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Financial Advisor - Training Course
Imperial Academy

Level 4 QLS Endorsed Course | CPD Accredited | Audio Visual Training | Free PDF Certificate | Lifetime Access

Summary

Price
£189 inc VAT
Or £63.00/mo. for 3 months...
Study method
Online
Duration
408 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
120 CPD hours / points
CPD What's this?
Achievement
Endorsed by The Quality Licence Scheme
Assessment details
  • Multiple Choice Questions (MCQ)/Assignment (included in price)
Additional info
  • Tutor is available to students

Overview

The financial advisory profession is more essential than ever, with individuals and businesses seeking expert guidance to navigate investments, pensions, tax planning, and financial security. The UK financial services sector—valued at over £170 billion—continues to grow, driven by rising demand for personalised financial planning and long-term wealth management. Trained financial advisors are highly valued for their ability to provide clarity and confidence in an increasingly complex financial landscape.

This QLS-endorsed Financial Advisor – Training Course is ideal for aspiring financial advisors, wealth managers, insurance consultants, and professionals looking to enter or advance in the financial planning sector. Financial advisors in the UK typically earn between £30,000 and £70,000, with potential to earn more through commission-based roles or independent consultancy.

Learners will explore key topics such as personal financial planning, investment strategies, retirement planning, risk management, tax efficiency, client communication, and regulatory compliance. The course equips learners with the foundational knowledge and ethical awareness needed to guide clients in making informed, secure financial decisions.

Enrol now to earn your QLS-accredited certificate and take the first step toward a respected and financially rewarding career in personal and professional finance.

➤➤➤Enrol in the Financial Advisor course today — Learn at your own rhythm and gain an amazing E-learning experience◄◄◄

Achievement

Assessment details

Multiple Choice Questions (MCQ)/Assignment

Included in course price

CPD

120 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Certificate of Achievement

Quality Licence Scheme Endorsed Certificate of Achievement

Upon successful completion of the Financial Advisor 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 —

  • 139 GBP within UK
  • 149 GBP for International Delivery (Postal Fees Included)

CPD Certification

After successfully completing the assessment of this Financial Advisor course, you will be eligible for a Free CPD Certificate. You can also get a Printed Hardcopy for only 3.99 GBP.

Who is this course for?

This Financial Advisor course will be a great source of knowledge for you to improve your existing skills and take them to the next level.

Disclaimer

This course has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. One Education will be able to advise you on any further recognition. For further information please visit the Learner FAQs on the Quality Licence Scheme website.

Imperial Academy is an approved reselling partner for Quality Licence Scheme courses under One Education.

Requirements

Anyone can enrol in this Financial Advisor course.

Career path

After completing this Financial Advisor Course, you are to start your career or begin the next phase of your career in this field

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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