QS) accredited certificates from Cambridge Open Academy.

Certificate of Completion (Hard Copy)

Hard copy certificate - £9.99

Note: Delivery of hardcopy certificate is free within the United Kingdom. However, to obtain a hardcopy certificate, international students have to pay £19.99 for the shipment to their designated address.

Assessment details

Mock Exam & Final Exam

Included in course price

CPD

50 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Financial planning is a crucial aspect of the finance sector, and a financial advisor plays a vital role in this field. This course provides a comprehensive understanding of the basics, private wealth management, risk management, investment planning, divorce financial planning, and the use of Google Analytics to enhance decision-making in the finance sector.

Course Curriculum:

  • Module 01: Basic Understanding of FinanceF
  • Module 02: Essential Financial Advisor Skills for Success
  • Module 03: Create a Financial Plan
  • Module 04: Private Wealth Management Concept and Making Personal Financial Statements
  • Module 05: Manage & Assess Your Financial Risk
  • Module 06: Investment Planning Handbook
  • Module 07: Divorce Financial Planning
  • Module 08: Know How to Use Google Analytics in Your Field

Who is this course for?

  • Finance Professionals looking to expand their knowledge.
  • Aspiring Financial Advisors seeking a strong foundational understanding.
  • Individuals interested in wealth management and financial planning.
  • Anyone wanting to specialize in divorce financial planning.

Requirements

  • No prior knowledge needed
  • Compatible with any internet-enabled device, including computers, tablets, and smartphones.
  • Consistent learning experience
  • Accessible anywhere, anytime
  • No limitations on access
  • Use Wi-Fi or mobile data

Career path

  • Financial Advisor – £28,000–£50,000 per year
  • Wealth Manager – £35,000–£60,000 per year
  • Investment Consultant – £32,000–£55,000 per year
  • Financial Planner – £30,000–£50,000 per year
  • Insurance and Pensions Advisor – £27,000–£45,000 per year
  • Private Banking Consultant – £40,000–£70,000 per year

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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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