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Financial Advisor

11 Courses Bundle - Level 4 QLS Endorsed Certificate| 220 CPD Point| Audio Visual Training| Free ID Card & Exam Included

Academy for Health & Fitness


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£129 inc VAT (was £4,565)
Or £43.00/mo. for 3 months...
Offer ends 19 September 2021
Study method
Online, self-paced
510 hours
Access to content
365 days
No formal qualification
220 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

3 students purchased this course

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Build in-demand skills useful for your career with such an incredible bundle offer that offers 220 CPD points for just £129 and saves you £4436 right away!

If you wish to gain a solid and compact knowledge of Financial Advisor and boost yourself for your desired career, then take a step in the right direction with this industry-standard, comprehensive Financial Advisor course designed by professionals.

This Financial Advisor bundle package includes 1 premium, The Quality Licence Scheme-endorsed course, 10 additional CPD and IAO accredited certificate courses, with expert assistance, and a FREE courses assessment included. Learn a range of in-demand technical skills to help you progress your career with 12 months of unlimited access to this bundle of courses. If you enrol in this Financial Advisor package, you will not be charged any extra fees.

This Financial Advisor Bundle Package includes:

  1. Diploma in Financial Advisor at QLS Level 4

10 Premium Additional CPD & IAO Accredited Courses —

  1. Investment
  2. UK Tax Accounting Course
  3. Accounting and Finance
  4. Finance and Financial Analysis
  5. Financial Information Presentation Skills
  6. Corporate Finance Training
  7. Anti-Money Laundering (AML)
  8. Microsoft Excel – Beginner, Intermediate & Advanced
  9. Critical Thinking Training
  10. Time Management

Success becomes a lot simpler with this Financial Advisor bundle package, which allows you to monetise your skills. This Financial Advisor bundle is appropriate for both part-time and full-time students, and it can be completed at your own pace.

This premium online bundle course, named Financial Advisor, supports your professional growth with Quality Licence Scheme endorsement, as well as CPD & IAO accreditation. You'll be able to practice on your own time and at your own speed while still gaining an endorsed certificate.

You'll get an unrivalled learning experience, as well as a free student ID card, which is included in the course price. This ID card entitles you to discounts on bus tickets, movie tickets, and library cards.

With this high-quality Financial Advisor package, all students have access to dedicated tutor support and 24/7 customer service. Throughout the extensive syllabus of this Financial Advisor package, you'll find the required assistance and also answers to all of your questions.

The course materials of the Financial Advisor are designed by experts and you can access these easily from any of your smartphones, laptops, PCs, tablets etc. Master the skills to arm yourself with the necessary qualities and explore your career opportunities in relevant sectors.

Why Prefer this Financial Advisor Bundle Course?

  • Upon successful completion of the Financial Advisor bundle, you will receive a completely free certificate from the Quality Licence Scheme.
  • Option to receive 10 additional certificates accredited by CPD & IAO to expand your knowledge.
  • Student ID card with amazing discounts — completely for FREE! (£10 postal charges will be applicable for international delivery)
  • Our Financial Advisor bundle's learning materials have an engaging voiceover and visual elements for your convenience.
  • For a period of 12 months, you will have 24/7 access to all Financial Advisor bundle course material.
  • Complete the Financial Advisor bundle, at your own pace.
  • Each of our students gets full 24/7 tutor support
  • After completing our Financial Advisor Bundle, you will receive efficient assessments and immediate results.



