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Financial Advisor : Financial Advisor
Study Hunt

CPD Accredited | Free Digital Certificate | No Hidden Fees | 100% Pass Rate | Tutor Support | Lifetime Access

Summary

Price
£19 inc VAT
Study method
Online, On Demand
Duration
1.9 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Reed Courses Certificate of Completion - Free
  • CPD Accredited Certificate - (Verified) - £4.99
Assessment details
  • Online MCQ Assessment (included in price)
Additional info
  • Tutor is available to students

Add to basket or enquire

Overview

Financial Advisor

  • Boost your financial career with expert-led training – learn at your own pace and earn a CPD-accredited certificate.

Are you aiming to launch or grow your career in finance? This Financial Advisor course is an excellent starting point for anyone looking to gain a comprehensive understanding of financial advising, investment planning, risk assessment, and client relationship management.

Created in collaboration with industry experts and aligned with international standards, this course will equip you with the practical skills and theoretical knowledge needed to succeed in this competitive field. Whether you're seeking employment, freelancing opportunities, or planning to run your own advisory firm, this course gives you a career-ready edge.

Why choose this Financial Advisor course?

  • CPD Accredited

  • FREE PDF Certificate upon successful completion

  • Lifetime access – study at your own pace

  • Instant course access after enrolment

  • Globally accepted lesson structure

  • 24/7 tutor support to help guide your learning

Enrol now to start your journey toward becoming a certified and confident financial advisor.

Certificates

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD Accredited Certificate - (Verified)

Digital certificate - £4.99

CPD Accredited Certificate in PDF format from STUDY HUNT after a successful completion. You have to spend only £5 to get a CPD Accredited Certificate (Verified) PDF format of this certificate.

Assessment details

Online MCQ Assessment

Included in course price

  • FREE MCQ exams with unlimited retakes
  • Instant Results & Certificate

Curriculum

8
sections
9
lectures
1h 53m
total

Course media

Description

Financial Advisor (Self-Paced Online Course)

Take control of your learning with this flexible, self-paced Financial Advisor course. Study at your own pace, anytime and anywhere, using any smart device. Designed to fit around your schedule, this course is perfect for busy professionals and aspiring financial experts.

If you encounter any issues while accessing your course materials, our 24/7 customer support team is ready to help you with prompt and friendly assistance.

Certificate of Achievement

After successfully completing the Financial Advisor course, you will receive a FREE PDF Certificate of Completion to recognise your achievement.

CPD Accredited Certification Options

To further boost your professional profile, you can opt to receive CPD-accredited certificates for a small fee:

  • CPD Accredited PDF Certificate – £4.99
    A downloadable, verified certificate from Study Hunt, ideal for showcasing on your CV or LinkedIn.

  • CPD Accredited Printed Certificate – £14.99
    A high-quality, physical version of your accredited certificate delivered to your address.

Transcript Options

Document your learning in detail with official transcripts:

  • PDF Transcript – £5
    A downloadable transcript summarising your course content and achievements.

  • Printed Transcript – £14.99
    A hard copy of your course transcript, perfect for job applications or professional use.

Buying for Your Team?

You can easily purchase this Financial Advisor course for a colleague or team member. Simply add the course to your basket, enter the recipient’s details and an optional message at checkout.

Refund Policy

We offer a 14-day money-back guarantee. If you're not fully satisfied with your course and haven't completed it, you can request a refund directly from your dashboard—no questions asked.

Who is this course for?

This course is ideal for:

  • Aspiring financial advisors or consultants

  • Individuals seeking a career in banking or wealth management

  • Business owners looking to understand financial planning

  • Professionals aiming to boost finance-related skills

  • Anyone interested in personal finance and investments

Requirements

  • No formal qualifications required

  • Basic understanding of English recommended

  • Access to a smart device and internet connection

  • Willingness to learn and apply financial concepts

Career path

  • Financial Advisor

  • Wealth Manager

  • Investment Consultant

  • Banking Executive

  • Financial Analyst

  • Insurance Advisor

  • Independent Finance Coach

This course prepares learners for both entry-level and advanced roles in financial services.

Questions and answers

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Reviews

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Legal information

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.

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.
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Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.