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Financial Advisor Diploma

24 Hour Flash Sale : Up to 98% Off | 4 in 1 Exclusive Bundle | PDF Certificate, Transcript, Student ID & Test Included



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£25 inc VAT (was £32)
Offer ends 08 December 2023
Study method
Online, self-paced
15 hours
Access to content
Lifetime access
No formal qualification
40 CPD hours / points
  • Certificate of completion - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

21 students purchased this course

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Kickstart Your Career with StudyHub During This Hiring Season and Get Special Gifts (Additional Courses + Pdf Certificate + Transcript + Student ID) Worth £190 - Enrol Now!

Say you want to retire in 20 years, buy a home in 10 years, and send your child to a top university in 5. To achieve these benchmarks, you will require financial expertise or financial advising skills.

What skills you will gain:

  • A detailed understanding of the intricacies of finance.
  • A solid perspective of planning.
  • Thorough knowledge of wealth management.
  • Proficiency in making personal financial statements.
  • Familiarity with financial risk assessment and management.
  • A firm understanding of investment planning.
  • Adequate comprehension of how to use Google Analytics.

This Bundle consists the following Professional Career Oriented courses:

  • Course 1: Financial Advisor
  • Course 2: Budget Analysis and Financial Report Building
  • Course 3: Stock Trading: Technical Analysis, Risks & Frauds
  • Course 4:Financial Trading and Risk Management Diploma

Why buy this bundle?

  1. Unlimited access to all 4 courses for forever
  2. 4 Digital Certificates, 4 Transcripts and Student ID all included in the price of Bundle
  3. Absolutely no hidden fees
  4. Directly receive CPD accredited proficiency after course completion
  5. Immediately receive the PDF certificate after passing
  6. Receive the original copies of your certificate and Gardening transcript on the next working day
  7. Easily learn the skills and knowledge from the comfort of your home


40 CPD hours / points
Accredited by CPD Quality Standards

Course media


Course Curriculum

**Financial Advisor**

  • Module 1 Introduction to Finance
  • Module 2 Essential Skill for Financial Advisor
  • Module 3 Financial Planning
  • Module 4 Wealth Management and Guide to Make Personal Financial Statements
  • Module 5: Financial Risk Management and Assessment
  • Module 6: Investment Planning
  • Module 7: Divorce Planning
  • Module 8: Google Analytics for Financial Advisors


After studying the course materials there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for free. Original Hard Copy certificates need to be ordered at an additional cost of £8.

Who is this course for?

This course is suitable for —

  • Students
  • Recent graduates
  • Job Seekers
  • Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise.


There is no formal qualification needed for this course.

Career path

This course will assist you in establishing a solid foundation in the field of finance and several fascinating job possibilities, such as —

  • Finance Advisor
  • Finance Analyst
  • Financial Investigator

In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year.

Questions and answers

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


Certificate of completion

Digital certificate - Included


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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.