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Financial Advisor Course

CPD Certified* | *Free PDF Certificate *| No Hidden Fee| Free Exam | 24/7 tutor support

Royal Course


£12 inc VAT
Study method
Online, self-paced
Course format What's this?
Reading material - PDF/e-book
6 hours
Access to content
Lifetime access
No formal qualification
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

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Welcome to Financial Advisor!

Do you want to start a career in the Financial Advisor field, or do you want to develop your skills in this profession? Then this Financial Advisor course will provide you with a solid basis to become a confident Financial Advisor professional.

This Financial Advisor course will provide you with a thorough understanding of the Financial Advisor, including important concepts, strategies for using it, and in-depth expertise.

This Financial Advisor course is an excellent way to advance your profession. So, what do you have to lose?

Enrol this Financial Advisor course right now!

Why do you enrol on this Financial Advisor course?

  • Free digital certificates
  • Free assessment
  • Free Tutor Support


Financial Advisor Training

This Financial Advisor course was created with the help of professionals, and all information is maintained up to date on a regular basis. We've separated this Financial Advisor course into multiple lectures, covering all essential elements of a Financial Advisor. This Financial Advisor course will help you to provide the skills and industry knowledge to further your career.

Curriculum Breakdown of Financial Advisor Course

  • Lecture 1: Introduction to Finance
  • Lecture 2: Essential Skill for Financial Advisor
  • Lecture 3: Financial Planning
  • Lecture 4: Wealth Management and Guide to Make Personal Financial Statements
  • Lecture 5: Financial Risk Management and Assessment
  • Lecture 6: Investment Planning
  • Lecture 7: Divorce Planning
  • Lecture 8: Google Analytics for Financial Advisors


You will get a Free digital certificate when you have successfully finished your Financial Advisorcourse.

Who is this course for?

This course is open to anyone who is interested in the Financial Advisor field.


This Financial Advisor course requires no formal qualifications.

Career path

This Financial Advisor course can assist in your employment in this industry.

Questions and answers

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


Certificate of completion

Digital certificate - Included


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What does study method mean?

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.

What are CPD hours/points?

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.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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.