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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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Summary

Price
Save 3%
£31 inc VAT (was £32)
Offer ends 31 May 2024
Study method
Online
Duration
15 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
40 CPD hours / points
CPD What's this?
Certificates
  • 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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Overview

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

Certificates

Certificate of completion

Digital certificate - Included

CPD

40 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

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

Certification

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.

Requirements

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

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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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