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Financial advisor Training - CPD Accredited

4 Courses Bundle | Free 4 PDF Certificate | 24/7 Tutor Support | 100% Pass Rate | Money Back Guarantee | Lifetime Access

Provided by Skills Boost

Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
12 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Reed Courses Certificate of Completion - Free
  • CPD Accredited Certificate: - £4.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

Add to basket or enquire

Overview

Financial advisor Training

  • [2024 Updated Course]
    14 Day Money Back Guarantee

Bundle Courses with this Financial advisor Training Course

  • Course 01: Financial advisor Training
  • Course 02: Level 7 Accounting and Finance
  • Course 03: Forensic Accounting and Fraud Investigation
  • Course 04: Anti Money Laundering (AML) Training

Do you seek to learn new things on a constant basis in order to expand your knowledge and abilities? You can then try out this Financial advisor Training course.

Enrol in this Financial advisor Training course now if you're keen to envision yourself in a fulfilling career!

Reasons to Choose this Financial advisor Training course

Free E-Certificate of this Financial advisor Training Course: Financial advisor Training offers free e-certificates upon successful completion of this Financial advisor Training course.

Instant Access: Get instant access to this Financial advisor Training course

Tutor Support: With this Financial advisor Training course, you'll receive access to our committed tutor support benefit.

Quality Guarantee: This Financial advisor Training course is developed by industry experts, meaning we follow rigorous standards of quality in our teaching and provide quality education that you can rely on Financial advisor Training course.

Comprehensive Syllabus: This Financial advisor Training course is designed by following the comprehensive syllabus. Learn from expert tutors with industry experience, with learning materials easy-to-follow learning materials-to-follow.

Instant Feedback: Effective assessment frameworks for the evaluation and instant feedback from this Financial advisor Training course.

Self-paced: This Financial advisor Training course is fully self-paced learning.

By studying Financial advisor Training course, reinforce your knowledge and furnish your skills by enrolling Financial advisor Training course. Take one step closer to achieving your goal.

Key Highlights of Financial advisor Training Course

  • CPD Accredited Course
  • Free e-Certificate will be provided instant after completed this Financial advisor Training course
  • 24/7 Tutor Support will be provided for this Financial advisor Training course
  • No Hidden Fees for this Financial advisor Training course.
  • Lifetime Access for this Financial advisor Training course
  • 100% Learning Satisfaction Guarantee

Certificates

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD Accredited Certificate:

Digital certificate - £4.99

After the successful accomplishment of this course, you will be awarded with a verified CPD Accredited Certificate from Skills Boost in PDF format only for $4.99 and printed version only for $14.99.

Curriculum

4
sections
49
lectures
12h 1m
total

    • 1: Module 1 An Overview of Finance 15:00 PDF
    • 2: Module 2 Essential Skills for Financial Advisors 12:00 PDF
    • 3: Module 3 Financial Planning Process 11:00 PDF
    • 4: Module 4 Private Wealth Management and Making Financial Statements 18:00 PDF
    • 5: Module 5 Overview of Financial Risk Management 12:00 PDF
    • 6: Module 6 Investment Planning 22:00 PDF
    • 7: Module 7 What You Need to Know about Divorcing 17:00 PDF

    • 8: Module 1 An Overview of Accounting and Finance 16:00 PDF
    • 9: Module 2 Understanding Cost Analysis 10:00 PDF
    • 10: Module 3 Understanding Contribution Analysis 08:00 PDF
    • 11: Module 4 Understanding Cost-Volume-Profit Analysis 11:00 PDF
    • 12: Module 5 How to Make Short-Term Decisions 11:00 PDF
    • 13: Module 6 How to Forecast Cash Needs and Prepare Budget 21:00 PDF
    • 14: Module 7 Understanding Cost Control and Variance Analysis 17:00 PDF
    • 15: Module 8 How to Manage Financial Assets 14:00 PDF
    • 16: Module 9 How to Manage Accounts Receivable and Credit 08:00 PDF
    • 17: Module 10 How to Manage Inventory 10:00 PDF
    • 18: Module 11 Understanding the Time Value of Money 10:00 PDF
    • 19: Module 12 How to Take Capital Budgeting Decisions 13:00 PDF
    • 20: Module 13 How to Improve Managerial Performance 08:00 PDF
    • 21: Module 14 Understanding the Sources of Short-Term Financing 10:00 PDF

