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Financial Advisor - CPD Accredited cover image

Financial Advisor - CPD Accredited
Thames College

Updated 2026 | 20 in 1 CPD Accredited Bundle | Free PDF & Hardcopy Certificate | 200 CPD Points | Instant Access

Summary

Price
£125 inc VAT
Or £41.67/mo. for 3 months...
Study method
Online
Duration
80 hours · Self-paced
Access to content
1 year
Qualification
No formal qualification
CPD
200 CPD hours / points
CPD What's this?
Certificates
  • CPD Accredited PDF Certificate - Free
  • Hardcopy CPD Certificate - Free
Additional info
  • Tutor is available to students

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Overview

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
  16. Career Development Plan Fundamentals
  17. Networking Skills for Personal Success
  18. Boost Your Confidence and Self-Esteem
  19. Practical Time Management Masterclass
  20. Training For Anxiety & Stress Management

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.

Certificates

CPD

200 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

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

Who is this course for?

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

Requirements

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

Career path

  • 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

Questions and answers

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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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