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Financial Advisor

Level 4 Endorsed Advanced Certificate | 120 CPD Points | Exam & Full Tutor Support Included | 24x7 Access

One Education


Save 97%
£10 inc VAT (was £425)
Offer ends 17 September 2021
Study method
Online, self-paced
424 hours
Access to content
12 months
No formal qualification
120 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Certificate of completion available to purchase separately

14 students purchased this course

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How much money should you put aside for retirement? Is there a way for you to save money on taxes? What are the best investments for you to make? — these are just a few of the dilemmas that a financial adviser can assist you with! But how about you become your own financial advisor.

Being a financial advisor means you need an array of expertise, including— financial planning, risk management, investment planning etc. A financial adviser is responsible for preparing personal financial statements and trading in the market to help clients accomplish their financial goals. Moreover, working as a financial advisor can make you a substantial sum of money. So what are you waiting for? Join this Financial Advisor course and start your journey to earn a bonanza!

By taking this course, you will gain a solid grasp of the financial advisor glossary and responsibilities. Furthermore, this course will provide you with step-by-step guidance on — financial advising and planning, wealth management, making financial statements etc. Besides these, you will learn about financial risk management, including different types of financial risks. Additionally, this course will train you in investment planning and Google Analytics.

Our Finance: Financial Advisor course is endorsed by the Quality Licence Scheme, ensuring your newly acquired skills will enhance your professional development.

Add this Financial Advisor course to your basket today and become your clients' most trusted financial planning partner in the industry.

What you'll learn from this course:

  • Gain a better understanding of the financial realm.
  • Adapt with the financial advisor glossary and responsibilities.
  • Get the essential skills for being a financial advisor.
  • Become adept in the procedure of financial planning.
  • Understand the concept of wealth management.
  • Acquire the skill of making personal financial statements.
  • Familiarise yourself with the process of financial risk management
  • Be able to assess any type of financial risk.
  • Have a clear comprehension of investment planning basics.
  • Develop a solid understanding of Google Analytics.

Why People Enrol this Finance: Financial Advisor Course From One Education:

  • Eligibility for an endorsed certificate upon successful completion of the Finance: Financial Advisor course
  • Learning materials of our Finance: Financial Advisor course contains engaging voiceover and visual elements for your comfort
  • Get 24/7 access to all Finance: Financial Advisor course content for a full year
  • Complete the Finance: Financial Advisor course at your own pace
  • Each of our students gets full tutor support on weekdays (Monday to Friday)
  • Efficient assessments and instant results upon completion of our Finance: Financial Advisor course



120 CPD hours / points
Accredited by CPD Qualification Standards

Course media


This masterclass Financial Advisor online training course is designed by industry experts and will give you an in-depth understanding of this topic. The 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 Financial Advisor course is the perfect place to kickstart your dream career.

On the 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 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 Financial Advisor course today and take control of your career!

Course Curriculum Financial Advisor:

Here is a curriculum breakdown of the Financial Advisor course:

Financial Advisor - Module 01: Introduction to Finance

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

Financial Advisor - Module 02: Essential Skill for Financial Advisor

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

Financial Advisor - Module 03: Financial Planning

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

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

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

Financial Advisor - Module 05: Financial Risk Management and Assessment

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

Financial Advisor - Module 06: Investment Planning

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

Financial Advisor - Module 07: Divorce Planning

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

Financial Advisor - Module 08: Google Analytics for Financial Advisors

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

How is the Financial Advisor Course assessed?

To simplify the procedure of evaluation and accreditation for learners, we provide an automated assessment system. Upon completion of an online module, you will immediately be given access to a specifically crafted MCQ test. The results will be evaluated instantly, and the score displayed for your perusal. For each test, the pass mark will be set to 60%.

When all tests have been successfully passed, you will be able to order a certificate endorsed by the Quality Licence Scheme.

Certificate of Achievement

Endorsed Certificate of Achievement from the Quality Licence Scheme

After successfully completing the Financial Advisor course, learners will be able to order an endorsed certificate as proof of their achievement. The hardcopy of this certificate of achievement endorsed by the Quality Licence Scheme can be ordered and received straight to your home by post, by paying —

  • Financial Advisor - Within the UK: £89
  • Financial Advisor - International: £89 + £10 (postal charge) = £99

IAO Accredited Certification from One Education

After successfully completing this Financial Advisor course, you will qualify for the IAO accredited certificate from One Education, as proof of your continued professional development. Certification is available in both PDF & hardcopy format, which can be received by paying —

  • Financial Advisor - PDF Certificate: £9
  • Financial Advisor - Hardcopy Certificate (within the UK): £15
  • Financial Advisor - Hardcopy Certificate (international): £15 + £10 (postal charge) = £25

Who is this course for?

This Finance: Financial Advisor course is ideal for

  • Students
  • Recent graduates
  • Job Seekers
  • Anyone interested in this topic
  • People already working in the relevant fields and want to polish their knowledge and skill.


There are no specific prerequisites to enrol in this Finance: Financial Advisor course. Anyone and everyone can take this course.

The Finance: Financial Advisor course is fully accessible from any internet-enabled smart device. So, you can study from the comfort of your home! All you need is a passion for learning, literacy, and being over the age of 16.

Career path

After completing this Financial Advisor course, students will be equipped with transferable skills and can explore a number of job prospects, such as:

  • Finance Advisor
  • Finance Analyst
  • Financial Confiscator
  • Financial Investigator

For these career opportunities, the average salary generally varies from £20,000 to £65,000 a year.

Questions and answers

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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.