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Financial advisor courses

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  • Microsoft Excel for Beginners - Live Online 1 Day Course

    Mark Baglow Training Limited
    5 star rated. Live online trainer-led course with detailed materials and 1 year email support.
    • 37 enquiries
    • Online
    • 1 day · Part-time or full-time
    • Certificate(s) included
    • Tutor support
    Great service
    Highly rated
    New to Microsoft Excel? Never had any formal training? Nervous about formulas? You’re not alone – and you’re in the right place. This friendly, practical Excel Beginner course is designed to help you build a strong foundation in spreadsheets, formulas, and everyday data tasks. Wh …
    £250

  • Microsoft Excel Intermediate - Live Online 1 Day Course

    Mark Baglow Training Limited
    Live online trainer-led course with detailed materials and 1 year email support.
    • 10 enquiries
    • Online
    • 1 day · Part-time or full-time
    • Certificate(s) included
    • Tutor support
    Great service
    Take your Excel skills to the next level with this practical, hands-on Excel Intermediate training course. Designed for users who already understand the basics of Excel, this course focuses on building confidence with formulas, logical functions, data validation, and worksheet co …
    £250

  • Financial Advisor Certificate

    UPSKILL CAMP
    Financial Advisor Advanced Level | Free PDF Certificate | Special Offer | Top Rated Course
    • Online
    • 1.7 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...Essentials of UK VAT Course 5 Accounting and Finance Course 6 Online Financial Modelling Training Course 7 Finance and Financial Analysis Course 8 Financial Information Presentation Skills Course 9 Corporate Finance Training Course 10 Microsoft Excel – Beginner, Intermediate & Advanced …
    £19

  • Financial Advisor - CPD Certified

    StudyHub
    Summer Sale : Up to 98% Off | 12 in 1 Exclusive Bundle |PDF Certificate, Transcript, Student ID & Exam Included
    • Online
    • 54 hours · Self-paced
    • Certificate(s) included
    • 130 CPD points
    • Tutor support
    Great service
    ...falling behind on the latest developments. Course 01: Financial Advisor Introduction to Finance Essential Skill for Financial Advisor Financial Planning Wealth Management and Guide to Make Personal Financial Statements Financial Risk Management and Assessment Investment Planning Divorce …
    £75

  • Financial Advisor Diploma Level 4 - QLS Endorsed

    NextGen Learning
    20 Courses Bundle | QLS Endorsed & CPD Certified Diploma | Free 20 CPD Certificates | 300 CPD Points | Lifetime Access
    • Online
    • 50 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...included in Financial Advisor Diploma Level 4 - QLS Endorsed bundle: Course 1 : Finance: Financial Advisor Course 2 : Financial Management Course 3 : Financial Analysis Course 4 : Fundamentals of Business Analysis Course 5 : Banking and Finance Accounting Statements Financial Analysis …
    £100

  • Level 4 Diploma in Financial Advisor - QLS Endorsed

    Academy for Health & Fitness
    Black Friday Sale! Level 5 Diploma (QLS Hard Copy Certificate)>Free 10 CPD Course + PDF Certificate>Lifetime Access
    • Online
    • 510 hours · Self-paced
    • Certificate(s) included
    • 255 CPD points
    • Tutor support
    Great service
    ...Modelling Training Course 7: Finance and Financial Analysis Course 8: Financial Management Course 9: Corporate Finance Training Course 10: Microsoft Excel – Beginner, Intermediate & Advanced In this Financial Advisor training you'll acquire knowledge of Investment Strategies …
    Save 22%
    £100 £129

  • Financial Advisor Training

    Apex Learning
    Year-End Sale | 14-in-1 Bundle| CPD Certified| 140 CPD Points| Gifts: Hardcopy + PDF Certificate + SID - Worth £180
    • Online
    • 53 hours · Self-paced
    • Certificate(s) included
    • 140 CPD points
    • Tutor support
    Great service
    ...strengthen your Financial Advisor expertise and essential knowledge, which will assist you in reaching your goal. ★★★ Course Curriculum of Financial Advisor Bundle ★★★ Course 01: Financial Advisor Module 01: Introduction to Finance Module 02: Essential Skill for Financial Advisor Module …
    Save 21%
    £79 £100

  • Microsoft Excel Advanced - Live Online 1 Day Course

    Mark Baglow Training Limited
    5 star rated. Live online trainer-led course with detailed materials and 1 year email support.
    • Online
    • 1 day · Part-time or full-time
    • Certificate(s) included
    • Tutor support
    Great service
    This Excel Level 3: Advanced training course unlocks the most powerful data analysis and automation features in Microsoft Excel. It’s designed for experienced Excel users who want to work faster, analyse data more deeply, and automate repetitive tasks with confidence. You’ll lear …
    £250

