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Financial Advisor

Freezing Winter Sale : Up to 98% Off | 4 in 1 Exclusive Bundle | PDF Certificate, Transcript, Student ID & Test Included



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£32 inc VAT (was £1,699)
Offer ends 09 December 2021
Study method
Online, self-paced
15 hours
Access to content
Lifetime access
No formal qualification
40 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Certificate of completion available and is included in the price

18 students purchased this course

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Financial Advisor

Say you want to retire in 20 years, buy a home in 10 years, and send your child to a top university in 5. To achieve these benchmarks, you will require financial expertise or financial advising skills.

Financial advising skills are beneficial not just for individual matters but also for professional advancement. With high-end financial advising skills, you can work for any leading business — evaluating financial health, advising on investments, making financial plans, eliminating financial risk and whatnot. So what are you waiting for? Take this Financial Advisor course today to gain financial advising expertise.

This course will walk you through the fundamentals of finance. From learning financial planning to understanding wealth management, this course strives to give you the most enriching learning experience possible. Moreover, you will learn how to make personal financial statements and use Google Analytics.

With this course, you will also get to know about investment planning, as well as financial risk assessment and management. By the end of this course, you will be able to develop the skill set of a professional financial advisor.

So, enrol in this Financial Advisor course today and gear up to understand your financial health.

What skills you will gain from Financial Advisor:

  • A detailed understanding of the intricacies of finance.
  • Maestro of the fundamental financial advisory skill sets.
  • A solid perspective of financial planning.
  • Thorough knowledge of wealth management.
  • Proficiency in making personal financial statements.
  • Familiarity with financial risk assessment and management.
  • A firm understanding of investment planning.
  • Adequate comprehension of how to use Google Analytics.

This Financial Advisor Bundle consists the following Professional Career Oriented courses:

  • Financial Advisor Course 1: Financial Advisor
  • Financial Advisor Course 2: Budget Analysis and Financial Report Building
  • Financial Advisor Course 3: Stock Trading And Investing: Technical Analysis and Techniques
  • Financial Advisor Course 4: Financial Modelling

You’ll be connected with the community of Financial Advisor professionals and gain first-hand experience of Financial Advisor problem-solving. The Financial Advisor is self-paced. You can complete your course and submit the written assignment in your suitable schedule.

This Financial Advisor will provide you with the latest information and updates of Financial Advisor. It will keep you one step ahead of others and increase your chances of growth.

Easily learn the skills and knowledge you desire with our Financial Advisor, you get an unparalleled learning experience with us and you get a digital certificate, transcript and a student ID card all included with the course price.

The goodies doesn’t end there, as a bonus, for a limited time only you will get 2 additional courses with this Financial Advisor for free!

What makes us the go to choice for people who want to learn about Financial Advisor is our dedication and commitment to providing you with the best service possible. You will get unlimited access to the Financial Advisor, no matter where you are in the world you will be able to access your Financial Advisor any time you want.

Should you have any questions while studying this Financial Advisor, our experienced tutors and mentors will answer them via email and live chat.

With our Student ID card you will get discounts on things like music, food, travel and clothes etc.

Enrol in our Financial Advisor today and start learning.

Why buy this Financial Advisor?

  1. Unlimited access to all 4 Financial Advisor courses for forever
  2. 4 Financial Advisor Digital Certificates, 4 Financial Advisor Transcripts and Student ID all included in the price of Financial Advisor Bundle
  3. Absolutely no hidden fees in Financial Advisor
  4. Directly receive CPD accredited Financial Advisor proficiency after course completion
  5. Receive one to one assistance on every weekday from Financial Advisor professionals
  6. Immediately receive the Financial Advisor PDF certificate after passing
  7. Receive the original copies of your Financial Advisor certificate and Gardening transcript on the next working day
  8. Easily learn the Financial Advisor skills and knowledge from the comfort of your home


