Skip to content

Financial Advisor Level 4 - QLS Endorsed

Level 4 QLS Endorsed Course | Free PDF Certificate | Voiceover & Visual Elements Included | Instant Access

Thames College


£12 inc VAT
Study method
408 hours · Self-paced
Access to content
1 year
No formal qualification
120 CPD hours / points
  • Certificate of completion - Free
  • Hardcopy CPD Certificate - £8.99
  • QLS Certificate - £135
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

7 students purchased this course

Add to basket or enquire


The Financial Advisor Course provides comprehensive training in finance, essential skills, and strategic planning tailored for individuals aspiring to excel in the field of financial advisory.

With a rigorous curriculum spanning eight modules, learners will explore the fundamentals of finance, hone essential advisory skills, and explore advanced topics such as wealth management, investment planning, and financial risk assessment.

In the UK, financial literacy remains a significant concern, with only 38% of adults understanding basic financial concepts (FCA Financial Lives Survey, 2021).

Learning about financial advisory equips individuals with essential skills to navigate complex financial landscapes, empowering them to make informed decisions and secure their financial future amidst economic uncertainties.

Learning Outcomes:

  • Understand the core principles of finance and their application in real-world scenarios.
  • Develop essential skills required for effective financial advisory roles.
  • Construct comprehensive financial plans tailored to individual client needs.
  • Assess and manage financial risks effectively to mitigate potential losses.
  • Implement strategic investment plans to maximise returns and meet client objectives.

Additional perks of selecting Financial Advisor course from Thames College:

  • Learn Financial Advisor with an engaging voiceover and visual elements.
  • Get 1 year access to the Financial Advisor course.
  • Participate in quick assessments and get instant feedback on your Financial Advisor course progress.
  • Study Financial Advisor on your own schedule.

Please Note: Thames College is a One Education approved resale partner for Quality Licence Scheme Endorsed courses.



Certificate of completion

Digital certificate - Included

Hardcopy CPD Certificate

Hard copy certificate - £8.99

You can also get a Printed Hardcopy CPD Certificate for only8.99 GBP.

QLS Certificate

Hard copy certificate - £135

Upon successful completion of this course, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme. The certificate will be home-delivered, with a pricing scheme of —

  • 135 GBP within UK
  • 145 GBP for International Delivery (Postal Fees Included)


120 CPD hours / points
Accredited by CPD Quality Standards

Course media


Financial Advisor 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

Who is this course for?

Those who want to strengthen their skills while training for the desired job should take advantage of the Financial Advisor training!


No formal entry requirements for Financial Advisor course!

Career path

Utilise this all-inclusive Financial Advisor course to acquire the skills and expertise you'll need to thrive in the workplace,such as:

  • Trainee/Assistant Financial Advisor: Expected Salary: £18,000 - £25,000 per annum.
  • Junior Financial Advisor: Expected Salary: £25,000 - £35,000 per annum.
  • Financial Advisor: Expected Salary: £35,000 - £60,000 per annum.

Questions and answers

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


Currently there are no reviews for this course. Be the first to leave a review.


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.