  • Financial Advisor: Financial Analysis, Investment, Trading, Business Analysis & AML

    Compliance Central
    20 CPD Certified Courses for 2024 | 20 FREE PDF Certificates | Life Time Access | Limited Time Offer
    • Online
    • 70 hours · Self-paced
    • Certificate(s) included
    • 200 CPD points
    • Tutor support
    Great service
    ...AML CPD-accredited courses: Course 01: Finance: Financial Advisor Course 02: Financial Management Course 03: Financial Analysis Course 04: Fundamentals of Business Analysis Course 05: Banking and Finance Accounting Statements Financial Analysis Course 06: Investment Course 07: …
    £115

  • Financial Advisor (Financial Analysis, Trading, Audit, Market & Business Analysis)

    NextGen Learning
    20 in 1 Career Guided Programme | 200 CPD Points | Free 20 PDF & a Hardcopy Certificate | Tutor Help & Lifetime Access
    • Online
    • 63 hours · Self-paced
    • Certificate(s) included
    • 200 CPD points
    • Tutor support
    Great service
    ...Accredited Courses: Course 01: Financial Advisor Course 02: Financial Management Course 03: Financial Analysis Course 04: Fundamentals of Business Analysis Course 05: Banking and Finance Accounting Statements Financial Analysis Course 06: Investment Course 07: Capital Budgeting …
    £109

  • Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting

    Academy for Health & Fitness
    Winter Flash Sale | Complete Career Guide 2025 | 30-in-1 Bundle| 300 CPD Points| Gifts: Hardcopy + PDF Certificate
    • Online
    • 148 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...Included In This Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting Bundle: âž½ Course 01: Financial Advisor âž½ Course 02: Financial Analysis âž½ Course 03: Financial Planning âž½ Course 04: Financial Reporting âž½ Course 05: Financial Management âž½ …
    £209

  • Financial Analysis - Financial Advisor Course

    Inspire London College Ltd
    Financial analysis Course, Single Subject Diploma in Understanding Financial Reports, Online Quiz based Exam Included
    • Online
    • 40 hours · Self-paced
    • 10 CPD points
    • Tutor support
    Great service
    ...Understanding Financial Reports can lead to roles in: Financial Analyst Financial Advisor Financial Investigator Financial Engineer Finance Manager Business Analyst Accounting & Financial Reporting roles Subject Diploma in Understanding Financial Reports - 10 CPD Points In Accountancy …
    £19

  • Microsoft PowerPoint Training Using Charts, Tables, and Diagrams

    Texlearn Academy
    Level 3 | Free Instant PDF Certificate | High-quality Course Materials| 24/7 Experienced Tutor Support | Lifetime Access
    • Online
    • 1.7 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...of learners, this Microsoft PowerPoint course is perfect. Why Enrol on Microsoft PowerPoint Training with Texlearn Academy: The following are some of the justifications for why you should study the Microsoft PowerPoint course: Get Access to the Microsoft PowerPoint course through the …
    £19

  • Microsoft AI for Business Leaders

    Code Nation
    3 HOUR remote session - MS cert AI-3017
    • Online
    • 3 hours · Part-time
    • Professional certification
    • Certificate(s) included
    • Tutor support
    AI strategy and leadership insight for business transformation.
    £119.99

  • Accelerated CeMAP 1 Training - Special Offer!

    Futuretrend Technologies Ltd
    Ace CeMAP with LIBF Accredited Provider: Live Virtual Classes, Mock Exams, Full Study Materials Included!
    • 68 enquiries
    • Online
    • 5 days · Full-time
    • Regulated qualification
    • Tutor support
    ...cemap 1, 2 &3 please enquire as we have a package discount for that as well. aspiring mortgage advisors, mortgage paraplanners, insurance protection advisors, financial advisors, none really. just good English comprehension Once qualified you will be able to work in a bank …
    Save 16%
    £596.40 £714

  • Introduction to UK Financial Regulation and Professional Integrity - CPD Certified

    Academy for Health & Fitness
    Flash Sale! Complete Career Guide 2025| 40 in 1 Bundle| 400 CPD Points| Free PDF & Hardcopy Certificate| Lifetime Access
    • Online
    • 200 hours · Self-paced
    • Certificate(s) included
    • 400 CPD points
    • Tutor support
    Great service
    ...towards a successful career in finance? This course bundle covers key aspects of UK financial , professional ethics, and compliance. You will learn about financial analysis, corporate finance, anti-money laundering (AML), and the principles of financial reporting . The course also equips …
    £209

  • Accounting and Finance: "Financial Analysis"