    • 22: Module 1 Forensic Accounting 11:00 PDF
    • 23: Module 2 Fraud in Society 15:00 PDF
    • 24: Module 3 Understanding the Basics of Financial Accounting 20:00 PDF
    • 25: Module 4 Fundamental Principles of Financial Analysis 14:00 PDF
    • 26: Module 5 The Role of the Accounting Professional 14:00 PDF
    • 27: Module 6 Business as a Victim 09:00 PDF
    • 28: Module 7 Business Villains 08:00 PDF
    • 29: Module 8 The Investigative Process 34:00 PDF
    • 30: Module 9 Interviewing Financially Sophisticated Witnesses 33:00 PDF
    • 31: Module 10 Proving Cases through Documentary Evidence 44:00 PDF
    • 32: Module 11 Analysis Tools for Investigators 34:00 PDF
    • 33: Module 12 Inferential Analysis 28:00 PDF
    • 34: Module 13 Documenting and Presenting the Case 39:00 PDF

    • 35: Module 1 Understanding Money Laundering 08:00 PDF
    • 36: Module 2 The Process of Money Laundering 07:00 PDF
    • 37: Module 3 The UK Regulatory Framework 10:00 PDF
    • 38: Module 4 Risk Management and Money Laundering Deterrence 10:00 PDF
    • 39: Module 5 The Role of the Money Laundering Reporting Officer 11:00 PDF
    • 40: Module 6 Know Your Customer 13:00 PDF
    • 41: Module 7 Money Laundering Training 08:00 PDF
    • 42: Module 8 Retail Customer Identification 11:00 PDF
    • 43: Module 9 Corporate Customer Identification 08:00 PDF
    • 44: Module 10 Suspicious Conduct and Transactions 13:00 PDF
    • 45: Module 11 Unusual Transactions 07:00 PDF
    • 46: Module 12 Investigating Suspicions 16:00 PDF
    • 47: Module 13 Ongoing Monitoring 11:00 PDF
    • 48: Module 14 Tipping Off 04:00 PDF
    • 49: Module 15 Record Keeping 07:00 PDF

Course media

Description

Financial advisor Training

The entire Financial advisor Training course is made to support you in demonstrating your understanding of this subject at several levels, from fundamental to in-depth. In addition, by registering in this Financial advisor Training course once, you will receive the most in-depth and educational modules throughout your life. You will also learn the Financial advisor Training fundamentals and delve into the major themes as you move through the course's sections.

Certificate of Achievement of this Financial advisor Training course

You can obtain your certificate of achievement after successfully finishing this Financial advisor Training. You'll be happy to learn that this Financial advisor Training PDF certificate is completely FREE.

*** Unlock Bundle Courses Access

With great pleasure, we announce that you now have access to a number of Skills Boost Bundle courses. You may easily receive these course access credentials to the email address you have supplied.

*** Get Your Certificate ***

After the Financial advisor Training Bundle has finished! You will get instant access to a free PDF certificate for each of the individual courses in the Financial advisor Training package as a thank you for your accomplishment. absolutely free.

Buying for Your Employee

By simply adding the Financial advisor Training course to your basket, you may purchase this course for your team member or a coworker. During checkout, you may provide a note and the student's information.

Refund Policy

A 14-day return policy is offered for this Financial advisor Training course. You may easily request a refund through your dashboard if you're not quite happy.

Who is this course for?

Financial advisor Training

Anyone who wants to enhance their knowledge and skills can enrol in this Financial advisor Training course, including students, recent graduates, and job seekers.

Requirements

Financial advisor Training

Anyone who is interested in Financial advisor Training is welcome to enrol in this Financial advisor Training course.

Career path

Financial advisor Training

You can utilise our Financial advisor Training course to help you land the position in the job you desire.

Questions and answers

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Provider

Skills Boost

A variety of courses are available through Skills Boost that can help you improve professionally and advance your career. Our online classes are appropriate for all skill levels, whether you're a novice looking to start a professional career or a seasoned expert keeping up with the most recent advancements. Skills Boost is aware of the diversity among people.

We provide a variety of learning techniques across a wide range of courses because of this. The courses offered by Skills Boost will assist you in developing the skills required for employment in the fields of interior design, child care, health care, health and safety, business management, personal development, and make-up and beauty. Since all courses are certified, you can pursue your career goals with assurance in your specialised knowledge and skills.

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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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