Course Curriculum:
Here is a curriculum breakdown of the Finance: Financial Advisor:
Finance: Financial Advisor
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
How is the Finance: Financial Advisor bundle 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 claim a certificate endorsed by the Quality Licence Scheme.
Certificate of Achievement
Endorsed Certificate of Achievement from the Quality Licence Scheme
After successfully completing the Finance: Financial Advisor bundle, learners will get an endorsed certificate (included with the course) delivered right at their doorstep by post, without paying a single penny! Note that learners residing outside the UK have to pay a £10 postage charge.
For Additional Courses
For the additional Quality Licence Scheme endorsed certificates from the additional courses, you have to pay the fees based on level of each course:
- No Level- £29
- Level 1 - £29
- Level 2 - £59
- Level 3 - £69
- Level 4 - £79
- Level 5 - £99
- Level 6 - £109
- Level 7 - £119
IAO Accredited Certification from One Education
After successfully completing the courses under this Finance: Financial Advisor bundle, you will also qualify for IAO Accredited Certificates for each of the courses. Certification is available in PDF format, at the cost of £9, or a hard copy can be sent to you via post at £15.
