Financial Advisor Certification (FAC)
Level 4 - Online course Including Units 1, 2 and 3 with lifetime access
Summary
- Certificate of Achievement - Free
- Exam(s) / assessment(s) not included in price, and must be purchased separately
- Tutor is available to students
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Overview
A financial advisor provides ideas for portfolio management including money matters, investment and personal finances to their clients. Your guidance is helpful to clients when making decisions about their future, including investment management, pension plans, tax planning etc.
Certificates
Certificate of Achievement
Digital certificate - Included
Students will only be issued a Certificate of Achievement after sitting and passing the exam successfully.
*Exam fees are not included in the course fees.
Students will not be charged any additional fees to receive their Certificate upon completing and passing the exam successfully.
Description
This certification is comprised of three units: "Introduction to UK Financial Regulation & Professional Integrity", "Introduction to Investment, Risk & Taxation" and "Introduction to Financial Planning & Advice". You will learn to apply an interdisciplinary and integrated approach to defining, analysing and solving problems in finance. On completion, you will have gained a sound working knowledge and understanding of the financial world.
As a comprehensive course focusing on the UK financial services industry and its role in serving the consumer, the qualification develops specialist knowledge and skills by introducing you to the application of financial services regulation and the responsibilities of a regulated adviser. As part of this, it will provide you with an insight into the application and review of risk and ethics.
The certification will also equip you with the knowledge and skills required to offer financial advice as well as create, implement and maintain financial plans.
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Provider
The Certified Institute for Further Accreditation (CIFA) is a member of the CPD, offering online training that develops fully supported professional certifications, tailored to highly specialist fields of employment. Our level 4 certifications are designed to enable students to develop a basic knowledge of their specialist field prior to sitting professional certifications by awarding bodies. We focus on hard to enter niche industries including finance, languages, health and business-related topics. We work with academics from universities worldwide and industry experts to author our certifications programmes and pride ourselves on our dedication to the development of our students.
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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.
