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Financial Advisor

Financial Advisors| Level 4 by CPD | 24/7 Tutor Support | Quiz Based Exam Included | 70 CPD Credits

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UK Professional Development Academy LTD

Summary

Price
Save 98%
£10 inc VAT (was £550)
Offer ends 17 April 2021
Study method
Online, self-paced
Access to content
Access until course completion
Qualification
No formal qualification
CPD
70 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Certificate of completion available to purchase separately

13 students purchased this course

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Overview

Financial Advisor

Financial Advisors| Level 4 by CPD | 24/7 Tutor Support | Quiz Based Exam Included | 70 CPD Credits

Financial Advisors is a diverse field and requires a specific skill set to be successful in professional life. This Level 4 Diploma for Financial Advisors will equip you with those desired skillsets and practical knowledge. The course is equally beneficial for both newcomers in a field or professionals already working in an organisational setting.

To make it easy for learner to grab the idea, the course is divided into modules and submodules starting from the fundamental knowledge to the most advanced level. The course touches the theoretical as well as the practical aspects of all the aspects of Financial Advisers Management. We believe that completion of this endorsed course will help you to develop the skills which are required in the job market.

Do not worry if you are new to online learning. The Learning Platform, which is used to deliver the courses to learner, is very user friendly. However, if required, we will provide you with all possible assistance on an email or call. In addition to all this, course is self-explanatory and can be completed in significantly less time if scheduled study hours are devoted to this. The assessment method, quiz-based, also aids in completing the course in less time. For ease of learners, the MOCK test is also available before the final test. You will be able to practise the test before final attempt. Furthermore, you will have two attempts for each final test. In short, the success rate of course is 100% because of the continuous tutor support and flexible assessment method.

Financial Advisor

CPD

70 CPD hours / points
Accredited by Step Ahead CPD Qualifications

Course media

Description

Financial Advisor

Financial Advisers| Level 4 by CPD | 24/7 Tutor Support | Quiz Based Exam Included | 70 CPD Credits

Financial Advisor - Modules Outline

Financial Advisor - Module 1: Introduction to Accounting and Finance

Financial Advisor - Module 2: Roles and Responsibilities of Accountants in Modern Organisations

Financial Advisor - Module 3: Communication Strategies

Financial Advisor - Module 4: Financial Ratios Analysis

Financial Advisor - Module 5: Budgeting and its Types

Financial Advisor - Module 6: Understanding Financial Reports

Financial Advisor - Module 7: Risk Assessment and Management

Financial Advisor - Course / Training Format

After successful enrolment, learner will get access to UKPDA Learning Platform, where all the study material / Training Manual will be available. Learning Platform can be accessed 24/7 anywhere, anytime.

Training Manual contains several modules, each having specific knowledge and case study at the end. All the courses material will be in the form of texts (images/illustrations), and there are no video or live lectures during the training course.

The Test (MCQ’s) will be based on modules of Training Manual.

Financial Advisor - Assessment

After studying through the training manual, Learner will have to attempt Final Test (online multiple-choice test – 2 attempts), if necessary, may attempt the test third times at no extra cost. Your test will be assessed automatically and straightaway so that you will directly know whether you have been successful or not. The passing score is 75%. You can retake the Test in the case of not being successful at first attempt.

Before attempting your Final Test, you will have the opportunity to test your proficiency with a Mock Test (online multiple-choice test - Unlimited attempts).

All test(s) / Assessment(s) are online and are taken either through or after the course; these are included in the course price.

Financial Advisor - Duration

The minimum time period to complete this training is 4 Weeks. But it is self-paced course, and the duration of completion depends on the learner’s pace and ability to give time to study.

Learners will have access to their Training via Learning Platform for up to 12 months from the date of enrolment. During this period, flexibility will be given to learners for completing the course at any time.

Financial Advisor - Certificate

Upon successfully passing the Final Assignment(s) / Final Test Learner needs to pay for CPD Accredited Certificate of Completion from UKPDA either in PDF format or Hardcopy.

Certificate of Completion (PDF format) = £39

Certificate of Completion (Hardcopy) = £55 + postage charges local £9 = £564

Certificate of Completion (Hardcopy) = £55 + postage charges International £14 = £69

Who is this course for?

Financial Advisor

Without any prior knowledge of Financial Advisers, the learners can take this training course and in addition to this, there are no age restrictions. Thus, anyone who is passionate and ambitious about Financial Management can take the course. There are no specific deadlines for admission, and you can enrol anytime on this course.

Requirements

Financial Advisor

There are no precise requirements for a Financial Management Certificate as no prior knowledge and experience of Financial Advisers Management is required.

Students seeking to enrol for this course should meet the following requirements;

  • Basic knowledge of English Language & Basic Computer Skills
  • Be age 16 years or above

Career path

Financial Advisor

After completing the course/training, you will be able to grip yourself with specific knowledge and skills with the highest level of confidence to improve yourself and enhance the skills for your career in the relevant employment sector.

Questions and answers

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

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FAQs

What does study method mean?

Study method describes the format in which the course will be delivered. At reed.co.uk 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.

What are CPD hours/points?

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.co.uk, many of which can be completed online.

What is a ‘regulated qualification’?

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.

What is an ‘endorsed’ course?

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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