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Financial Advisor course

CPD Accredited | Delivered by Industry Experts | Free PDF Certificate | Tutor Support | 1 Year Access

Cambridge Open Academy


£14 inc VAT
Study method
2 hours · Self-paced
Access to content
1 year
No formal qualification
10 CPD hours / points
  • Certificate of Completion (PDF) - Free
  • Certificate of Completion (Hard Copy) - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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The Financial Advisor Course offered by Cambridge Open Academy is a comprehensive online program designed to equip aspiring professionals with the necessary skills and knowledge to excel in the field of financial advising. This sales-focused course offers a dynamic curriculum that covers key topics such as investment strategies, portfolio management, risk assessment, retirement planning, and client relationship management.

Participants will gain a deep understanding of financial markets, learn to analyze market trends, and develop effective sales techniques to assist clients in achieving their financial goals. Through interactive modules, case studies, and practical exercises, students will acquire the expertise required to provide tailored financial advice and build strong client portfolios.

With experienced instructors and flexible learning options, this course from Cambridge Open Academy ensures that learners acquire the essential sales-focused skills and industry insights to thrive as successful financial advisors in today's competitive market.


Certificate of Completion (PDF)

Digital certificate - Included

Once you have successfully completed the course, you will receive a CPD Accredited PDF certificate completely free of cost as a proof of your accomplishment.

Certificate of Completion (Hard Copy)

Hard copy certificate - £9.99

Note: Delivery of hardcopy certificate is free within the United Kingdom. However, to obtain a hardcopy certificate, international students have to pay £19.99 for the shipment to their designated address.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


Here is the curriculum breakdown of the Financial Advisor Course below:

  • Module 01: Introduction to Finance
  • Module 02: Essential Financial Advisor Skills for Success
  • Module 03: Divorce Financial Planning
  • Module 04: Private Wealth Management Concept and Making Personal Financial Statements
  • Module 05: Manage & Assess Your Financial Risk
  • Module 06: Investment Planning
  • Module 07: Divorce Financial Planning
  • Module 08: Know How to Use Google Analytics in Your Field

Quality Learning Materials: At Cambridge Open Academy, we prioritize delivering top-notch quality learning materials. Our meticulously crafted materials provide comprehensive and engaging content, ensuring a seamless learning experience. From in-depth tutorials to practical exercises, we guarantee that you'll receive the highest quality resources.

Who is this course for?

This Financial Advisor course is developed for people who wish to excel in their professional and personal life. Learn from industry leaders and interact with a global network of experts by enrolling in this Financial Advisor course.


Enrolling in our Financial Advisor course does not require any prior knowledge or experience. All that is required is an internet-connected gadget and a passion to learn.

Career path

  • Financial Advisor course: £15,000-£25,000 per year
  • Junior Financial Advisor: £25,000-£40,000 per year
  • Financial Advisor: £40,000-£70,000 per year
  • Senior Financial Advisor: £70,000-£100,000 per year
  • Financial Planner: £50,000-£80,000 per year

Questions and answers

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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.