Level 4 Financial Advisor Certification - CPD Approved
Flash Sale! 30 in 1 Mega Bundle| 410 CPD Points | FREE PDF & Hard Copy Certificate| Tutor Support| Lifetime Access
Academy for Health & Fitness
Summary
- CPD Accredited Digital Certificate - Free
- CPD Accredited Hard Copy Certificate - Free
- Diploma in Financial Advisor Training at QLS Level 4 - Free
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
Add to basket or enquire
Overview
★★★ Sale Ends Today ★★★
►►► Level 4 Financial Advisor Certification Admission Gifts ◄◄◄
★★ FREE PDF & Hard Copy Certificate| PDF Transcripts| FREE Student ID| Assessment| Lifetime Access| Enrolment Letter ★★
Have you ever wondered how much money the average citizen of the UK is leaving on the table simply from a lack of financial guidance? A recent study by the FCA (Financial Conduct Authority) found that a staggering 40% of UK adults feel they lack the knowledge to make informed financial decisions. If you want to see yourself as someone who can bridge this gap and help others navigate the often-complex world of finance, this Financial Advisor Certification Bundle could be the perfect fit for you.
This comprehensive training program covers all facets of finance, from Basic Accounting principles to advanced Investment Strategies. You will begin with foundational courses in Financial Management and Accounting, progressing to more specialised topics such as Corporate Finance, Capital Budgeting, and Financial Risk Management. The curriculum extends into niche fields like Real Estate Investment and Anti-money Laundering, ensuring you are well-versed in both broad and specific areas of finance.
Courses Are Included In This Level 4 Financial Advisor Certification Training :
- ➽ Course 01: Level 4 Financial Advisor Certification
- ➽ Course 02: Financial Management
- ➽ Course 03: Bookkeeping for Business Accounting
- ➽ Course 04: Finance and Budgeting Diploma
- ➽ Course 05: Basic Business Finance
- ➽ Course 06: Financial Analysis Course
- ➽ Course 07: Financial Ratio Analysis for Business Decisions
- ➽ Course 08: Corporate Finance: Working Capital Management
- ➽ Course 09: Capital Budgeting & Investment Decision Rules
- ➽ Course 10: Financial Forecasting Model for New Business
- ➽ Course 11: Finance: Financial Risk Management
- ➽ Course 12: Secure Your Finance by Creating a Robust Financial Plan
- ➽ Course 13: Xero Accounting – Complete Training
- ➽ Course 14: Financial Modelling Using Excel
- ➽ Course 15: Banking and Finance Accounting Statements Financial Analysis
- ➽ Course 16: Central Banking Monetary Policy
- ➽ Course 17: Investment
- ➽ Course 18: Investment Banking
- ➽ Course 19: Real Estate Investor Training
- ➽ Course 20: Business Law: Applied Fundamentals
- ➽ Course 21: Contract Law & Consumer Protection
- ➽ Course 22: Contract Management Course Level 5
- ➽ Course 23: Raise Money and Valuation for Business
- ➽ Course 24: Business Manager Training Course
- ➽ Course 25: Strategic Business Management
- ➽ Course 26: Internal Audit Analyst Training
- ➽ Course 27: Internal Compliance Auditor
- ➽ Course 28: Anti-Money Laundering (AML) And KYC Concepts
- ➽ Course 29: Compliance Risk Management and AML Training
- ➽ Course 30: Inflation: Modern Economies
Step up to the challenge and get closer to becoming the financial expert you aspire to be with our Financial Advisor Certification. This course will not only enhance your analytical and decision-making skills but also expand your professional network in the financial sector. Enrol today and take control of your professional future in the ever-evolving world of finance!
Learning Outcomes of Financial Advisor Diploma Course:
- Develop a comprehensive understanding of financial advisory and management principles.
- Master bookkeeping, budgeting, and essential business finance skills.
- Analyse corporate finance structures through working capital and capital budgeting techniques.
- Build proficiency in financial risk management and robust financial planning.
- Gain expertise in specialised financial fields such as investment banking and real estate.
- Apply advanced tools and methodologies in financial modelling using Excel.
Why Prefer this Course?
