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Financial Advisor Diploma - CPD Certified

Level 4 QLS Endorsed & CPD Accredited | 120 CPD Points | Audio Visual Lessons| FREE Student ID Card | Lifetime Access

Academy for Health & Fitness


£12 inc VAT
Study method
Online, self-paced
424 hours
Access to content
Lifetime access
No formal qualification
120 CPD hours / points
  • CPD Accredited PDF Certificate - Free
  • Diploma in Financial Advisor at QLS Level 4 - £99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

33 students purchased this course

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In the rapidly evolving landscape of the UK financial advisory industry, the demand for expert financial advisors has surged, with an annual growth rate of approximately 12%, reflecting the crucial role they play in managing substantial assets and guiding clients toward financial security.

This course is endorsed by The Quality Licence Scheme and accredited by CPD to make your skill development and career progression related to Financial Advisor substantial and easier than ever!

Our comprehensive Financial Advisor Diploma equips you with the essential skills and knowledge to navigate the complexities of financial planning, investment strategies, and risk management, empowering you to guide individuals and families towards achieving their financial goals.

This Financial Advisor course not only imparts knowledge but also incorporates creative marketing strategies to help learners effectively promote their services in a competitive market. By the end of this Financial Advisor program, learners will be well-prepared to provide expert financial guidance, manage wealth, and assess financial risks while leveraging Google Analytics to enhance their online visibility.

Enrol now and transform lives through financial guidance and build a fulfilling career as a financial advisor with our Financial Advisor Diploma.

Learning Outcomes of Financial Advisor Diploma Course:

  • Develop an in-depth understanding of the financial advisor's role in the UK market.
  • Acquire and enhance essential skills required for effective financial advisory services.
  • Learn to create comprehensive financial plans tailored to individual client needs.
  • Master the art of wealth management and adeptly prepare personal financial statements.
  • Skillfully assess, manage, and mitigate financial risks within the advisory context.
  • Demonstrate expertise in designing investment plans and addressing divorce planning scenarios.

Why Choose Our Financial Advisor Diploma Course?

  • FREE Financial Advisor Diploma certificate accredited
  • Get a free student ID card with Financial Advisor Diploma Training
  • Get instant access to this Financial Advisor Diploma course.
  • Learn Financial Advisor Diploma from anywhere in the world
  • The Financial Advisor Diploma is affordable and simple to understand
  • The Financial Advisor Diploma is an entirely online, interactive lesson with voiceover audio
  • Lifetime access to the Financial Advisor Diploma course materials
  • The Financial Advisor Diploma comes with 24/7 tutor support



120 CPD hours / points
Accredited by CPD Quality Standards

Course media


*** Course Curriculum ***

Here is the curriculum breakdown of This Financial Advisor course :

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

Assessment Process of Financial Advisor Diploma:

  • You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass each exam.
  • After passing the Advanced Diploma in Financial Advisor Training at QLS Level 4 exam, you will be able to request a certificate at an additional cost that has been endorsed by the Quality Licence Scheme.

Who is this course for?

This Financial Advisor course is suitable for everyone. Also, our Financial Advisor Diploma is perfect for:

  • Aspiring financial advisors.
  • Finance professionals seeking to specialize.
  • Individuals interested in wealth management.
  • Those looking to enhance their financial planning skills.
  • Marketing enthusiasts for financial services.
  • Anyone aiming to excel in financial advising.


There are no previous knowledge requirements for the Financial Advisor program; this is open to anyone!

Career path

This Financial Advisor Diploma will allow you to kickstart or take your career to the next stage in the related sector such as:

  • Financial Advisors
  • Financial Managers
  • Sales Professionals
  • Financial Consultant
  • Finance Planner
  • Investment Advisor
  • Wealth Manager

Questions and answers

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


CPD Accredited PDF Certificate

Digital certificate - Included

Diploma in Financial Advisor at QLS Level 4

Hard copy certificate - £99


Course rating


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.