Financial Advisor - CPD Accredited

The Financial Advisor Course offers a comprehensive exploration of finance, equipping learners with the essential skills and knowledge required for success in the financial advisory field.

Spanning from fundamental principles to specialised areas like investment planning and divorce planning, this course delves into crucial topics such as financial planning, wealth management, and risk assessment. Learners will gain proficiency in analysing personal financial statements, managing financial risks, and leveraging tools like Google Analytics for strategic insights.

In the UK, where financial literacy is a concern, learning about finance and related topics like financial planning and risk management is crucial. Studies show that only 38% of UK adults understand inflation, 57% struggle with basic financial calculations, and 21% cannot interpret a bank statement.

By gaining knowledge in finance, individuals can make informed decisions, secure their financial future, and contribute to the overall economic stability of the country.

Learning Outcomes:

• Understand fundamental concepts of finance and financial planning.
• Develop essential skills necessary for effective financial advisory.
• Analyse personal financial statements and apply wealth management techniques.
• Evaluate and mitigate financial risks for clients.
• Utilise investment strategies and tools for optimal portfolio management.

★ Courses we are offering with Financial Advisor ★

1. Financial Advisor
2. Financial Analysis
3. Finance and Budgeting Course
4. Finance Assistant Level 1 & 2
5. Finance: Financial Risk Management
6. Develop Your Career in Finance: Blue Ocean Strategy
7. Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class
8. Financial Reporting
9. Financial Modelling
10. Management Accounting Tools
11. Sage 50 Accounts
12. Stakeholder Management
13. Anti-Money Laundering (AML) Training
14. Investment Banking
15. Internal Auditor

Additional perks of selecting Financial Advisor course from Thames College:

This Financial Advisor course offers you the benefit of —

• Learn Financial Advisor with an engaging voiceover and visual elements.
• Lifetime access to the Financial Advisor course.
• Participate in quick assessments and get instant feedback on your Financial Advisor course progress.
• Study Financial Advisor on your own schedule.

Those looking to improve their abilities while preparing for a specific job opportunity can take the Financial Advisor course! This Financial Advisor course will keep you up to speed on the most relevant revisions and will teach you how to implement them. So, if you want the finest training possible, you should invest in this Financial Advisor course.

Course Curriculum:

• Module 01: Introduction to Finance
• Module 02: Essential Skill for Financial Advisor
• Module 03: Financial Planning
• Module 04: Wealth Management and Guide to Make Personal Financial Statements
• Module 05: Financial Risk Management and Assessment
• Module 06: Investment Planning
• Module 07: Divorce Planning
• Module 08: Google Analytics for Financial Advisors

Those who want to strengthen their skills while training for the desired job should take advantage of the Financial Advisor training!

This Financial Advisor course is accessible to anyone with an eagerness to learn.

• Financial Advisor: £35,000 - £70,000 per annum
• Wealth Manager: £40,000 - £80,000 per annum
• Investment Consultant: £45,000 - £90,000 per annum
• Financial Planner: £30,000 - £60,000 per annum
• Risk Analyst: £35,000 - £70,000 per annum

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

Hardcopy CPD Certificate

Hard copy certificate - Included