40 CPD hours / points
Accredited by CPD QS

Course media


Course Curriculum

Financial Advisor

**Financial Advisor**

Financial Advisor Module 1 Introduction to Finance

  • Financial Advisor: What is Finance?
  • Financial Advisor: Financial Concept
  • Financial Advisor: Introduction to Financial Advisory
    • Financial Advisor Glossary: Common Financial Planning Terms
  • Financial Advisor: Roles and Responsibilities of a Financial Advisor
  • Financial Advisor: Financial Advisor as a profession

Financial Advisor Module 2 Essential Skill for Financial Advisor

  • Financial Advisor: Top Advisor Mindset
  • Financial Advisor: The Emerging "Languages" of Family Wealth Management
    • Setting SMART Objectives for Yourself
  • Financial Advisor: The Approach to Skill Development
  • Financial Advisor: Communication
    • Financial Advisor: Communication with Clients
  • Financial Advisor: Comfort in Talking about Money
  • Financial Advisor: Family Systems
  • Financial Advisor: Professional Development
  • Financial Advisor: Summary

Financial Advisor Module 3 Financial Planning

  • Financial Advisor: What is Financial Planning?
  • Financial Advisor: Objectives of Financial Planning
  • Financial Advisor: Importance of Financial Planning
  • Financial Advisor: Financial Planning Process
  • Financial Advisor: Financial Planning Areas of Specialisation
  • Financial Advisor: Financial Planner Code of Ethics and Professional Responsibility
  • Financial Advisor: Summary

Financial Advisor Module 4 Wealth Management and Guide to Make Personal Financial Statements

  • Financial Advisor: Concept of Private Wealth Management
    • Financial Advisor: Understanding Private Wealth Management
  • Financial Advisor: The Demand for Wealth Management Services
  • Financial Advisor: Wealth Management over a Family's Economic Lifecycle
  • Financial Advisor: How Much Money Do You Need In Retirement?
  • Financial Advisor: Improving Your Wealth and Create Personal Financial Statements
    • Financial Advisor: How Do You Create a Personal Balance Sheet?
    • Financial Advisor: Importance of Balance Sheet
  • Financial Advisor: Summary

Financial Advisor Module 5: Financial Risk Management and Assessment

  • Financial Advisor: What is Risk?
  • Financial Advisor: How Does Financial Risk Arise?
  • Financial Advisor: What is Financial Risk Management?
    • Financial Advisor: Process of Managing Financial Risk
  • Financial Advisor: Why Manage Financial Risk?
  • Financial Advisor: Identifying Major Types of Risk
    • Financial Advisor: Market Risks
    • Financial Advisor: Credit Risks
    • Financial Advisor: Financing/Liquidity Risks
  • Financial Advisor: Risk Management Framework
  • Financial Advisor: Summary

Financial Advisor Module 6: Investment Planning

  • Financial Advisor: Basic Investment Objectives
  • Financial Advisor: How to Build Your Investment Portfolio
  • Financial Advisor: Basic Principles of Investing
    • Financial Advisor: Diversification
    • Financial Advisor: Risk
    • Financial Advisor: Asset Allocation
  • Financial Advisor: Investment Options
  • Financial Advisor: Summary

Financial Advisor Module 7: Divorce Planning

  • Financial Advisor: What Is Divorce Financial Planning?
  • Financial Advisor: Separating or Divorcing: What You Need to Do
  • Financial Advisor: How Much Does a Divorce Cost?
  • Financial Advisor: Financial Settlement
    • Financial Advisor: What Are You Entitled to In A Divorce?
    • Financial Advisor: How Do You Prepare for A Financial Settlement?
    • Financial Advisor: How Does the Court Decide What A Fair Divorce Settlement Is?
  • Financial Advisor: Property Rights in Divorce
  • Financial Advisor: How to Protect Your Pension During A Divorce?
  • Financial Advisor: How Does Child Maintenance Work?
  • Financial Advisor: DIY Divorce
  • Financial Advisor: Summary

