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Financial Advisor - QLS Endorsed Career Bundle

10 QLS Endorsed Courses with Free Endorsed Certificates | 30 Courses mega Bundle | Lifetime Access


Thames College

Summary

Price
£499 inc VAT
Or £55.44/mo. for 9 months...
Study method
Online
Duration
120 hours · Self-paced
Access to content
1 year
Qualification
No formal qualification
CPD
1230 CPD hours / points
Achievement
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

The Financial Advisor - QLS Endorsed Career Bundle is a comprehensive 30-course package designed to equip individuals with the knowledge and skills needed to excel in the field of finance. This bundle covers a wide range of topics, from fundamental financial concepts to specialised areas like wealth management, investment planning, and even the application of Google Analytics for financial advisors. Whether you're looking to kickstart your career in finance or enhance your existing expertise, this bundle provides a holistic learning experience.

In the UK, understanding finance is paramount due to its significant impact on personal and national economic stability. Financial literacy is essential for making informed decisions in an ever-changing financial landscape. With 30 comprehensive courses, this bundle empowers individuals with the skills and knowledge needed to navigate the complexities of finance. In a nation where economic stability and personal financial well-being are critical, these courses offer invaluable tools for success.

Learning Outcomes:

Upon completing this career bundle, learners will:

  • Gain a solid understanding of finance and its core principles.
  • Develop essential skills for a successful career as a financial advisor.
  • Learn the art of financial planning and creating personal financial statements.
  • Master the techniques of wealth management to help clients achieve their financial goals.
  • Understand the nuances of financial risk management and how to assess and mitigate risks.
  • Gain expertise in investment planning to guide clients towards profitable financial decisions.
  • Explore the intricacies of divorce planning, a critical aspect of financial advisory.
  • Harness the power of Google Analytics to enhance their practice as financial advisors.

The Quality Licence Scheme endorsement of this bundle is a testament to its quality and effectiveness.When you enrol in this bundle, you'll also receive 10 hardcopy QLS Endorsed certificates upon completion of each course. These certificates serve as tangible proof of your newly acquired skills and can be a valuable addition to your CV.

Achievement

CPD

1230 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Description:

Courses You will Receive with This Financial Advisor - QLS Endorsed Career Bundle:


► QLS Endorsed Courses:

Course 01: Financial Advisor
Course 02: Financial Analysis
Course 03: Financial statement Analysis
Course 04: Financial Investigator
Course 05: Corporate Finance
Course 06: Financial Management
Course 07: Personal Finance
Course 08: Financial Wellness: Managing Personal Cash Flow
Course 09: Financial Modelling Using Excel
Course 10: Improve Your Financial Intelligence

► CPD Accredited Courses:

Course 01: Finance and Budgeting Course
Course 02: Finance Assistant Level 1 & 2
Course 03: Finance: Financial Risk Management
Course 04: Develop Your Career in Finance: Blue Ocean Strategy
Course 05: Excel in personal finance - how to be effective in personal-finance - Hands on Excel Class
Course 06: Financial Reporting
Course 07: Financial Modelling
Course 08: Management Accounting Tools
Course 09: Debt Management
Course 10: Introduction to VAT
Course 11: Tax Accounting
Course 12: UK Pension
Course 13: Sage 50 Accounts
Course 14: Stakeholder Management
Course 15: Anti-Money Laundering (AML) Training
Course 16: Investment Banking
Course 17: Internal Auditor
Course 18: GDPR
Course 19: Finance Principles
Course 20: Banking and Finance Accounting Statements Financial Analysis

Financial Advisor Course Curriculum:

  • Module 01: Introduction to Finance - Covers the foundational concepts of finance, setting the stage for deeper learning.
  • Module 02: Essential Skills for Financial Advisor - Equips learners with essential skills and knowledge required to excel in the financial advisory field.
  • Module 03: Financial Planning - Provides a detailed understanding of financial planning and personal financial statements.
  • Module 04: Wealth Management and Guide to Make Personal Financial Statements - Delves into wealth management techniques and guides learners on creating personal financial statements.
  • Module 05: Financial Risk Management and Assessment - Explores risk management principles and techniques.
  • Module 06: Investment Planning - Teaches the intricacies of investment planning to make informed decisions.
  • Module 07: Divorce Planning - Covers the complexities of divorce planning, a vital aspect of financial advisory.
  • Module 08: Google Analytics for Financial Advisors - Introduces the application of Google Analytics in the financial advisory context.

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

Career path

  • Financial Analyst - £35,000 to £65,000 per year
  • Financial Investigator - £30,000 to £60,000 per year
  • Wealth Manager - £40,000 to £80,000 per year
  • Investment Advisor - £45,000 to £90,000 per year
  • Financial Planner - £30,000 to £60,000 per year
  • Tax Consultant - £35,000 to £70,000 per year
  • Risk Analyst - £35,000 to £70,000 per year
  • Audit Manager - £40,000 to £80,000 per year

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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.