    Inspire London College Ltd
    Level 2 Certificate in Financial Analysis by CPD, Tutor support & Quiz Based Exam Included
    • Online
    • 120 hours · Self-paced
    • 30 CPD points
    • Tutor support
    Great service
    ...opportunities in finance and business sectors . Financial Analysis - Accounting and Finance - Financial Advisor - Financial and Accounting Ratio Analysis Financial and Accounting Ratio Analysis - 30 CPD Points Module Outline Module 1 - Introduction to Accounting and Finance Learning Topics: …
    £19

  • CeMAP® Paper 1, 2 & 3 with Tutor + FREE Excel Training

    Training Deals
    Most Recognised Mortgage Advice Qualification
    • 1,297 enquiries
    • Online
    • 24 hours · Self-paced
    • Tutor support
    Popular
    ...- Introduction to Financial Services Environment and Products Unit 2 - UK Financial Services and Regulation The environment of the financial services industry, an introduction to the main financial services products and the interplay between regulation and legislation. Module …
    Enquire for pricing

  • The Ultimate Microsoft MOS Excel 16 Masterclass

    e-courses4you
    Master Microsoft Excel 2016 Today | Certificate on completion |
    • 62 students
    • Online
    • 3.6 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    ...Let's talk about Microsoft Office Specialist Excel Exam ? a. Introduction Let's talk about Microsoft Office Specialist Excel Exam ? b. MOS Certification Let's talk about Microsoft Office Specialist Excel Exam ? d. Test-taking tips Let's talk about Microsoft Office Specialist …
    £119

  • Complete Microsoft Office (Word, Excel, PowerPoint, 365) + Office Administration Training

    High Skills Training
    *Black Friday Sale* Worth £100 | 6 in 1 Course| PDF Certificate | Expert tutor support | 14 day money back guarantee
    • 100 students
    • Online
    • 14 hours · Self-paced
    • Certificate(s) included
    • Tutor support
    Great service
    Microsoft Office Skills (365, Word, Excel, PowerPoint) + Office Administration Essentials – CPD-Accredited 6-in-1 Bundle In today’s competitive workplace, mastering Microsoft Office and excelling in office administration are crucial for career success. The CPD-Accredited Microso …
    Save 16%
    £25 £30

  • CFO - Chief Financial Officer

    Thames College
    30 in 1 CPD Accredited Bundle with 5 eBooks | 30 Free Certificates Included | 300 CPD Points | Instant Access
    • Online
    • 120 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...effectively. Financial Reporting and Statement Analysis : Focuses on interpreting financial statements, ensuring compliance, and supporting strategic planning. Financial Modelling and Cash Flow Management : Develops skills in using tools like Microsoft Excel to model financial scenarios …
    £150

  • Office Administration, Time Management, Microsoft Office, and Communication Skills for PA

    Janets
    Black Friday SALE! Double the Value! 30 in 1 Bundle| 300 CPD Points| Free PDF Certificate| 24/7 Support| Lifetime Access
    • Online
    • 180 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...Accessibility Save a Document to Other Formats Workbooks – Microsoft Word 2019 Module 03: Microsoft PowerPoint Navigate the PowerPoint Environment View and Navigate a Presentation Create and Save a PowerPoint Presentation Use PowerPoint Help Select a Presentation Type Edit Text Build a Presentation …
    £149

  • Finance: Accounting and Finance

    UK Professional Development Academy LTD
    Level 7 Diploma in Finance by CPD, 24/7 Tutor Support, Quiz based assessment
    • 56 students
    • Online
    • 4 weeks · Self-paced
    • 90 CPD points
    • Tutor support
    Great service
    ...anytime on this Finance: Financial Training course. Finance: Financial Training There are no precise requirements for Finance: Financial Training Certificate as no prior knowledge and experience in Finance is required. Students seeking to enrol for this Finance: Financial Training course …
    £19

  • CFA Essentials: Financial Analyst - CPD Certified

    StudyHub
    Spring Blooming Sale : Up to 98% Off | 4 in 1 Exclusive Bundle | 1 PDF Certificate & Test Included
    • 10 students
    • Online
    • 25 hours · Self-paced
    • Certificate(s) included
    • 45 CPD points
    • Tutor support
    Great service
    ...their CFA Essentials: Financial Analyst careers can think about taking this Financial Analyst bundle course. The CFA Essentials: Financial Analyst bundle course includes all the knowledge and abilities needed to specialise in this field. This CFA Essentials: Financial Analyst course will …
    Save 6%
    £29.99 £32

  • Business Finance: Accounting and Finance - Business Management

    Inspire London College Ltd
    Single Subject Diploma in Management of Finance for Business, CPD Accredited Certificate, Quiz based Assessment included
    • 16 students
    • Online
    • 4 weeks · Self-paced
    • 10 CPD points
    • Tutor support
    Great service
    ...Outline of Single Subject Diploma in Management of Finance for Business Finance and business finance Objectives and approach of financial management. Financial statements and their analysis Financial requirements and sources of finance Assessment Learners will complete a Final Online …
    £19

