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Financial Advisor Course - Level 3 CPD Accredited

Oplex Careers

Summary

Price
Save 58%
£12 inc VAT (was £29)
Offer ends 30 September 2024
Study method
Online
Duration
22 hours · Self-paced
Qualification
No formal qualification
CPD
22 CPD hours / points
CPD What's this?
Additional info
  • Tutor is available to students
953 students purchased this course

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Overview

The online Financial Advisor Course from Oplex Careers develops the necessary skills and fundamental knowledge of the financial advising process.

CPD

22 CPD hours / points
Accredited by The CPD Certification Service

Course media

Description

Course Description

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.

Course Syllabus

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

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.

Certificate

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.

Course Format

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.

Course Duration

The online Financial Advisor Course requires 22 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.

Tutor Support

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 ''.

MIRACLE asked:

Can I register as financial advisor with fca after completing the course

Answer:

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.
Mohammed asked:

if I pass this course can i work as an independent financial advisor or I need another qualification to become fully qualified financial advisor?

Answer:

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.
Aidan asked:

Does the certificate come with CPD accredited logo on it ??

Answer:

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, Helpdesk

This was helpful. Thank you for your feedback.
Rebecca Redmond asked:

Do you need level 1 & 2 for it to be creditable?

Answer:

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.
Raz asked:

Is it useful for me as I want to be a finance adviser

Answer:

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.
Joshua Tucker asked:

After completion of this course, what further courses do you do in financial advisory?

Answer:

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.
Deniz asked:

Will people try to sell me stuff on this course or is there any additional fees on top or the initial course fee ?

Answer:

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.
Same Sealetsa asked:

what happens if you do not pass a module or pass the end test?

Answer:

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.
L asked:

If you are in debt can you get employed in finance or does debt go against you. previously asked answer did not answer question?

Answer:

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. Thanks

This was helpful. Thank you for your feedback.
Elebrown asked:

I have full cemap does this course let you be an financial advisor? What is included in it link is a bit vague

Answer:

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.
Mharielle asked:

Hi, I am not yet a British citizen can study the Financial Planning course with CPD certificate and is there any requirements needed?

Answer:

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.
Sophie asked:

Is this course classed as a higher education qualification?

Answer:

This course is CPD Accredited which is training related to professional development and is recognised by schools and employers across the UK. This is not equivalent to a formal qualification. Instead this course will introduce you into the field teaching practical skills that you could then use to support your CV and job applications.

This was helpful. Thank you for your feedback.
Finlay asked:

Hi, Upon completion of this course, what would be the next step if I was to become a financial advisor?

Answer:

After successful completion of the course you will receive your CPD certified certificate. You can use the course and certificate to help with job applications and lead on to further training.

This was helpful. Thank you for your feedback.
James asked:

Do you require prior training for this course, or can you begin here? also are there any other qualifications needed to work within the field?

Answer:

All you need to start this course is access to the interest and an interest in the field of financial advice. There are no other requirements. Hope this helps. Thanks

This was helpful. Thank you for your feedback.
Martina asked:

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

Answer:

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.
sharmi asked:

I purchased this course yesterday still dont have access to it

Answer:

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!

Answer:

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.
Tin asked:

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?)?

Answer:

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. Thanks

This was helpful. Thank you for your feedback.
Robert asked:

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

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. Regards

This 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

Answer:

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. Thanks

This was helpful. Thank you for your feedback.
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Reviews

2.3
Course rating
46%
Service
46%
Content
46%
Value

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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