Finance (Financial Advisor)
CPD Accredited | Interactive Learning Materials | Free PDF Certificate | Tutor Support | Lifetime Access
Cambridge Open Academy
Summary
- Certificate of Completion (PDF) - Free
- Certificate of Completion (Hard Copy) - £9.99
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
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Overview
In the ever-evolving landscape of finance, staying ahead of the curve is crucial. The Finance (Financial Advisor) course equips you with essential knowledge across eight comprehensive modules, encompassing everything from the foundations of finance to specialised areas such as divorce financial planning and private wealth management. This course offers theoretical insights to help you navigate the dynamic financial world.
Learning Outcomes:
- Master the fundamentals of finance, gaining a deep understanding of financial concepts and strategies.
- Develop essential skills for success in the financial advisory field, with an emphasis on theoretical expertise.
- Explore divorce financial planning and private wealth management, including the creation of personal financial statements.
- Learn to manage and assess financial risks effectively, contributing to financial security.
- Dive into investment planning, understanding theoretical principles for informed decision-making.
- Discover the power of Google Analytics in the financial realm, enhancing your analytical capabilities.
CPD
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Description
In this Finance (Financial Advisor) course, you'll embark on an educational journey through eight insightful modules. From understanding the bedrock of finance to acquiring knowledge on divorce financial planning and private wealth management, this course covers an array of theoretical concepts. We delve into risk assessment, investment planning, and even explore the application of Google Analytics in the financial domain.
Upon completing this course, you'll possess a solid grasp of finance and be equipped to navigate the intricacies of the financial advisory field with theoretical precision. Whether you're a financial enthusiast, aspiring advisor, or simply someone keen to enhance their financial acumen, this course is for you.
Course Curriculum:
- Module 01: Introduction to Finance
- Module 02: Essential Financial Advisor Skills for Success
- Module 03: Divorce Financial Planning
- Module 04: Private Wealth Management Concept and Making Personal Financial Statements
- Module 05: Manage & Assess Your Financial Risk
- Module 06: Investment Planning
- Module 07: Divorce Financial Planning
- Module 08: Know How to Use Google Analytics in Your Field
Who is this course for?
- Aspiring financial advisors
- Finance enthusiasts seeking theoretical knowledge
- Individuals interested in divorce financial planning
- Anyone eager to enhance their financial expertise
Career path
- Financial Advisor: £30,000 - £70,000 per year
- Investment Analyst: £35,000 - £80,000 per year
- Wealth Manager: £40,000 - £100,000+ per year
- Financial Planner: £30,000 - £70,000 per year
- Risk Analyst: £30,000 - £60,000 per year
- Portfolio Manager: £40,000 - £100,000+ per year
Questions and answers
Liked to know the free course included with this?
Answer:Hello Gayathri, Hope your are doing great. Thank you for your interest on this Finance (Financial Advisor) course. This course comes with Financial Analysis course which is completly Free. Do let us know if you have any queries. Thank You. Regadrds, Cambridge Open Academy
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Certificates
Certificate of Completion (PDF)
Digital certificate - Included
Once you have successfully completed the course, you will receive a CPD Accredited PDF certificate completely free of cost as a proof of your accomplishment.
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.
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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.
