Financial Advisor: Investment Planning & Wealth Management

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 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 course to become a trusted financial advisor. With our comprehensive 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.

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• 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.

Certificate of Completion - Digital Certificate

Digital certificate - £5.99

Certificate of Completion - Hard copy Certificate

Hard copy certificate - £12.99

Financial Advisor: Investment Planning & Wealth Management

Included in course price

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.

Financial Advisor: Investment Planning & Wealth Management 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

• 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.

Therefore, you don’t need any educational qualification or experience to enrol on this Financial Advisor: Investment Planning & Wealth Management.

• 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

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