Financial Advisor Module 8: Google Analytics for Financial Advisors

  • Financial Advisor: Understanding Google Analytics
  • Financial Advisor: How Can Financial Advisors Get Started By Installing Google Analytics?
  • Financial Advisor: Most Important Metrics for Financial Advisors.
  • Financial Advisor: An Example of How to Use Google Analytics as a Financial Advisor.
  • Financial Advisor: Google Analytics in 3 Numbers for Financial Advisors
  • Financial Advisor: Summary

**Financial Advisor - Budgets and Financial Reports**

  • Financial Advisor: Module One – Getting Started
  • Financial Advisor: Module Two – Glossary
  • Financial Advisor: Module Three – Understanding Financial Statements
  • Financial Advisor: Module Four – Analyzing Financial Statements (I)
  • Financial Advisor: Module Five – Analyzing Financial Statements (II)
  • Financial Advisor: Module Six – Understanding Budgets
  • Financial Advisor: Module Seven – Budgeting Made Easy
  • Financial Advisor: Module Eight – Advanced Forecasting Techniques
  • Financial Advisor: Module Nine – Managing the Budget
  • Financial Advisor: Module Ten – Making Smart Purchasing Decisions
  • Financial Advisor: Module Eleven – A Glimpse into the Legal World

Financial Advisor Money Management

  • Financial Advisor: Finance Jeopardy
  • Financial Advisor: The Fundamentals of Finance
  • Financial Advisor: The Basics of Budgeting
  • Financial Advisor: Parts of a Budget
  • Financial Advisor: The Budgeting Process
  • Financial Advisor: Budgeting Tips and Tricks
  • Financial Advisor: Monitoring and Managing Budgets
  • Financial Advisor: Crunching the Numbers
  • Financial Advisor: Getting Your Budget Approved
  • Financial Advisor: Comparing Investment Opportunities
  • Financial Advisor: ISO 9001:2008
  • Financial Advisor: Directing the Peerless Data Corporation

**Financial Advisor - Stock Trading: Technical Analysis, Risks & Frauds**

Financial Advisor Module 01: What Is Stock Trading?

  • Financial Advisor: Stock Trading: What Is Trading?

Financial Advisor Module 02: Stock Trading Basics

  • Financial Advisor: Stock Trading: Stock Trading Basics

Financial Advisor Module 03: Investment Theories and Strategies

  • Financial Advisor: Stock Trading: Investment Theories and Strategies

Financial Advisor Module 04: Fundamental Analysis

  • Financial Advisor: Stock Trading: Fundamental Analysis

Financial Advisor Module 05: Technical Analysis

  • Financial Advisor: Stock Trading: Technical Analysis

Financial Advisor Module 06: Analysing Industries

  • Financial Advisor: Stock Trading: Analysing Industries

Financial Advisor Module 07: Understanding Brokerage Orders and Trading Techniques

  • Financial Advisor: Stock Trading: Understanding Brokerage Orders and Trading Techniques

Financial Advisor Module 08: Recognising the Risks

  • Financial Advisor: Stock Trading: Recognising the Risks

Financial Advisor Module 09: Trading Psychology

  • Financial Advisor: Stock Trading: Trading Psychology

Financial Advisor Module 10: Stock Trading Frauds

  • Financial Advisor: Stock Trading: Stock Trading Frauds


After studying the course materials of the Financial Advisor there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for free. Original Hard Copy certificates need to be ordered at an additional cost of £8.

Who is this course for?

This Financial Advisor training is suitable for —

  • Students
  • Recent graduates
  • Job Seekers
  • Anyone interested in financial advising
  • Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise.


To participate in this Financial Advisor course, all you need is —

  • A smart device
  • A secure internet connection
  • And a keen interest in financial advising.

Career path

This Financial Advisor course will assist you in establishing a solid foundation in the field of finance and several fascinating job possibilities, such as —

  • Finance Advisor
  • Finance Analyst
  • Financial Confiscator
  • Financial Investigator

In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year.

Questions and answers

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What does study method mean?

Study method describes the format in which the course will be delivered. At 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, 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.