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Financial Advisor

FREE PDF Certificate | Audio Visual Learning | Tutor Support | 1 Year Access


Janets

Summary

Price
Save 96%
£10 inc VAT (was £319)
Offer ends 24 September 2021
Study method
Online, self-paced
Duration
4 hours
Access to content
1 year
Qualification
No formal qualification
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

1 student purchased this course

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Overview

Follow your dreams by enrolling on the Financial Advisor course today and develop the experience, skills and knowledge you need to enhance your professional development. Financial Advisor will help you arm yourself with the qualities you need to work towards your dream job.

Study the Financial Advisor training course online with Janets through our online learning platform and take the first steps towards a successful long-term career. The Financial Advisor course will allow you to enhance your CV, impress potential employers, and stand out from the crowd.

This Financial Advisor course consists of a number of easy to digest, in-depth modules, designed to provide you with a detailed, expert level of knowledge. Study the Financial Advisor course through a mixture of instructional video lessons and online study materials.

Receive online tutor support as you study the Financial Advisor course, to ensure you are supported every step of the way. Get a free e-certificate as proof of your Financial Advisor course completion.

Janets is one of the top online training course providers in the UK, and we want to make education accessible to everyone! Learn the essential skills you need to succeed and build a better future for yourself with the Financial Advisor course. The Financial Advisor course is designed by industry experts and is tailored to help you learn new skills with ease.

The Financial Advisor is incredibly great value and allows you to study at your own pace. With full course access for one year, you can complete the Financial Advisor when it suits you. Access the Financial Advisor course modules from any internet-enabled device, including computers, tablets, and smartphones.

The Financial Advisor course is designed to increase your employability and equip you with everything you need to be a success. Enrol on the Financial Advisor now and start learning instantly!

What You Get Out Of Studying Financial Advisor With Janets

  • Free PDF certificate upon successful completion of the Financial Advisor
  • Full one-year access to Financial Advisor Course materials
  • Instant assessment results with the Financial Advisor
  • No hidden fees with the Financial Advisor
  • Full tutor support available from Monday to Friday with the Financial Advisor
  • Study the Financial Advisor at your own pace
  • Accessible, informative modules taught by expert instructors
  • Get 24/7 help or advice from our email and live chat teams with the Financial Advisor
  • Study the Financial Advisor in your own time through your computer, tablet or mobile device
  • Improve your chance of gaining professional skills and better earning potential by completing the Financial Advisor

Course media

Description

The Financial Advisor training course is delivered through Janets’ online learning platform. Access the Financial Advisor content from any internet-enabled device whenever or wherever you want to. The Financial Advisor course has no formal teaching deadlines, meaning you are free to complete the course at your own pace.

Financial Advisor Course Curriculum:

Financial Advisor - Module 01: Introduction to Finance

  • Financial Advisor - What is Finance?
  • Financial Advisor - Financial Concept
  • Financial Advisor - Introduction to Financial Advisory
  • Financial Advisor - 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 - Summary
  • Financial Advisor - Assessment

Financial Advisor - Module 02: Essential Skill for Financial Advisor

  • Financial Advisor - Top Advisor Mindset
  • Financial Advisor - The Emerging "Languages" of Family Wealth Management
  • Financial Advisor - 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 - Assessment

Financial Advisor - Module 03: 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 - Assessment

Financial Advisor - Module 04: 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 - Assessment

Financial Advisor - Module 05: 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 - Assessment

Financial Advisor - Module 06: 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 - Assessment

Financial Advisor - Module 07: 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 - Assessment

Financial Advisor - Module 08: Google Analytics for Financial Advisors

  • Financial Advisor - Understanding Google Analytics
  • Financial Advisor - Features of Google Analytics
  • Financial Advisor - What Does Google Analytics Do?
  • Financial Advisor - How Does Google Analytics Work?
  • 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 - Assessment

Certification

All students who successfully complete the Financial Advisor course can instantly download their free e-certificate. You can also purchase a hard copy of the Financial Advisor course certificate, which will be delivered by post for £9.99.

Who is this course for?

The Financial Advisor is ideal for those who already work in this sector or are an aspiring professional. This Financial Advisor course is designed to enhance your expertise and boost your CV. Learn key skills and gain a professional qualification to prove your newly-acquired knowledge.

Requirements

The Financial Advisor is open to all students and has no formal entry requirements. To study the Financial Advisor course, all you need is a passion for learning, a good understanding of English, numeracy, and IT skills. You must also be over the age of 16.

Career path

This Financial Advisor course will assist you to get your desired job in the relevant field. The course will also progress your career, regardless of your present job status. You could explore a number of job roles for you to fill as you complete this Financial Advisor course.

Questions and answers

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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.