  • Microsoft Office Skills (Microsoft Excel, Word, PowerPoint) With Complete Career Guide

    Training Express Ltd
    11 Courses Bundle | CPD Accredited | Free PDF & Hard Copy Certificates | Tutor Support | | Lifetime Access
    • Online
    • 109 hours · Self-paced
    • Certificate(s) included
    • 110 CPD points
    • Tutor support
    Great service
    Step confidently into the world of digital efficiency with the Microsoft Office Skills (Microsoft Excel, Word, PowerPoint) With Complete Career Guide course. In the UK, over 82% of office-based roles require strong Microsoft Office proficiency, making it one of the most in-dema …
    £100

  • Accounts Assistant/Finance Manager Job Ready Skills + Ultimate Career Guide 2026

    Skill Up
    Flash Sale! Get Lifetime Access to 3000+ Courses | Free Certificate with Each Course | CPD & QLS Endorsed Diploma
    • Online
    • 2 months · Self-paced
    • Certificate(s) included
    • 500 CPD points
    • Tutor support
    Great service
    ...Level 5] Course 06: Financial Business Analysis Course 07: Corporate Finance Course Online Course 08: Complete Banking and Finance Accounting Statements Financial Analysis Course 09: Corporate Finance Course 10: Accountancy Basics Course 11: Financial Forecasting Model for New Business …
    £449

  • Mortgage Advisor Certification - CPD Accredited

    StudyHub
    CPD Certified | 33-in-1 Bundle | Basic to Advanced | FREE PDF & Hardcopy Certificate | Exam & Tutor Support Included
    • Online
    • 165 hours · Self-paced
    • Certificate(s) included
    • 330 CPD points
    • Tutor support
    Great service
    ...confidence. This Mortgage Advisor Certification Bundle consists of the following career-oriented courses: Course 01: Mortgage Adviser Level 3 Course Course 02: Comprehensive Mortgage Advice and Financial Guidance Course 03: Financial Advisor Training Course 04: Financial Management Professional …
    £209

  • Diploma in Accounting and Finance at QLS Level 5

    Training Express Ltd
    FREE: 1 QLS Endorsed Certificate & 4 CPD Accredited Certificates included | Free Retake Exam | Lifetime Access
    • Online
    • 370 hours · Self-paced
    • Certificate(s) included
    • 10 CPD points
    • Tutor support
    Great service
    ...overview of finance and its relevance in the corporate world. Module 13: Essential Skill for Financial Advisor Acquire essential skills required for effective financial advisory. Module 14: Financial Planning Learn the art of comprehensive financial planning. Module 15: Wealth Management …
    £100

  • Level 3 Diploma in Accounting with Complete Career Guide 2025

    Academy for Health & Fitness
    30 in 1 Career Guided Programme | 300 CPD Points| Free PDF & Hard Copy Certificate| Tutor Support| Lifetime Access
    • Online
    • 145 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...Course 10: Financial Management âž½ Course 11: Financial Reporting âž½ Course 12: Financial Statements Fraud Detection âž½ Course 13: Financial Analysis: Finance Reports âž½ Course 14: Forensic Accounting Course âž½ Course 15: Financial Crime Investigation âž½ Course 16: Financial Investigator …
    £209

  • Association of Chartered Certified Accountants (ACCA) All 3 Levels Professional Diploma

    Academy for Health & Fitness
    30 in 1 Career Guided Programme | 300 CPD Points| Free PDF & Hard Copy Certificate| Tutor Support| Lifetime Access
    • Online
    • 147 hours · Self-paced
    • Certificate(s) included
    • 300 CPD points
    • Tutor support
    Great service
    ...Certified Accountants âž½ Course 02: Financial Accounting âž½ Course 03: Management Accounting âž½ Course 04: Advanced Accounting âž½ Course 05: Financial Reporting âž½ Course 06: Financial Analysis âž½ Course 07: Cost Accounting âž½ Course 08: Auditing and Finance âž½ Course 09: Internal Audit …
    £149
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FAQs

Reed Courses advertises a large variety of Financial advisor courses which are delivered by a range of learning providers. The Financial advisor courses on offer vary in time duration and study method, with many offering tutor support. Whether you want to study for a regulated qualification, or take a Financial advisor course which provides CPD points/hours or qualifications, there are a number of learning options available.

If you're looking for Financial advisor courses, you might also be interested in Finance, Financial analysis and Financial planning. These courses can be taken to further enhance your understanding of the subject. By having a broader understanding of the subject can help you to improve your professional or personal development.

Yes, Reed Courses has a wide range of free courses in a variety of subject areas. These free courses are a great way to explore a subject you're interested in without a financial commitment. You can find them by visiting the free page.
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