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Financial Advisor Certification (FAC) - CPD Approved cover image

Financial Advisor Certification (FAC) - CPD Approved
Skill Up

20 Courses Programme | 200 CPD Points | 20 Free Digital Certificate| Tutor Support| Lifetime Access

Summary

Price
Save 31%
£75 inc VAT (was £109)
Or £25.00/mo. for 3 months...
Offer ends 14 June 2026
Study method
Online
Duration
75 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
200 CPD hours / points
CPD What's this?
Certificates
  • 20 CPD Accredited Digital Certificates - Free
  • Transcript - Free
  • CPD Accredited Hardcopy Certificate - £19.99
Assessment details
  • Multiple Choice Question (MCQ) (included in price)
Additional info
  • Tutor is available to students
1 student purchased this course

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Overview

***Exclusive Deal for this Month !! Financial Advisor Certification (FAC) - 20 CPD Accredited Courses Bundle + Free Certifications***

Financial decisions shape personal wealth, business stability, retirement planning, and long-term investment outcomes. A Financial Advisor plays a central role in helping individuals and organisations assess options, manage financial objectives, and navigate increasingly complex financial environments. With growing awareness around investments, pensions, compliance, and budgeting, the role of a Financial Advisor remains highly relevant across modern financial services.

As economic conditions evolve and regulatory expectations continue strengthening, organisations increasingly value professionals with structured financial knowledge. A Financial Advisor supports planning, forecasting, risk awareness, and investment considerations while maintaining ethical and compliant decision-making standards. Strong analytical thinking and financial understanding make the Financial Advisor profession essential across advisory, banking, and corporate finance environments.

This programme introduces learners to the core principles associated with a Financial Advisor, covering financial analysis, modelling, pensions, investment planning, business finance, compliance, anti-money laundering, and risk management. Learners will understand how a Financial Advisor supports informed decision-making, financial organisation, and strategic planning across personal and corporate financial activities.

This Financial Advisor Certification (FAC) 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: Fundamentals of Corporate Finance
  • Course 06: Pensions Training
  • Course 07: Investment Advisor Certification (IAC)
  • Course 08: Investment Banking Analysis: Valuation and Financial Modeling Techniques
  • Course 09: Financial Planning Course
  • Course 10: Basic Business Finance
  • Course 11: Strategic Business Management
  • Course 12: Financial Modelling for Decision Making and Business plan
  • Course 13: Business Law
  • Course 14: Making Budget & Forecast
  • Course 15: Financial Controller
  • Course 16: Accounting and Finance
  • Course 17: Xero Accounting - Level 5
  • Course 18: Financial Investigator
  • Course 19: Anti-Money Laundering (AML) Training - Level 5
  • Course 20: Compliance & Risk Management

Learning Outcomes:

  • Understand the role of a Financial Advisor in modern finance
  • Recognise financial planning principles and objectives
  • Identify core investment and pension concepts
  • Understand budgeting and forecasting processes
  • Analyse financial reports and performance indicators
  • Recognise compliance and regulatory awareness requirements
  • Understand financial modelling concepts
  • Identify risk management considerations in advisory services
  • Strengthen analytical understanding linked to a Financial Advisor role
  • Improve strategic finance awareness as a Financial Advisor

Certificates

Assessment details

Multiple Choice Question (MCQ)

Included in course price

CPD

200 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This programme introduces learners to the essential principles required for a Financial Advisor career pathway. It explains how a Financial Advisor supports financial planning, investment awareness, and informed financial decision-making.

Learners study financial analysis, corporate finance, budgeting, pensions, and modelling concepts relevant to advisory and business finance environments. The course highlights how a Financial Advisor interprets financial information to support planning objectives.

Modules covering compliance, anti-money laundering, and risk management strengthen regulatory understanding and operational awareness. The Financial Advisor role is linked to ethical standards and financial responsibility.

Additional areas include investment analysis, business law, accounting, and financial control. By the end, learners gain structured knowledge relevant to the responsibilities and wider functions of a Financial Advisor.

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  • Nagina Firdose - “Studying and learning with Skill Up has sincerely been an amazing and valuable experience for me.”
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  • 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.

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Who is this course for?

  • Individuals interested in finance careers
  • Learners pursuing advisory roles
  • Graduates entering financial services sectors
  • Business professionals improving financial knowledge
  • Individuals interested in investment and planning principles

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 numeracy and analytical ability
  • Access to an internet-enabled device
  • Interest in finance and financial planning

Career path

  • Financial Administrator – £24,000 to £32,000
  • Paraplanner – £28,000 to £40,000
  • Investment Analyst – £32,000 to £50,000
  • Financial Advisor – £35,000 to £60,000
  • Compliance Analyst – £30,000 to £45,000
  • Financial Planner – £40,000 to £70,000

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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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