Financial Advisor and Planner
Level 4 Endorsed Advanced Certificate | CPD UK Certified | FREE Gift Course: Business & Commercial Law | Tutor Support
One Education
Summary
- Certificate of completion - £9
- Certificate of completion - £89
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
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Overview
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
Achievement
Certificates
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
CPD
Course media
Description
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
Requirements
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
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 ?
Answer: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
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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.
