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The online Financial Advisor Course from Oplex Careers develops the necessary skills and fundamental knowledge of the financial advising process.
This Financial Advisor Course will help learners to develop their skills as a financial advisor. The course will cover a range of modules and provide multiple examples for assessment. So if you keen to learn about numbers then take the Financial Advisor Course today.
The Financial Advisor Course is split into the following modules:
- Introduction to Financial Advisory
- Financial Planning
- Financial Personality
- The Wealth Framework
- Value of Advice
- Investment Rules
- Options for Investing
- Savings and Investments
- Minimising taxation
- Tax Planning
- Final Assessment
To assess the learners ability and knowledge to effectively understand the topics contained within the Financial Advisor Course, the course features a number of end of module interactive quiz questions.
Additionally, at the end of the course learners will also take an online multiple choice assessment test. This online multiple choice test is marked automatically so you will receive an instant grade and know whether you have passed the course.
On successful completion of this Financial Advisor Course learners will receive a CPD Certificate of Achievement award from Oplex Careers.
This certificate will be produced in PDF format, hard copies of the certificate will be available at an additional fee of £9.99.
This course is delivered online through eLearning. Learners of the course will receive instant access to our interactive student learning portal, which offers 24/7 access to the Financial Advisor Course.
The online Financial Advisor Course requires 60 hours to complete the course in full. This is only a guide to the learning hours required and it depends on how quickly an individual can absorb the information. The learning is online so it can be spread out over multiple sessions or done in one session.
Learners will have access to this course for up to 12 months from the date of joining. There is no time limit to complete the course during this period.
When you are studying a course it is always useful to know that you have the help and support of tutors that want you to succeed in your studies.
As part of the Financial Advisor Course you will receive access to our dedicated tutor support service. The academic tutors will be able to provide you with unlimited online email support to help answer any questions that you may have whilst you are studying the course.
Questions and answers
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Can I register as financial advisor with fca after completing the course
Hi, Thanks for getting in touch. This course is CPD Accredited which is training related to professional development and is recognised by schools and employers across the UK. Many of our learners use this course and certificate to support job applications as well as helping them move into further training required by their employer. Once you have registered onto your course, our team receive your order then send over your login details to get started right away. Hope this helps.This was helpful. Thank you for your feedback.
if I pass this course can i work as an independent financial advisor or I need another qualification to become fully qualified financial advisor?
This course is more of a stepping stone into the field of financial advisory. Upon completion you will gain a CPD certificate. You will need further studies to become a financial advisory because it is a regulated sector.This was helpful. Thank you for your feedback.
Does the certificate come with CPD accredited logo on it ??
Hi, Thanks for getting in touch. All of our certificates come with the CPD accredited logo on them as well as our logo and the grade you achieved. Hope this helps and if there is anything else, please feel free to get back in touch - we're happy to help. Regards, HelpdeskThis was helpful. Thank you for your feedback.