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Finance: Financial Advisor

5-in-1 Bundle | CPD Accredited | Interactive Learning Materials | Free PDF Certificate | Tutor Support | Lifetime Access


Cambridge Open Academy

Summary

Price
£35 inc VAT
Study method
Online
Duration
2 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Certificate of Completion (PDF) - Free
  • Certificate of Completion (Hard Copy) - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Finance is the lifeblood of any successful venture, and a firm grasp of financial principles is a necessity in today's world. Our Finance: Financial Advisor course, with its eight comprehensive modules, equips you with the essential knowledge and skills to navigate the intricate world of finance. From understanding the fundamentals of finance to specialized topics like Divorce Financial Planning and Investment Strategies, this course covers it all.

Learning Outcomes:

  • Gain a deep understanding of financial principles, from basic concepts to complex investment strategies.
  • Develop essential financial advisor skills, equipping you with the tools to guide individuals in managing their wealth effectively.
  • Explore the nuances of divorce financial planning, ensuring you can offer invaluable advice during challenging times.
  • Master the art of private wealth management, including creating personal financial statements that align with clients' aspirations.
  • Learn to assess and manage financial risks, securing a stable financial future for your clients.
  • Dive into the world of investment planning, uncovering opportunities and maximizing returns for your clients.

This Bundle Consists of the Following Courses:

  • » Course 01: Finance: Financial Advisor
  • » Course 02: Financial Modelling Course - Learn Online
  • » Course 03: Financial Wellness: Managing Personal Cash Flow
  • » Course 04: Finance: Financial Investigator
  • » Course 05: Financial Analysis : Finance Reports

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.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

In today's dynamic financial landscape, our Finance: Financial Advisor course is your key to success. Throughout eight meticulously crafted modules, you will delve deep into the world of finance, empowering yourself with the knowledge required to navigate the intricacies of wealth management, investment, and risk assessment. From understanding the fundamentals to mastering divorce financial planning, this course equips you with the expertise to assist clients in achieving their financial goals.

Join our course and become a trusted financial advisor, ready to offer indispensable guidance in various financial scenarios. Each module provides you with a solid foundation in finance, ensuring you're well-prepared to enter this industry or enhance your existing skills. Discover the power of financial literacy and embark on a rewarding career path as a Finance: Financial Advisor.

Course Curriculum:

  • Module 01: Basic Understanding of Finance
  • 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?

  • Aspiring financial advisors seeking in-depth financial knowledge.
  • Individuals interested in personal financial planning and wealth management.
  • Professionals looking to broaden their expertise in investment planning.
  • Anyone keen on mastering divorce financial planning.

Career path

  • Entry-level Financial Advisor: £30,000 - £40,000 per year
  • Senior Financial Advisor: £50,000 - £70,000 per year
  • Wealth Manager: £60,000 - £90,000 per year
  • Investment Analyst: £40,000 - £60,000 per year
  • Risk Management Specialist: £45,000 - £70,000 per year
  • Divorce Financial Planner: £35,000 - £60,000 per year

Questions and answers

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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.