220 CPD hours / points
Accredited by CPD QS

Course media


Course Curriculum:

The Diploma in Financial Advisor Level 4 has the following curriculum:

*** Diploma in Financial Advisor ***

Financial Advisor Module 1: Introduction to Finance

We will cover the following topics in this Diploma in Financial Advisor course module:

  • What is Finance?
  • Financial Concept
  • Introduction to Financial Advisory
  • Roles and Responsibilities of a Financial Advisor
  • Financial Advisor as a profession

Financial Advisor Module 2: Essential Skill for Financial Advisor

We will cover the following topics in this Diploma in Financial Advisor course module:

  • Top Advisor Mind-set
  • The Emerging "Languages" of Family Wealth Management
  • The Approach to Skill Development
  • Communication
  • Comfort in Talking about Money
  • Family Systems
  • Professional Development

Financial Advisor Module 3: Financial Planning

We will cover the following topics in this Diploma in Financial Advisor course module:

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

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

We will cover the following topics in this Diploma in Financial Advisor course module:

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

Financial Advisor Module 5: Financial Risk Management and Assessment

We will cover the following topics in this Diploma in Financial Advisor course module:

  • What is Risk?
  • How Does Financial Risk Arise?
  • What is Financial Risk Management?
  • Why Manage Financial Risk?
  • Identifying Major Types of Risk
  • Risk Management Framework

Financial Advisor Module 6: Investment Planning

We will cover the following topics in this Diploma in Financial Advisor course module:

  • Basic Investment Objectives
  • How to Build Your Investment Portfolio
  • Basic Principles of Investing
  • Investment Options

Financial Advisor Module 7: Divorce Planning

We will cover the following topics in this Diploma in Financial Advisor course module:

  • What Is Divorce Financial Planning?
  • Separating or Divorcing: What You Need to Do
  • How Much Does a Divorce Cost?
  • Financial Settlement
  • Property Rights in Divorce
  • How to Protect Your Pension During A Divorce?
  • How Does Child Maintenance Work?
  • DIY Divorce

Financial Advisor Module 8: Google Analytics for Financial Advisors

We will cover the following topics in this Diploma in Financial Advisor course module:

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

How is the Financial Advisor Bundle Assessment Process?

We offer an integrated assessment framework to make the process of evaluation and accreditation for learners easier. You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass each exam. Our expert trainers will assess your assignment and give you feedback after you submit the assignment.

You will be entitled to claim a certificate endorsed by the Quality Licence Scheme after you have completed all of the exams.

Show off Your New Skills with a Certification of Completion

Endorsed Certificate of Achievement from the Quality Licence Scheme

After successfully completing the Financial Advisor course, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme. The certificate will be home-delivered, with completely free of charge in this package.

For Additional the Quality Licence Scheme Endorsed Certificate you have to pay the price based on the Level of these Courses:

  • Level 1 - £79
  • Level 2 - £99
  • Level 3 - £119
  • Level 4 - £129
  • Level 5 - £139
  • Level 6 - £149
  • Level 7 - £159

Certification Accredited by CPD & IAO

Upon finishing the Financial Advisor course, you will receive an accredited certification that is recognised all over the UK and also internationally. The pricing schemes are —

  • 10 GBP for Digital Certificate
  • 29 GBP for Printed Hardcopy Certificate inside the UK
  • 39 GBP for Printed Hardcopy Certificate outside the UK (international delivery)

Who is this course for?

The Financial Advisor package training is perfect for highly motivated people who want to improve their technical skills and prepare for the career they want! This Financial Advisor package is also ideal for those who want to learn more about this subject in-depth and stay up to date with the latest details.

From the comfort of your own home, study the Financial Advisor package and expand your professional skillset!


The Financial Advisor Bundle has no formal entry criteria, and everyone is welcome to enrol! Anyone with a desire to learn is welcome to this course without hesitation.

All students must be over the age of 16 and have a passion for learning and literacy.

You can learn online using any internet-connected device, such as a computer, tablet, or smartphone. You can study whenever it's convenient for you and finish the Financial Advisor bundle package at your own speed.

Career path

Studying the Financial Advisor bundle is intended to assist you in obtaining the job of your dreams, or even the long-awaited promotion. With the support and guidance of our Financial Advisor package, you will learn the important skills and knowledge you need to succeed in your professional life.

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.