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Financial Advisor and Planner

Level 4 Endorsed Advanced Certificate | CPD UK Certified | FREE Gift Course: Business & Commercial Law | Tutor Support

One Education


£12 inc VAT
Study method
Online, self-paced
424 hours
Access to content
12 months
No formal qualification
120 CPD hours / points
  • Certificate of completion - £9
  • Certificate of completion - £89
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

144 students purchased this course

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Turn your financial expertise into a successful career with our 2-in-1 Financial Advisor course. Learn how to guide clients in making smart money decisions and become a trusted advisor in this rewarding field. Start your journey today.

Financial advisors play a critical role in helping individuals and businesses make informed decisions about their money. They help clients plan for their financial future, understand complex financial products, and make investment choices that align with their goals and risk tolerance. If you're passionate about finance and want to make a meaningful impact in people's lives, becoming a financial advisor might be the career for you. Consider taking our comprehensive Financial Advisor 2-in-1 course to gain the knowledge and skills needed to succeed in this exciting field.

By enrolling, you will pick up the skills and knowledge necessary to excel as a financial advisor throughout this course. Furthermore, you will get an additional course in business law to comprehend legal matters in your profession. What are you waiting for, then? Sign up today!

Courses you'll get-

  • Course 01: Financial Advisor
  • Course 02: Business Law & Commercial Law

Financial Advisor at QLS Level 4 course is endorsed by The Quality Licence Scheme & Accredited by CPDQS (with 250 CPD points) to make your skill development & career progression more accessible than ever!

Learning Outcome

Upon completion of this Financial Advisor course, you will be able to -

  • Understand what finance is
  • Know the essential skills needed to become a financial advisor
  • Make personal financial statements
  • Properly manage and assess financial risks
  • Use Google Analytics in financial planning
  • Discover the full scope of the business organisations' legal requirements

Key Highlights for Dog First Aid Course:

  • Quality Licence Scheme Endorsed
  • CPD Certification (CPD UK) Accredited Course
  • Unlimited Retake Exam & Tutor Support
  • Easy Accessibility to the Course Materials
  • 100% Learning Satisfaction Guarantee
  • Lifetime Access & 24/7 Support
  • Self-paced course modules



120 CPD hours / points
Accredited by The CPD Certification Service

Course media


Curriculum Breakdown:

Course 01: Financial Advisor

  • 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

Course 02: Business Law & Commercial Law

  • Module 01: Introduction to Commercial law
  • Module 02: Business Organisations
  • Module 03: International Trade: the Theory, the Institutions, and the Law
  • Module 04: Sales of Goods Law
  • Module 05: Consumer Law and Protection
  • Module 06: E-Commerce Law
  • Module 07: Competition Law

Method of Assessment

  • MCQ Based
  • Passing Marks 60%
  • Instant Assessment and Feedback

Who is this course for?

  • Professionals looking to start or advance their career in finance
  • Entrepreneurs seeking to better manage their personal finances
  • Individuals looking to gain a comprehensive understanding of financial planning and management
  • Anyone interested in building wealth and securing their financial future


This Financial Advisor course is open to all, with no formal entry requirements.

Career path

This Financial Advisor course will help you in exploring the following career pathways -

  • Financial Advisor (£36,000-£80,000)
  • Investment Analyst (£30,000-£55,000)
  • Wealth Manager (£40,000-£100,000)
  • Financial Planner (£35,000-£75,000)
  • Risk Analyst (£35,000-£65,000)
  • Insurance Underwriter (£20,000-£50,000)

Questions and answers

No questions or answers found containing ''.

cici asked:

Is this course for self-study without any help from you? If I complete all of course before 12 month, Can I get a certification immediately ?


Dear Learner, This is an online course and you can do at your own pace. You will receive tutor support with this course. You can obtain your certificate immediately after completing the course. Thanks

This was helpful. Thank you for your feedback.


Certificate of completion

Digital certificate - £9

Certificate of completion

Hard copy certificate - £89

QLS Endorsed Certificate

Hardcopy of this certificate of achievement endorsed by the Quality Licence Scheme can be ordered and received straight to your home by post, by paying —

  • Within the UK: £89
  • International: £89+ £10 (postal charge) = £99

CPD Certification Service Accredited Certification

  • Hardcopy Certificate (within the UK): £15
  • Hardcopy Certificate (international): £15 + £10 (postal charge) = £25


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What does study method mean?

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.

What are CPD hours/points?

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.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.