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Financial Advisor: Investment Planning & Wealth Management

Get a Free: (Investment Online Diploma) Course! Updated Materials | CPD Certified | 24/7 Tutor Support | Lifetime Access



£14 inc VAT
Study method
6 hours · Self-paced
Access to content
Lifetime access
No formal qualification
20 CPD hours / points
  • Certificate of Completion - Digital Certificate - £5.99
  • Certificate of Completion - Hard copy Certificate - £12.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Do you want to help people achieve their financial goals? Do you want to work in a challenging and rewarding career? If so, then a career in Financial Advising may be right for you.

Financial Advisors help individuals and businesses make sound financial decisions. They provide advice on a wide range of topics, including investing, retirement planning, estate planning, and insurance.

Learning Outcome:

  • Gain a comprehensive understanding of finance principles and concepts.
  • Develop essential skills for effective financial advising and client communication.
  • Acquire knowledge in financial planning, investment strategies, and risk management.
  • Learn how to create personalised financial statements and assess clients' financial risk.
  • Master wealth management techniques and divorce planning strategies.

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

  • Course 01: Investment Online Diploma


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. Also, you'll have to pay the shipping charge of just £3.99 (inside the UK) and £10.99 (International).


20 CPD hours / points
Accredited by CPD Quality Standards

Course media


Are you ready to take charge of your financial future and help others navigate the complexities of the financial world? Our "Financial Advisor" course is designed to equip you with the knowledge and skills needed to excel in this dynamic field. Through a series of modules, you will delve into the fundamental principles of finance, essential skills for financial advising, financial planning strategies, wealth management techniques, and risk assessment.

In Module 01, you will be introduced to the exciting world of finance, gaining a solid foundation in key concepts and principles. As you progress through the modules, you will explore essential skills required for effective financial advising, such as communication, relationship management, and ethical considerations. Modules 03 to 05 will focus on practical aspects of financial planning, including creating personalised financial statements, assessing risk, and developing investment strategies. The course also includes a module on divorce planning, offering insights into handling complex financial situations.

Process of Evaluation

After studying the Financial Advisor: Investment Planning & Wealth Management Course, 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

After completing the Financial Advisor: Investment Planning & Wealth ManagementCourse, you will immediately get your CPD-accredited digital certificate for £5.99 (each). To get the hardcopy certificate for £12.99 (each), you also have to pay the shipping charge of just £3.99 (UK) and £10.99 (International).

Who is this course for?

  • Individuals interested in pursuing a career as a financial advisor or wealth manager.
  • Finance professionals looking to enhance their knowledge and skills in financial planning.
  • Anyone seeking to make informed financial decisions and improve their personal financial well-being.

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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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.