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.
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.
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.
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.
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.
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.
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.
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.
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