Finance & Investment

This Finance & Investment course is designed for Finance Managers, Finance Analysts, Financial Advisors, Financial Investigators, and Financial Confiscators.

In this course, we will take you through finance & investment, the financial industry, financial concepts, roles and responsibilities of financial advisors, financial planning, its importance, code of ethics, process and objectives. You will also explore wealth management, private wealth management, its concepts, risks, major types of risks, how risks arise, financial risk management, and how to create balance sheets and personal financial statements through this finance & investment course.

Furthermore, there are various skills you need to acquire for finance & investment like SMART objectives, communications skills, various approaches that can be taken, the mindset of a top advisor, and know how to work with Google Analytics, the important metrics it has and its features. To finish off our course, you will get a comprehensive introduction to investment planning, its basic objectives and principles, divorce financial planning, how much a divorce cost, protecting your pension during divorce and how the court will decide a fair divorce settlement.

Learning Outcomes

By the end of the course, learners will be able to:

• Gain a thorough understanding of the financial industry and financial concepts
• Know the roles and responsibilities and gain the skills required to become a financial advisor
• Know how private wealth management is different from wealth management
• Learn about financial risks, financial risk management and the process of managing financial risks
• Gain in-depth knowledge on financial planning, its importance and objectives
• Become familiar with divorce financial planning, how to divide the money and property from splitting divorce costs and settlements
• Understand the basic principles of investing and how to build an investment portfolio
• Find out about Google Analytics, its features and uses

Key Features of this Course :

• Instant e-certificate and hard copy dispatch by next working day
• Fully online, interactive course with audio voiceover
• Developed by professionals in the field
• Self-paced learning and laptop, tablet, smartphone-friendly
• 24/7 Learning Assistance
• Discounts on bulk purchases

Corporate Training

• Designed Specifically To Meet The Needs Of Corporate Training Programs
• Industry-standard Course Lengths Aligned With Market Standards
• Trusted By 10,000+ Businesses Worldwide
• Boost Learning, Cut Costs
• Strategic Alignment With Business Goals
• Data-driven Insights And Industry Benchmarks To Adapt Training To Evolving Needs
• Current & Relevant Content Regularly Updated To Stay Relevant

*** Additional Gifts ***

• Free Life coaching Course

*** (Offer Ends Soon) ***

Certificate of completion

Digital certificate - Included

Certificate of completion

Hard copy certificate - Included

Course Curriculum

The detailed curriculum outline of our Finance & Investment course is as follows:

***Finance & Investment***

• Module 01: Introduction to Finance
• Module 02: Essential Skill for Financial Advisor
• Module 03: Financial Planning
• Module 04: Wealth Management and Guide to Make Personal Financial Statements
• Module 05: Financial Risk Management and Assessment
• Module 06: Investment Planning
• Module 07: Divorce Planning
• Module 08: Google Analytics for Financial Advisors

Accreditation

All of our courses, including this course, are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Certification

Once you’ve successfully completed your course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £3.99). Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

Assessment

At the end of the course, there will be an online assessment, which you will need to pass to complete the course. Answers are marked instantly and automatically, allowing you to know straight away whether you have passed. If you haven’t, there’s no limit on the number of times you can take the final exam. All this is included in the one-time fee you paid for the course itself.

Anyone with a knack for learning new skills can take this course. While this comprehensive training is popular for preparing people for job opportunities in the relevant fields, it also helps to advance your career for promotions.

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