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Financial Advisor Certification (FAC) - CPD Approved cover image

Financial Advisor Certification (FAC) - CPD Approved
Training Express Ltd

31 Courses Bundle | CPD Accredited | Free PDF & Hard Copy Certificate included | Free Retake Exam | Lifetime Access

Summary

Price
Save 31%
£120 inc VAT (was £175)
Or £40.00/mo. for 3 months...
Offer ends 28 February 2026
Study method
Online
Duration
150 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
210 CPD hours / points
CPD What's this?
Certificates
  • Digital certificate - Free
  • Hard copy certificate - Free
  • QLS Endorsed Certificate - £79
Assessment details
  • Multiple Choice Question (MCQ) (included in price)
Additional info
  • Tutor is available to students
6 students purchased this course

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Overview

✩ Trusted by Over 10K Business Partners & 1 Million Students Around the World! ✩

Ready to become a top Financial Advisor in today’s fast-growing finance world? With more people seeking guidance on investments, pensions, and savings, the demand for a qualified Financial Advisor is soaring. In the UK, a skilled Financial Advisor can earn between £35,000 and £70,000 per year, making it one of the most rewarding roles in the financial sector.

Introducing our Financial Advisor Certification (FAC) – CPD Approved the complete training package to help you succeed as a Financial Advisor. Whether you're starting out or aiming to upgrade your skills, this course covers everything you need to shine in the Financial Advisor field.

Here’s what you’ll gain from this course:

  • Learn UK Financial Regulations and the role of a Financial Advisor

  • Explore Financial Management, Investment, and Estate Planning

  • Understand Pension Consulting, Risk Management, and Business Law

  • Develop skills in Xero Accounting, Financial Modelling, and AML compliance

To become a Financial Advisor, you need strong financial knowledge, confidence in client communication, and the ability to assess investment risks. This course gives you the full toolkit to grow as a trusted Financial Advisor.

Don’t miss your chance to start or advance your journey as a Financial Advisor. With 30+ in-depth modules, you'll gain the real-world insight every Financial Advisor needs.

Take the first step—enrol today and become the Financial Advisor the industry is looking for.

Industry Growth Insights

The global demand for Financial Advisors is expected to grow by 15% between 2024 and 2030, driven by financial complexity, retirement planning needs, and increasing wealth management services. With over 263,000 job postings in the financial advisory sector worldwide last year alone, this field offers long-term security and global reach.

Benefits of Becoming a Certified Financial Advisor

  • Build trust with clients through certified expertise
  • Expand your global reach as a remote or in-person Financial Advisor
  • Provide high-value consultation for investments, tax, estate, and retirement
  • Earn higher income with specialised Financial Advisor qualifications
  • Stand out with a CPD-approved certificate

Key Features

  • Accredited by CPD
  • Instant e-certificate
  • FREE PDF + Hardcopy certificate
  • Easy payment method
  • Fully online, interactive course with audio voiceover
  • Self-paced learning and laptop, tablet, smartphone-friendly
  • Learn Anytime, Anywhere
  • 24/7 Learning Assistance
  • Best Value Price
  • Discounts on bulk purchases

Enrol now in this Financial Advisor Certification (FAC) course to excel!

Certificates

Digital certificate

Digital certificate - Included

Once you’ve successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

QLS Endorsed Certificate

Hard copy certificate - £79

Diploma in UK Financial Regulations & Professional Integrity Level 4

Assessment details

Multiple Choice Question (MCQ)

Included in course price

CPD

210 CPD hours / points
Accredited by CPD Quality Standards

Course media

Resources

Description

This Bundle Includes:

  • Course 01: Diploma in UK Financial Regulations & Professional Integrity Level 4
  • Course 02: Financial Advisor
  • Course 03: Financial Management
  • Course 04: Pension Consultant
  • Course 05: Corporate Finance Advanced
  • Course 06: Investment
  • Course 07: Investment Banking
  • Course 08: Estate Agent & Property Valuation
  • Course 09: Advanced Accounting & Bookkeeping
  • Course 10: Basic Business Finance
  • Course 11: Financial Analysis Course
  • Course 12: Budget & Forecast
  • Course 13: Financial Risk Management Basics
  • Course 14: Xero Accounting Software Complete Course - Beginner, Intermediate & Advanced
  • Course 15: Financial Modelling
  • Course 16: Central Banking Monetary Policy
  • Course 17: Business Law
  • Course 18: Contract Manager
  • Course 19: Strategic Business Management
  • Course 20: Internal Audit Analyst
  • Course 21: Anti-Money Laundering (AML) And KYC Concepts
  • Course 22: Compliance Risk Management and AML Training

9 Career Focused Courses:

  • Course 01: Professional CV Writing and Job Searching
  • Course 02: Communication Skills Training
  • Course 03: Career Development Training
  • Course 04: Time Management
  • Course 05: Returning to Work Training
  • Course 06: Project Management
  • Course 07: Leadership Skills
  • Course 08: Body Language
  • Course 09: Interview and Recruitment

Learning Outcomes:

  • Understand budgeting, forecasting and financial analysis techniques.
  • Gain insights into investment and banking operations.
  • Learn key principles of anti-money laundering and compliance.
  • Explore business law and strategic business management concepts.
  • Master accounting, Xero software, and financial modelling tools.
  • Develop internal audit and financial risk management skills.

Accreditation

All of our courses are fully accredited, including this Financial Advisor Certification (FAC) Course, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in Financial Advisor Certification (FAC).

Certification

Once you’ve successfully completed your course, you will immediately be sent a FREE digital & Printed certificate (only printed certificate delivery fee applicable). Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

Who is this course for?

This Financial Advisor Certification (FAC) Course can be taken by anyone who wants to understand more about the topic. With the aid of this course, you will be able to grasp the fundamental knowledge and ideas. Additionally, this Financial Advisor Certification (FAC) Course is ideal for:

  • Individuals looking to start a role in financial advisory.
  • People interested in banking, investment, or finance management.
  • Estate agents or property professionals expanding into valuation.
  • Those working in business law, contracts, or compliance fields.
  • Anyone keen to build a foundation in accounting and analysis.

Requirements

Learners do not require any prior qualifications to enrol on this Financial Advisor Certification (FAC) Course. You just need to have an interest in Financial Advisor Certification (FAC) Course.

Career path

After completing this Financial Advisor Certification (FAC) Course you will have a variety of careers to choose from. The following job sectors of Financial Advisor Certification (FAC) Course are:

  • Financial Advisor – £30K to £60K/year.
  • Pension Consultant – £28K to £55K/year.
  • Internal Audit Analyst – £32K to £58K/year.
  • Investment Banker – £40K to £80K/year.
  • Contract Manager – £35K to £65K/year.

Questions and answers

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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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