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Finance: Financial Advisor

Accredited by IAO | Advanced Audiovisual Lessons | Tutor Support included | Special Price

One Education


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£10 inc VAT (was £425)
Offer ends 02 August 2021
Study method
Online, self-paced
4 hours
Access to content
12 months
No formal qualification
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Certificate of completion available to purchase separately

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If you want to gain a solid understanding of Finance: Financial Advisor and fast track your dream career, then take a step in the right direction with this industry-standard, comprehensive Finance: Financial Advisor course designed by expert instructors.

Dedicated tutor support and 24/7 customer support are available to all students with this premium quality Finance: Financial Advisor course. Get the help you require and the answers to all your queries throughout the comprehensive syllabus of this Finance: Financial Advisor course.

This premium online course titled Finance: Financial Advisor ensures your professional development with & IAO accreditation. You’ll have the privilege of learning in your own time, at your own pace and earning an accredited certification.

With this Finance: Financial Advisor programme, success becomes a lot easier that enables you to monetise your skills. This Finance: Financial Advisor course is designed for both part-time and full-time students and can be completed at a pace that suits your learning style.

This Finance: Financial Advisor course is developed by industry experts and is packed with several insightful modules to give you a proper understanding of Finance: Financial Advisor and allow you to accelerate your career.

Why People Love And Enrol The Finance: Financial Advisor Course From One Education

  • Eligibility for an IAO-accredited certificate on successful completion of Finance: Financial Advisor Course
  • Learning materials of our Finance: Financial Advisor course contains engaging voiceover and visual elements for your comfort
  • Freedom to study at your own pace
  • 24/7 access to the Finance: Financial Advisor course materials for 12 months
  • Full Tutor support on weekdays (Monday – Friday)

Course media


This masterclass Finance: Financial Advisor online training course is designed by industry experts and will give you an in-depth understanding of this topic. The Finance: Financial Advisor course features easy-to-digest modules that break down each topic and ensure all our students receive an unrivalled and thorough learning experience.

If you want to work in this rapidly growing sector and stand out from the competition, then our Finance: Financial Advisor course is the perfect place to kickstart your dream career.

On the Finance: Financial Advisor course, we guarantee that you will gain relevant skills and acquire tremendous knowledge on the subject. The certificate you’ll achieve after completing the Finance: Financial Advisor course will help you land the job you want in a related field.

Enjoy a pleasant and professional 100% online learning experience and enrol in our Finance: Financial Advisor course today and take control of your career!

Course Curriculum:

Here is a curriculum breakdown of the Finance: Financial Advisor course:

Module 01: Introduction to Finance

  • What is Finance?
  • Financial Concept
  • Introduction to Financial Advisory
  • Financial Advisor Glossary: Common Financial Planning Terms
  • Roles and Responsibilities of a Financial Advisor
  • Financial Advisor as a profession
  • Summary
  • Assessment

Module 02: Essential Skill for Financial Advisor

  • Top Advisor Mindset
  • The Emerging "Languages" of Family Wealth Management
  • Setting SMART Objectives for Yourself
  • The Approach to Skill Development
  • Communication
  • Communication with Clients
  • Comfort in Talking about Money
  • Family Systems
  • Professional Development
  • Summary
  • Assessment

Module 03: Financial Planning

  • What is Financial Planning?
  • Objectives of Financial Planning
  • Importance of Financial Planning
  • Financial Planning Process
  • Financial Planning Areas of Specialisation
  • Financial Planner Code of Ethics and Professional Responsibility
  • Summary
  • Assessment

Module 04: Wealth Management and Guide to Make Personal Financial Statements

  • Concept of Private Wealth Management
  • Understanding Private Wealth Management
  • The Demand for Wealth Management Services
  • Wealth Management over a Family's Economic Lifecycle
  • How Much Money Do You Need In Retirement?
  • Improving Your Wealth and Create Personal Financial Statements
  • How Do You Create a Personal Balance Sheet?
  • Importance of Balance Sheet
  • Summary
  • Assessment

Module 05: Financial Risk Management and Assessment

  • What is Risk?
  • How Does Financial Risk Arise?
  • What is Financial Risk Management?
  • Process of Managing Financial Risk
  • Why Manage Financial Risk?
  • Identifying Major Types of Risk
  • Market Risks
  • Credit Risks
  • Financing/Liquidity Risks
  • Risk Management Framework
  • Summary
  • Assessment

Module 06: Investment Planning

  • Basic Investment Objectives
  • How to Build Your Investment Portfolio
  • Basic Principles of Investing
  • Diversification
  • Risk
  • Asset Allocation
  • Investment Options
  • Summary
  • Assessment

Module 07: Divorce Planning

  • What Is Divorce Financial Planning?
  • Separating or Divorcing: What You Need to Do
  • How Much Does a Divorce Cost?
  • Financial Settlement
  • What Are You Entitled to In A Divorce?
  • How Do You Prepare for A Financial Settlement?
  • How Does the Court Decide What A Fair Divorce Settlement Is?
  • Property Rights in Divorce
  • How to Protect Your Pension During A Divorce?
  • How Does Child Maintenance Work?
  • DIY Divorce
  • Summary
  • Assessment

Module 08: Google Analytics for Financial Advisors

  • Understanding Google Analytics
  • Features of Google Analytics
  • What Does Google Analytics Do?
  • How Does Google Analytics Work?
  • How Can Financial Advisors Get Started By Installing Google Analytics?
  • Most Important Metrics for Financial Advisors.
  • An Example of How to Use Google Analytics as a Financial Advisor.
  • Google Analytics in 3 Numbers for Financial Advisors
  • Summary
  • Assessment

Method of Assessment

To successfully complete the Finance: Financial Advisor course, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above in order to pass. After successfully passing the Finance: Financial Advisor course exam, you will be able to apply for a IAO-accredited certificate.


Once you have finished the Finance: Financial Advisor course, you will be eligible to apply for a IAO-accredited certificate as proof of your new skills and your continued professional development. Certificates are available as a PDF for £9, or you can request a hard copy to be sent in the post for £15.

Who is this course for?

The Finance: Financial Advisor training course is ideal for highly motivated individuals who want to enhance their professional skills and train for the job they want! This Finance: Financial Advisor course also suits people aspiring for some in-depth knowledge on this topic and keep up to date with the latest information.

Study the Finance: Financial Advisor course today and increase your professional skillset from the comfort of your home!


There are no formal entry requirements for the Finance: Financial Advisor course, with enrollment open to anyone! Anyone and everyone with a knack for learning can enrol on this course without any hesitation.

Learn online from any internet device, including your computer, tablet or smartphone. Study when it suits you and complete the Finance: Financial Advisor course at your own pace.

All students must have a passion for learning and literacy, as well as being over the age of 16.

Career path

Studying the Finance: Financial Advisor course is designed to help you get the job of your dreams, or even that promotion you’ve always wanted! Learn the essential skills and knowledge you need to exceed in your professional life with the help & guidance from our Finance: Financial Advisor course.

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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.

What are CPD hours/points?

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, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.