Financial advisor courses

Financial Advisor Financial Advisors| Level 4 by CPD | 24/7 Tutor Support | Quiz Based Exam Included | 70 CPD Credits Financial Advisors is a diverse field and requires a specific skill set to be successful in professional life. This Level 4 Diploma for Financial Advisors … read more

The Financial Advisor course is perfect if you are looking to learn new skills, gain an accredited certificate, boost your confidence and achieve your study goals. Covering a comprehensive range of 11 course modules, students will have 24/7 access to the online Financial Advi … read more

This workshop covers the main elements of the three main financial statements under IFRS: profit & loss, balance sheet and cash flow statements.

The participants will learn how to build a three statement model using a detailed revenue forecast with price and volume drivers. A full debt schedule, including a cash sweep, is incorporated into the model. In addition to the main class case model, participants are given exer … read more

If you want to get a deep insight into this topic and start a career in this sector then this award-winning and best-selling UK Insurance Training course is the perfect choice for you. This UK Insurance Training course is approved by CPD . You can study at your own pace an … read more

The objective of this webinar is for participant to build a full three-statement forecast of a company on Excel based on two years of historicals

R05 Financial Protection forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse financial protection planning issues.

R01 Financial Services, Regulation and Ethics forms part of the Diploma in Regulated Financial Planning. The objective of this learning programme is to develop your knowledge and understanding of the financial services industry including regulation, legislation and the Code of … read more

This Insurance Account Manager is the only guide you need for learning the essential topics thoroughly and acquire the necessary skills for a special discounted price . With only 6 hours of training towards your CPD-accredited certificate and course materials designed … read more

This training will provide participants with an understanding of the financial statements of a bank, its regulatory environment and how to forecast and value a bank

This training allows participants to build a structured approach to the analysis and valuation of non-life companies. Specifically, through a mix of lecture, case studies and Excel modelling, the workshop will equip participants to: Familiarize themselves with the insurance … read more

Through this training, the participants build a core understanding of the banking world including the different types of banks and the key value drivers and performance indicators for a bank. The participants also review the role and main products of capital markets, namely eq … read more

Participants will learn how to build a full debt schedule, including mandatory repayment, cash sweep and a revolving credit facility.

This training covers the basic steps of merger modeling and the impact of a deal on the financial statements with a particular focus on leverage impact, accretion/dilution, RoIC vs. WACC, synergies paid away.

Popularity of equity release products are increasing, £1.06bn of property wealth was accessed via equity release products in Q1 2020, up by 14% from the previous year ( source: Equity Release Council) . As a result, the need for qualified professionals has significantly in … read more

R03 Personal Taxation forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investmen … read more

The aim of this training is to provide an overview of real estate modelling. Participants will be made familiar with different asset classes within real estate including retail, office and residential. There will be specific focus on optimising the financing structure of an in … read more

R04 Pensions and Retirement Planning forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop knowledge and understanding of and ability to analyse pension and retirement planning issues.

This workshop provides an overview of Mergers & Acquisitions including the difference between public takeover and private transactions, analysis of a competitive process, key legal documents with a focus on sales and purchase agreement, deal financing and impact.

This training is focused on acquiring the skills to write an effective business report for Corporate Finance professionals. Upon completion of this intensive course, participants will be able to: Understand the key sections of a business report; Learn how to juggle with … read more

In this training, we focus on understanding the detailed functionalities of Project Finance. We start by discussing the key features of Project Finance and then model a complex project finance industrial project with a construction phase and an offtake agreement. We then revie … read more

Based on the methodology developed by Aswath Damodaran, this propramme has been designed to develop the participants’ understanding of the key issues facing Finance professionals valuing Emerging Market (EM) companies. At the end of this programme, the participants will be abl … read more

The workshop lays the foundations to build a solid understanding of corporate valuation. The most common valuation methodologies are explained step-by-step, including Discounted Cash Flows and trading multiples.

Enhance your professional skills to a whole new level with the best-selling and award-winning UK Insurance and Practice course! Don’t waste time with poor quality training - study the UK Insurance and Practice and get an expertly-designed, great value training experience. Learn … read more

With a single payment you will gain access to Insurance Broker Training Level 3 including 10 Career development courses, original hardcopy certificate, transcript and a student ID card which will allow you to get discounts on things like music, food, travel and clothes … read more