Add to basket or enquire
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
No questions or answers found containing ''.
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.
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.
Joshua Tucker asked:
After completion of this course, what further courses do you do in financial advisory?
Hi, Thanks for getting in touch. We have a wide range of courses that you could progress onto, including Anti-Money Laundering, Retail Banking and others. We look forward to welcoming you on board the team!This was helpful. Thank you for your feedback.
Rebecca Redmond asked:
Do you need level 1 & 2 for it to be creditable?
You can join the course straight at Level 3. There are no entry requirements to join this course. You will learn a great deal of information on the course and will receive a CPD Certification upon completion.This was helpful. Thank you for your feedback.
Will people try to sell me stuff on this course or is there any additional fees on top or the initial course fee ?
There are no additional fees once you have registered, and the course is all done in house, so no third parties will be in touch at all. The price you see today is a one off fee that will include everything you need to successfully complete your course. This includes 12 months unlimited access, tutor support, your final assessment (retake if needed), and your accredited certificate emailed over on completion.This was helpful. Thank you for your feedback.
If you are in debt can you get employed in finance or does debt go against you. previously asked answer did not answer question?
Generally we can only advise on the courses we offer and how they can help with supporting your professional development. Ultimately your financial circumstances should not impact your eligibility to apply for a job, although this would be best advised by your potential employer. ThanksThis was helpful. Thank you for your feedback.
Same Sealetsa asked:
what happens if you do not pass a module or pass the end test?
You can retake the End of Module tests, free of charge until you pass. Same with the Final Assessment. Thanks!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.
Is it useful for me as I want to be a finance adviser
The course provides a great foundation into the field of financial advisory and is an excellent starting point for beginners.This was helpful. Thank you for your feedback.
I have full cemap does this course let you be an financial advisor? What is included in it link is a bit vague
Hey there! This course would be great as a refresher for you as you already have knowledge in this field. You can use the modules taught to top up what you already know. Then once you have successfully completed your online Final Assessment, we will then process and send your accredited certificate via email. Hope this helps.This was helpful. Thank you for your feedback.
Hi, I am not yet a British citizen can study the Financial Planning course with CPD certificate and is there any requirements needed?
We have many international students studying this course. There are no previous entry requirements to study this course. Everyone is welcome to enrol on this course.This was helpful. Thank you for your feedback.
I work in a call centre doing debt collection. Would this course benefit me or any other if I'm looking to progress and gain knowledge
This course is aimed at those wanting to get into a particular career, or if you're already working in your field and want to move on into further training. Once you've successfully completed your course, we will process and send your CPD Accredited certificate via email for you to include in your CV and professional portfolio. Thanks!This was helpful. Thank you for your feedback.
I purchased this course yesterday still dont have access to it
The log in details should have been sent to your email address. If you still haven't received this please contact us directly.This was helpful. Thank you for your feedback.
Beth Taylor asked:
Is this course recognized by the FCA? Thanks in advance!
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.This was helpful. Thank you for your feedback.
Does it include exam (online?) or assement or multiple choices at the end of course? If it's fail can it be re-submit (fees charges?)?
Yes the course Final Assessment is based online which is included as part of your course. If you need / want to retake the Final Assessment, you can do so free of charge. Hope this helps. ThanksThis was helpful. Thank you for your feedback.
Can I register as financial advisor with fca after completing the course? -This question was asked, it received a reply that did not it. Please answer
This course is CPD Accredited which is training related to professional development. You can use the course to support job applications as well as helping you move into further training once in a job.. Hope this helps. RegardsThis was helpful. Thank you for your feedback.
Aisha Farina asked:
Hi, do we need to pass any exams for the financial advisor course? Or shall you give a certificate of completion, only? Thanks
Hi, There is an online Final Assessment to complete once you have finished all of your reading modules. Once successfully completed, we then send out you accredited certificate. Hope this helps. ThanksThis was helpful. Thank you for your feedback.
Rating and reviews
There haven't been any reviews for this course yet.Leave a review
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.