Financial Advisory Diploma

Take your existing knowledge to the next level with the Financial Advisory Diploma course and master the skills that you need to know for in the field of financial advice.

A financial advisor is a person who provides financial guidance to clients based on their needs and goals. Therefore the demand for a skilled financial advisor is very high for both individuals and companies. The course focuses on the issues that you need to handle while providing financial advice.

This best ever course is suitable for anyone interested in working in this sector or who simply wants to learn more about the topic. If you’re an individual looking to excel within this field then Financial Advisory Diploma is for you.

We’ve taken this comprehensive course and broken it down into several manageable modules which we believe will assist you to easily grasp each concept – from the fundamental to the most advanced aspects of the course. It really is a sure pathway to success.

Benefits of studying Financial Advisory Diploma:

• 24/7 access to the course for 12 months
• No hidden fees or exam charges
• CPD endorsed certification on successful completion
• Full Tutor support on weekdays (Monday – Friday)
• Efficient exam system, assessment and instant results
• Improve your chance of gaining professional skills and better earning potential.

Throughout the course, you will learn how to give the right financial advice to your clients. The course helps you to understand the goals and budgets of your clients. Based on that, you will able to give proper financial advice. The course also discusses investment management, income tax preparation and estate planning. Shortly, you will understand the procedures for giving the right financial advice to your customers.

Course Design

This course is designed with the following modules:

Finance

• Financing Basics
• Record Your Income
• Countdown & Adjust
• Review Regularly

Budgets and Money Management

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

Financial Accounting

• Chris Moore – Accounting
• Chris Moore – 1. Introduction
• Chris Moore – 2. First Transactions
• Chris Moore – 3. T Accounts introduction
• Chris Moore – 4. T-Accounts conclusion
• Chris Moore – 5. Trial Balance
• Chris Moore – 6. Income Statement
• Chris Moore – 7. Balance Sheet

Balance Sheet

• Chris Moore – 8. Balance Sheet Variations
• Chris Moore – 9. Accounts in practise
• Chris Moore – 10. Balance Sheets what are they
• Chris Moore – 11. Balance Sheet Level 2
• Chris Moore – 12. Income Statement Introduction
• Chris Moore – 13. Are they Expenses, or Assets
• Chris Moore – 14. Accounting Jargon

Assets and Stocks

• Chris Moore – 15. Accruals Accounting is Fundamental
• Chris Moore – 16. Trial Balance 3 days ago More
• Chris Moore – 17. Fixed Assets and how it is shown in the Income Statement
• Chris Moore – 18. Stock movements and how this affects the financials
• Chris Moore – 19. Accounts Receivable
• Chris Moore – 20. How to calculate the Return on Capital Employed
• Chris Moore – 21. Transfer Pricing – International Rules
• Make a List of Expenses First and Put Them in Categories

How is the course assessed?

To successfully complete the course you must pass an automated, multiple-choice assessment. The assessment is delivered through our online learning platform. You will receive the results of your assessment immediately upon completion.

While I receive a certificate of completion?

Upon successful completion you will qualify for the UK and internationally-recognised professional qualification and you can choose to make your achievement formal by obtaining your Certificate at an additional cost.

Whether you’re an existing practitioner or aspiring professional, this course will enhance your expertise and boost your CV with key skills and an accredited qualification attesting to your knowledge.

The Financial Advisory Diploma is open to all, with no formal entry requirements. All you need is a passion for learning, a good understanding of the English language, numeracy and IT, and to be over the age of 16.

No questions or answers have been posted about this course.