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Financial Advisor course

Level 4 Diploma for Financial Advisor | CPD Accredited | 24/7 Tutor Support | Quiz based Assessment


UK Professional Development Academy LTD

Summary

Price
£12 inc VAT
Study method
Online
Course format What's this?
Reading material - PDF/e-book
Duration
4 weeks · Self-paced
Access to content
12 months
Qualification
No formal qualification
CPD
70 CPD hours / points
Certificates
  • Certificate of completion - £39
  • Certificate of completion - £55
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

71 students purchased this course

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Overview

Financial Advisor course, Certificate in Financial Advisor, Level 4 Diploma in Financial Advisor, CPD Accredited Diploma, Quiz-based assessment included; this Financial Advisor course comes with easy-to-understand e-learning material.

Financial Advisor is a diverse field and requires a specific skill set to be successful in professional life. This Level 4 Diploma for Financial Advisors will equip you with the desired skill sets and practical knowledge. The financial advisor course benefits newcomers in a field or professionals already working in an organisational setting. This financial advisor course touches on the theoretical as well as practical aspects of all the aspects of Financial Advisor Management.

Upon successful completion of this Financial Advisor course, you will gain knowledge relevant to accounting and Financial Advisors, learn the various roles and responsibilities of Accountants and Financial Advisors in the modern world, and learn the communication strategies used in the financial world. We believe completing this financial advisor course will help you develop the skills required in the job market.

Upon successfully completing this Financial Advisor course, you will get a CPD Accredited Certificate of Completion that adds value to your resume. Moreover, you will attain the knowledge and skills to excel in your career. All you need to do is have a strong internet connection, any digital device or a mobile phone. So what are you waiting for?? Enrol in this Financial Advisor course now and start learning instantly!

Enrol in this Financial Advisor course now and start learning instantly! There is no better time to get started than right now!

CPD

70 CPD hours / points
Accredited by Step Ahead CPD Qualifications

Course media

Description

Financial Advisor

This Level 4 Diploma in Financial Advisor is designed to decrease the gap between required skills in the job market and the skills one possesses. Further, completing the Financial Advisor course will increase the chances of employability as most employers require the skill sets learned in this Financial Advisor course. This Financial Advisor course is ideal for those who are upgrading their skills in the Financial Advisor field. If you are interested in advancing your career as a Financial Advisor, this Financial Advisor course at a significant discount is the best option.

Financial Advisor Course Outline

This Financial Advisor CPD course in Level 4 Financial Advisor comprises seven modules in which learners must achieve 70 credits.

Module Outline

The Mandatory modules of this Financial Advisor course are:

  • Module 1: Introduction to Accounting and Finance
  • Module 2: Roles and Responsibilities of Accountants in Modern Organisations
  • Module 3: Communication Strategies
  • Module 4: Financial Ratios Analysis
  • Module 5: Budgeting and its Types
  • Module 6: Understanding Financial Reports
  • Module 7: Risk Assessment and Management

Financial Advisor Certificate

Upon successfully passing the Financial Advisor course Final Test, the Learner must pay for the CPD Accredited Certificate of Completion from UKPDA in PDF format or Hardcopy.

CPD Accredited Certificate of Completion (PDF format) = £39

CPD Accredited Certificate of Completion (Hardcopy) = £55 + postage charges local £9 = £64

CPD Accredited Certificate of Completion (Hardcopy) = £55 + postage charges International £14 = £69.

  • Financial Advisor, level 4 diploma in Financial Advisor, Financial Advisor Certificate of achievement.
  • This advanced-level diploma in Financial Advisor comes with easy-to-understand e-learning material.
  • This Financial Advisor diploma is CPD Accredited with 70 CPD credits.

Who is this course for?

Financial Advisor/ Financial Advisor Training

This Financial Advisor course is ideal for those who are upgrading their skills in the Financial Advisor field. If you are interested in advancing your career as Financial Advisor, this Financial Advisor course at a significant discount is the best option.

Without any prior knowledge of a Financial Advisor, the learners can take this Financial Advisor training course and in addition to this, there are no age restrictions. Thus, anyone who is passionate and ambitious about Financial Management can take the Financial Advisor course. There are no specific deadlines for admission, and you can enrol anytime on this Financial Advisor course.

Requirements

Financial Advisor/ Financial Advisor Training

There are no precise requirements for a Financial Advisor Certificate as no prior knowledge and experience of a Financial Advisor is required.

Career path

Financial Advisor

This Level 7 Diploma Financial Advisor course will help you procure a job in the relevant field and will allow you to advance your career. After completing this Financial Advisor course, many job roles will be available for you to explore. This Financial Advisor also increases your competency to be eligible for promotions at work.

  • Financial Advisor officer
  • Financial Advisor Head

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Certificates

Certificate of completion

Digital certificate - £39

Upon successfully passing the Financial Advisor course Final Test, the Learner must pay for the CPD Accredited Certificate of Completion from UKPDA either in PDF format or Hardcopy.

Certificate of completion

Hard copy certificate - £55

Upon successfully passing the Financial Advisor course Final Test, the Learner must pay for the CPD Accredited Certificate of Completion from UKPDA either in PDF format or Hardcopy.

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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.