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Financial Advisor Diploma Level 4 - QLS Endorsed

Level 4 QLS Endorsed Diploma | Free QLS Hardcopy Certificate | 120 CPD Points | 24x7 Tutor Support | Lifetime Access



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£100 inc VAT (was £125)
Or £33.33/mo. for 3 months...
Offer ends 30 April 2024
Study method
Course format What's this?
120 hours · Self-paced
Access to content
Lifetime access
No formal qualification
120 CPD hours / points
  • CPD Accredited PDF Certificate - Free
  • QLS Endorsed Hardcopy Certificate - Free
  • CPD Accredited Hard Copy Certificate - £15.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

15 students purchased this course

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Are you looking for a career opportunity that combines your passion for finance with the opportunity to help others achieve their financial goals? If that's the case, the role of a Financial Advisor Course is the ideal fit for you! Moreover, the financial industry in the UK offers abundant growth opportunities for ambitious individuals. According to industry data, the average salary for a Financial Advisor in the UK ranges from £50,000 to £100,000 per year, and top performers can earn well into six figures. This level of income provides you with financial stability and the opportunity to enjoy a comfortable lifestyle.

A Financial Advisor's primary responsibility is to provide expert financial guidance and tailor-made solutions to clients based on their unique circumstances and goals. A Financial Advisor assess their client's financial situation, analyze their investments, savings, and insurance needs, and develop comprehensive financial plans to help them achieve their objectives.

The Diploma in Financial Advisor at QLS Level 4 Course is an online course that provides students with a comprehensive understanding of finance, financial planning, wealth management, investment planning, and financial risk management. The Financial Advisor course also covers divorce planning and Google Analytics for financial advisors. The Financial Advisor Course is designed to equip learners with the necessary skills and knowledge to succeed as financial advisors.

Enrol in the Diploma in Financial Advisor at QLS Level 4 course to find out more about the topic and get one step closer to reaching your desired success!!

Learning Outcomes

  • Acquire a thorough understanding of finance fundamentals and their practical applications.
  • Develop skills in crafting comprehensive financial plans.
  • Gain expertise in managing and growing wealth effectively.
  • Learn to construct and interpret personal financial statements.
  • Master the art of assessing and managing financial risks.
  • Become proficient in planning for diverse investment portfolios.
  • Understand the financial implications and planning necessary during divorce.

What You Get Out Of Studying With Janets

  • Free PDF certificate upon successful completion of the Financial Advisor Training course
  • Lifetime access to Financial Advisor Training course materials
  • Instant assessment results
  • Full tutor support available from Monday to Friday
  • Study the Financial Advisor Training course at your own pace
  • Accessible, informative modules taught by industry expert instructors
  • Get 24/7 help or advice from our email and live chat teams with the Financial Advisor Training
  • Study on your own time through your computer, tablet or mobile device
  • Improve your chance of gaining valuable skills by completing the Financial Advisor Training course

Get our premium Financial Advisor Training Course with a Level 4 QLS-endorsed Certificate at an unbelievable price. Also, It comes with a free CPD-accredited digital certificate!



120 CPD hours / points
Accredited by CPD Quality Standards

Course media


This Financial Advisor Diploma Level 4 course offers an in-depth exploration of financial advising, covering key areas such as financial planning, wealth management, risk assessment, and investment planning. Our Financial Advisor Diploma Level 4 course includes a unique module on Google Analytics, equipping learners with modern data analysis skills. Designed for both novices and those seeking to deepen their expertise, this Financial Advisor Diploma Level 4 course course empowers learners to become adept financial advisors capable of making informed decisions and guiding clients towards financial prosperity.

Diploma in Financial Advisor at QLS Level 4 Curriculum:

  • Module 01: Introduction to Finance
  • Module 02:Essential Skills for Financial Advisors
  • Module 03:Financial Planning
  • Module 04: Wealth Management and Guide to Making 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

Method of Assessment

To successfully complete the Financial Advisor Diploma Level 4 course course, students will have to take an automated multiple-choice exam. This exam will be online, and you will need to score 60% or above to pass the Financial Advisor Diploma Level 4 course.

After successfully passing the Financial Advisor Diploma Level 4 course exam, you will be able to apply for a certificate as proof of your expertise.

Who is this course for?

The Diploma in Financial Advisor at QLS Level 4 Course is suitable for:

  • Individuals aspiring to become financial advisors.
  • Professionals seeking to deepen their financial advising skills.
  • Career changers interested in entering the finance sector.
  • Entrepreneurs needing financial planning and management knowledge.
  • Finance students aiming to complement their academic studies with practical skills.


No prior qualifications are needed for Learners to enrol on this Diploma in Financial Advisor at QLS Level 4 course.

Career path

Upon completing the Diploma in Financial Advisor at QLS Level 4 course, graduates can pursue various careers in the finance industry. These careers include-

  • Financial Advisor
  • Financial planner
  • Wealth manager
  • Investment Analyst
  • Portfolio manager
  • Risk manager

Graduates may also choose to pursue further education and earn advanced degrees in finance or related fields.

Questions and answers

No questions or answers found containing ''.

Pla asked:

Hi is it lifetime access or 12 months as it says both above! Are there are supporting course materials eg manuals etc ? Thanks


Dear Pla, Thanks for your query. You will get lifetime access to the course, and there will be supporting course material.

This was helpful. Thank you for your feedback.
Diploma for Financial Advisors (DipFA) asked:

I have seen this course on other websites for £1000 - why is this course so cheap?


Hello, We want the courses to be affordable for the learners so they can gain knowledge in the relevant field.

This was helpful. Thank you for your feedback.


CPD Accredited PDF Certificate

Digital certificate - Included

QLS Endorsed Hardcopy Certificate

Hard copy certificate - Included

CPD Accredited Hard Copy Certificate

Hard copy certificate - £15.99

A physical, high-quality copy of your certificate will be printed and mailed to you for only £15.99.

For students within the United Kingdom, there will be no additional charge for postage and packaging. For students outside the United Kingdom, there will be an additional £10 fee for international shipping.


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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.