Skip to content

Financial Advisor Certification (FAC) - CPD Approved at Level 4,5,7

25-in-1 Exclusive Bundle | Basic to Advanced | 25 FREE PDF & A Hardcopy Certificate | Tutor Support Included


Skill Up

Summary

Price
£139 inc VAT
Or £46.33/mo. for 3 months...
Study method
Online
Duration
95 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
250 CPD hours / points
Certificates
  • CPD Accredited Digital Certificate - Free
  • CPD Accredited Hardcopy Certificate - £19.99
Additional info
  • Tutor is available to students

Add to basket or enquire

Overview

Navigating the world of finance demands precision, trust, and expertise. The Financial Advisor Certification (FAC) is your gateway to becoming a respected professional in this dynamic industry. With the UK financial services sector contributing over £132 billion annually to the economy, the demand for qualified financial advisors has never been higher. This course is designed to equip you with the essential knowledge and credentials to thrive.

Statistics show that financial advisors in the UK earn between £30,000 and £70,000, with senior roles reaching upwards of £90,000 annually. The Financial Advisor Certification (FAC) not only enhances your credibility but also broadens your career prospects within banks, investment firms, and insurance companies. Whether you're starting fresh or seeking career advancement, this certification offers a robust pathway.

Through the Financial Advisor Certification (FAC) programme, you will learn to analyse financial products, interpret market trends, and deliver tailored advice. The programme reflects the evolving UK regulatory environment and the increasing complexity of client needs, ensuring you stay relevant and competitive. A rewarding career awaits those who commit to mastering this qualification.

This Financial Advisor Certification (FAC) - CPD Approved at Level 4,5,7 Bundle Includes the following Courses:

  • Course 01: Financial Advisor Certification (FAC) - Level 4
  • Course 02: Financial Analysis - Level 5
  • Course 03: Financial Administrator
  • Course 04: Financial Modelling Course – Learn Online
  • Course 05: Pensions Training
  • Course 06: Fundamentals of Corporate Finance
  • Course 07: Investment Advisor Certification (IAC)
  • Course 08: Investment Banking Analysis: Valuation and Financial Modeling Techniques
  • Course 09: Central Banking Monetary Policy
  • Course 10: Estate Agent & Property Valuation
  • Course 11: Basic Business Finance
  • Course 12: Strategic Business Management
  • Course 13: Financial Modelling for Decision Making and Business plan
  • Course 14: Understanding Financial Statements and Analysis
  • Course 15: Making Budget & Forecast
  • Course 16: Accounting and Finance
  • Course 17: Managerial Accounting Masterclass
  • Course 18: Xero Accounting and Bookkeeping Online Course - Level 7
  • Course 19: Business Law
  • Course 20: Contract Management Training UK
  • Course 21: Introduction to Internal Audit
  • Course 22: Anti-Money Laundering (AML) Training - Level 5
  • Course 23: Compliance & Risk Management
  • Course 24: Financial Controller
  • Course 25: Know Your Customer Course (KYC)

Learning Outcomes of Financial Advisor Certification (FAC) programme:

  • Apply UK financial regulations and compliance standards.
  • Develop skills to construct personalised financial plans.
  • Evaluate investment options and risk factors.
  • Communicate complex financial information clearly to diverse clients.
  • Demonstrate ethical decision-making.
  • Navigate retirement planning strategies.
  • Prepare clients for wealth management challenges.

Certificates

CPD Accredited Digital Certificate

Digital certificate - Included

This Financial Advisor Certification (FAC) - CPD Approved at Level 4,5,7 comes with FREE CPD Accredited PDF certificates, making this an excellent value for money.

CPD Accredited Hardcopy Certificate

Hard copy certificate - £19.99

Receive A Free CPD Accredited Hardcopy Certificate! (According to the Learner's Choice)

For additional courses, there is a charge of £19.99 per copy. The delivery fee for hardcopy certificates is free for UK residents, whereas it costs £10 for international students as delivery charge.

CPD

250 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The Financial Advisor Certification (FAC) programme provides comprehensive training designed to prepare learners for a career as certified financial advisors in the UK. The course covers essential financial planning topics including investment strategies, tax regulations, pension schemes, and risk assessment. This qualification is highly recognised in the UK financial sector and is aligned with industry standards and compliance requirements.

Students will develop the expertise needed to advise clients on managing their assets, optimising savings, and preparing for future financial goals. The Financial Advisor Certification (FAC) blends theoretical knowledge with relevant UK market insights, ensuring candidates are ready for immediate employment or career progression. Completion of this course enhances your prospects in various roles within banks, wealth management firms, and insurance providers.

_____________________________________________________________________________________________

Our Learner's Top Reviews:

  • Nagina Firdose - “Studying and learning with Skill Up has sincerely been an amazing and valuable experience for me.”
  • Ma Katrina Q Diomampo- “Affordable Course with freebies subject that is very useful. Course are straight forward and relevant and modules are easy to navigate.”
  • Michael - “It's a top notch company with a well thought out course that delivers with top of the line customer care representative.”

Over 100+ glowing reviews.

_____________________________________________________________________________________________

Who is this course for?

  • Individuals seeking a recognised qualification in financial advisory within the UK.
  • Career changers aiming to enter the financial services industry.
  • Professionals wanting to improve their financial planning knowledge.
  • Graduates interested in a career in wealth management or insurance.
  • Those preparing to work under UK financial regulatory bodies.

Please note: This course does not qualify you to practise professionally in this specific field. Instead, it is designed to help you understand the fundamental concepts and enhance your knowledge within the relevant area.

Requirements

  • Basic understanding of finance or mathematics recommended.
  • Access to a computer with internet for online study.

Career path

  • Financial Advisor: £30,000 – £45,000
  • Investment Consultant: £35,000 – £55,000
  • Wealth Manager: £40,000 – £65,000
  • Insurance Advisor: £28,000 – £40,000
  • Pension Specialist: £32,000 – £50,000
  • Financial Planner: £33,000 – £60,000

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

FAQs

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 2025. All rights reserved.