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Financial Advisor: Investment Planning & Wealth Management
IOMH

Big Sale: Save 14%! Gift (Investment Course) | Learn Anywhere, Anytime | 20 CPD Points| Free Assessment| Lifetime Access

Summary

Price
£21 inc VAT
Study method
Online
Duration
6 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
20 CPD hours / points
CPD What's this?
Certificates
  • Certificate of Completion - Digital Certificate - £5.99
  • Certificate of Completion - Hard copy Certificate - £12.99
Assessment details
  • Assessment Fees (included in price)
Additional info
  • Tutor is available to students
2 students purchased this course

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Overview

A career as a financial advisor is both rewarding and in demand. In the UK, over 30,000 professionals work in this field, helping clients manage their wealth and investments. Our Financial Advisor: Investment Planning & Wealth Management course gives you the knowledge and skills to succeed in this growing industry.

You will learn the basics of finance, financial planning, and wealth management. The Financial Advisor: Investment Planning & Wealth Management course also covers financial risk management, investment planning, and niche areas like divorce planning. Each module is designed to equip you with the expertise needed to guide clients through their financial decisions.

Join our Financial Advisor: Investment Planning & Wealth Management course to become a trusted financial advisor. With our comprehensive Financial Advisor: Investment Planning & Wealth Management training, you can help clients achieve their financial goals and secure their futures. Invest in your career today and gain the skills needed to thrive in the world of finance and investment.

★★★ Get An Additional Course as a Gift! ★★★

  • Gift Course: Investment Online Diploma

In this Financial Advisor: Investment Planning & Wealth Management, you will:

  • Understand the foundational concepts of finance.
  • Develop essential skills required for financial advisors.
  • Create comprehensive financial plans for clients.
  • Apply wealth management strategies effectively.
  • Prepare and analyse personal financial statements.
  • Assess and manage financial risks accurately.

Why Prefer This Financial Advisor: Investment Planning & Wealth Management Course?

  • Earn CPD-Accredited Certificates – After Completion!
  • CPD-Accredited Courses – Sign Up for One, Get One Free!
  • Instant Access – Start Learning Right Away
  • 24/7 Expert Tutor Support – Help When You Need It
  • Budget-Friendly – High Quality, Low Cost
  • Learn at Your Own Pace – Anytime, Anywhere
  • Lifetime Access – Revisit the Course Anytime, Forever

Certificates

Certificate of Completion - Digital Certificate

Digital certificate - £5.99

  • You will immediately get your CPD Accredited Digital Certificate for £5.99 (each).

Certificate of Completion - Hard copy Certificate

Hard copy certificate - £12.99

  • You can get the CPD Accredited Hard Copy Certificate for £12.99. (Each)

Shipping Charges:

  • Inside the UK: £3.99
  • International: £10.99

Assessment details

Assessment Fees

Included in course price

CPD

20 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This Financial Advisor: Investment Planning & Wealth Management has several modules; each module is easy to understand and delivers to-the-point content. If you need any help with any module or have any questions while studying the course, your designated tutor will provide you with continuous assistance so that you can complete each lesson in the Financial Advisor: Investment Planning & Wealth Management successfully and swiftly.

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

Process of Evaluation

After studying the Financial Advisor: Investment Planning & Wealth Management, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate.

Certificate of Achievement

Certificate of Completion - Digital / PDF Certificate

After completing the Financial Advisor: Investment Planning & Wealth Management, you can order your CPD Accredited Digital / PDF Certificate for £5.99. (Each)

Certificate of Completion - Hard copy Certificate

  • You can get the CPD Accredited Hard Copy Certificate for £12.99. (Each)

Shipping Charges:

  • Inside the UK: £3.99
  • International: £10.99

Who is this course for?

  • Aspiring financial advisors entering the finance industry.
  • Professionals seeking to enhance financial planning skills.
  • Individuals interested in wealth management careers.
  • Those wanting to specialise in investment planning.
  • People aiming to provide comprehensive financial advice.

Requirements

Therefore, you don’t need any educational qualification or experience to enrol on this course.

Career path

  • Financial Advisor: £30,000 - £70,000 per year
  • Wealth Manager: £40,000 - £100,000 per year
  • Financial Planner: £35,000 - £75,000 per year
  • Investment Analyst: £40,000 - £80,000 per year
  • Retirement Planning Specialist: £35,000 - £80,000 per 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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