- Get a Free QLS Endorsed Certificate upon completion of the course
- Get a Free Student ID Card with this training program (£10 postal charge will be applicable for international delivery)
- The course is Affordable and Simple to understand
- Get Lifetime Access to the course materials
- The training program comes with 24/7 Tutor Support
Achievement
CPD
Course media
Description
Start your learning journey straight away!
The "Level 4 Financial Advisor Certification" course is specifically designed to equip learners with a robust understanding of financial advisory principles that are crucial in the dynamic UK financial market. This course goes deep into the fundamental and advanced aspects of Financial Management, preparing individuals to handle a diverse range of financial scenarios with professionalism and expertise. By enroling in this course, learners will not only meet the regulatory standards but also gain a competitive edge in the finance industry.
Through this course, participants will acquire and enhance their skills in creating detailed, personalised Financial Plans tailored to the specific needs of their clients. This involves mastering Wealth Management, Asset Allocation, and the strategic preparation of Personal Financial Statements. Such skills are indispensable in today’s financial advisory roles, enabling professionals to provide high-quality advice that aligns with client goals and financial security.
Moreover, this diploma offers learners the opportunity to acquire a Recognised Qualification that is highly valued in the field of Financial Advisor. With this Certification, graduates are better positioned to pursue career advancements and higher responsibilities within the Financial Advisor setting. The skills and knowledge gained from this course will enable learners to make meaningful contributions to Financial Advisor related fields impacting their Financial Advisor experiences and long-term development.
★★★ Course Curriculum ★★★
➽ Course 01: Level 4 Financial Advisor Certification
- Module 01: Introduction to Finance
- Module 02: Essential Skill for Financial Advisor
- Module 03: Financial Planning
- Module 04: Wealth Management and Guide to Making 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
➽ Course 02: Financial Management
- Module 01: Introduction to Financial Management
- Module 02: Fundamentals of Budgeting
- Module 03: The Balance Sheet
- Module 04: The Income Statement
- Module 05: The Cash Flow Statement
- Module 06: Statement of Stockholders’ Equity
- Module 07: Deriving the AGE variable
- Module 08: Inter-Relationship Between All the Financial Statements
- Module 09: International Aspects of Financial Management
➽ Course 03: Bookkeeping for Business Accounting
- Module 01: Introduction
- Module 02: Introduction to Bookkeeping
- Module 03: Manual System
- Module 04: Computerised Systems
- Module 05: How it Fits Together
- Module 06: Bookkeeping Basics
- Module 07: Ledgers
- Module 08: Trial Balance and Coding
- Module 09: PNL Account and Balance Sheet
- Module 10: AILE Personal
=========>>>>> And 27 More Courses <<<<<=========
How will I get my Certificate?
After successfully completing the course, you will be able to order your Certificates as proof of your achievement.
- PDF Certificate: Free (Previously it was £12.99*30 = £390)
- CPD Hard Copy Certificate: Free (For The First Course: Previously it was £29.99)
- QLS Endorsed Hard Copy Certificate: Free (For The Title Course: Previously it was £99)
Who is this course for?
Anyone interested in learning more about the topic is advised to take this bundle. This bundle is ideal for:
- Aspiring financial advisors
- Current finance professionals
- Business managers
- Accountants
- Compliance officers
- Investment analysts
Requirements
You will not need any prior background or expertise to enrol in this course.
Career path
After completing this bundle, you are to start your career or begin the next phase of your career.
- Financial Advisor: £30,000 - £60,000
- Investment Analyst: £35,000 - £70,000
- Corporate Finance Manager: £50,000 - £90,000
- Risk Manager: £40,000 - £80,000
- Compliance Officer: £35,000 - £70,000
- Financial Planner: £30,000 - £65,000
Questions and answers
Currently there are no Q&As for this course. Be the first to ask a question.
Certificates
CPD Accredited Digital Certificate
Digital certificate - Included
- CPD Accredited e-Certificate - Free
- Enrolment Letter - Free
- Student ID Card - Free
CPD Accredited Hard Copy Certificate
Hard copy certificate - Included
Please note that International students have to pay an additional £10 as a shipment fee.
Diploma in Financial Advisor Training at QLS Level 4
Hard copy certificate - Included
Please note that International students have to pay an additional £10 as a shipment fee.
Reviews
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.