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Financial Advisor

15-Courses' Bundle Training, Accredited by IAO | Advanced Audiovisual Lessons with Tutor Support

One Education


Save 98%
£79 inc VAT (was £3,999)
Or £26.33/mo. for 3 months...
Offer ends 18 October 2021
Study method
Online, self-paced
46 hours
Access to content
12 months
No formal qualification
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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In this challenging period, if you want to gain a solid understanding of Financial Advisor and fast track your dream career, then take a step in the right direction with this industry-standard, comprehensive Financial Advisor bundle designed by expert instructors.

This Financial Advisor bundle package includes:

  1. Finance: Financial Advisor
  2. Financial Advisor: Investment
  3. Financial Advisor: Investment Banking
  4. Financial Advisor: UK Tax Accounting
  5. Financial Advisor: Finance and Accounting Level 1 & 2
  6. Financial Advisor: Finance: Financial Investigator
  7. Financial Advisor: Financial Analysis
  8. Financial Advisor: Finance and Cash Management for Hospitality
  9. Financial Advisor: Introduction to Corporate Finance
  10. Financial Advisor: Banking and Finance Accounting Statements Financial Analysis
  11. Financial Advisor: Corporate Finance: Working Capital Management
  12. Financial Advisor: Anti Money Laundering Training Course
  13. Financial Advisor: Stock Trading
  14. Financial Advisor: Forex Trading Diploma
  15. Financial Advisor: Microsoft Excel Course

Dedicated tutor support and 24/7 customer support are available to all students with this premium quality Financial Advisor bundle. Get the help you require and the answers to all your queries throughout the comprehensive syllabus of this Financial Advisor bundle.

This premium online course titled Financial Advisor ensures your professional development with IAO accreditation. You’ll have the privilege of learning in your own time, at your own pace and earning an accredited certification.

This Financial Advisor bundle is developed by industry experts and is packed with several insightful modules to properly understand Financial Advisor and allow you to accelerate your career.

Why People Love And Enrol The Financial Advisor bundle From One Education

  • Eligibility for IAO-accredited certificates on successful completion of each of the courses in this Financial Advisor bundle
  • Learning materials of our Financial Advisor bundle contains engaging voiceover and visual elements for your comfort
  • Freedom to study at your own pace
  • 24/7 access to the Financial Advisor bundle materials for 12 months
  • Full Tutor support on weekdays (Monday – Friday)

Course media


This Financial Advisor online training bundle has been designed by industry experts and will give you an in-depth understanding of this topic. The Financial Advisor bundle features easy-to-digest modules that break down each topic and ensure all our students receive an unrivalled and thorough learning experience.

If you want to work in this rapidly growing sector and stand out from the competition, then our Financial Advisor bundle is the perfect place to kickstart your dream career.

On the Financial Advisor bundle, we guarantee that you will gain relevant skills and acquire tremendous knowledge on the subject. The certificate you’ll achieve after completing the Financial Advisor bundle will help you land the job you want in a related field.

Enjoy a pleasant and professional 100% online learning experience and enrol in our Financial Advisor today and take control of your career!


***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: Roles and Responsibilities of a Financial Advisor
  • Financial Advisor: Financial Advisor as a profession
  • Financial Advisor: Summary
  • Financial Advisor: Assessment

Financial Advisor: Module 2
Essential Skill for Financial Advisor

  • Financial Advisor: Top Advisor Mindset
  • Financial Advisor: The Emerging "Languages" of Family Wealth Management
  • Financial Advisor: The Approach to Skill Development
  • Financial Advisor: Communication
  • Financial Advisor: Comfort in Talking about Money
  • Financial Advisor: Family Systems
  • Financial Advisor: Professional Development
  • Financial Advisor: Summary
  • Financial Advisor: Assessment

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: Assessment

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

  • Financial Advisor: Concept of 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: Summary
  • Financial Advisor: Assessment

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: Why Manage Financial Risk?
  • Financial Advisor: Identifying Major Types of Risk
  • Financial Advisor: Risk Management Framework
  • Financial Advisor: Summary
  • Financial Advisor: Assessment

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: Investment Options
  • Financial Advisor: Summary
  • Financial Advisor: Assessment

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: 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 8
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

Method of Assessment for Financial Advisor Bundle

Students will have to take automated multiple-choice exams for the following courses to successfully complete the Financial Advisor bundle.

  • UK Tax Accounting
  • Anti Money Laundering Training Course
  • Stock Trading
  • Forex Trading Diploma

The exams will be online and you will need to score 60% or above in order to pass. After successfully passing each exam, you will be able to apply for your IAO-accredited certificate.

Certificate of Achievement for Financial Advisor Bundle

Endorsed Certificate of Achievement from the Quality Licence Scheme

After successfully completing the following courses under the Financial Advisor bundle, learners will be able to order endorsed certificates as proof of their achievement:

  • Finance: Financial Advisor (within the UK: £89, International: £99)
  • Investment (within the UK: £79, International: £89)
  • Investment Banking (within the UK: £79, International: £89)
  • UK Tax Accounting (within the UK: £109, International: £119)
  • Finance: Financial Investigator (within the UK: £79, International: £89)
  • Financial Analysis (within the UK: £89, International: £99)
  • Introduction to Corporate Finance (within the UK: £39, International: £49)
  • Anti Money Laundering Training Course (within the UK: £109, International: £119)
  • Forex Trading Diploma (within the UK: £79, International: £89)

Hardcopy of these certificates of achievement endorsed by the Quality Licence Scheme can be ordered and received straight to your home by post, by paying the certificate prices mentioned besides the respective course’s name.

IAO Accredited Certification from One Education

Once you have finished the Financial Advisor bundle, you will be eligible to apply for IAO-accredited certificates for each of the courses inside this bundle as proof of your new skills and your continued professional development. Certification is available in both PDF & hardcopy format, which can be received by paying —

  • PDF Certificate: £9
  • Hardcopy Certificate (within the UK): £15
  • Hardcopy Certificate (international): £15 + £10 (postal charge) = £25

Who is this course for?

The Financial Advisor bundle is ideal for highly motivated individuals who want to enhance their professional skills and train for the job they want! This Financial Advisor bundle also suits people aspiring for some in-depth knowledge on this topic and keep up to date with the latest information.

Study the Financial Advisor bundle today and increase your professional skillset from the comfort of your home!


There are no formal entry requirements for the Financial Advisor bundle, with enrollment open to anyone! Anyone and everyone with a knack for learning can enrol on this course without any hesitation.

Learn online from any internet device, including your computer, tablet or smartphone. Study when it suits you and complete the Financial Advisor bundle at your own pace.

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

Career path

Studying the Financial Advisor bundle is designed to help you get the job of your dreams, or even that promotion you’ve always wanted. Learn the essential skills and knowledge you need to exceed in your professional life with the help & guidance from our Financial Advisor bundle.

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.