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Financial Analysis, Business and Financial Modeling for Financial Advisor

3 in 1 CPD Certified Courses for 2023 | 28 Updated Learning Materials | Free PDF Certificate | Get Lifetime Access

NextGen Learning


£21 inc VAT
Study method
14 hours · Self-paced
Access to content
Lifetime access
No formal qualification
15 CPD hours / points
  • Certificate Of Completion - Free
  • Certificate Of Completion - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Immerse yourself in the intriguing realm of financial figures where the median salary for financial advisors in the UK is an impressive £60,000 per annum. The path to such financial success is often woven with intricate concepts and techniques that you'll need to master. The possibility of multiplying these earnings by accurately analysing financial data, shaping strategic business models, and offering expert financial advice is what makes this profession both challenging and rewarding.

Our comprehensive bundle titled "Financial Analysis, Business and Financial Modeling for Financial Advisor" comprises three invaluable courses - "Financial Advisor", "Financial Analysis" and "Business and Financial Modeling Specialisation". It serves as a theoretical treasury, inviting you to delve deeper into the riveting world of finance, embracing complex concepts, strategies, and models with clarity and ease.

Each course in this Financial Analysis, Business, and Financial Modeling for Financial Advisor bundle holds a prestigious CPD accreditation, symbolising exceptional quality. The materials, brimming with knowledge, are regularly updated, ensuring their relevance. This bundle promises not just education but an evolving learning experience. Engage with this extraordinary collection, and prepare to enrich your personal and professional development.

Learning outcomes for this bundle include:

  1. A sound understanding of the roles and responsibilities of a Financial Advisor.
  2. Acquiring proficiency in conducting in-depth Financial Analysis for better decision-making.
  3. Grasping the nuances of Business and Financial Modeling to aid in strategic planning.
  4. Theoretical comprehension of modern financial tools and techniques.
  5. Learning to effectively communicate complex financial information to clients.
  6. Broadening perspectives on the financial market and its diverse facets.


Certificate Of Completion

Digital certificate - Included

Certificate Of Completion

Hard copy certificate - £9.99

Unlock your potential and showcase your accomplishments with our CPD Quality Standards certificates!

Upon successful completion of the course, learners can obtain a CPD Quality Standards PDF certificate for Finance: Financial Advisor absolutely free!

Upon finishing Financial Analysis and Business and Financial Modeling Specialisation, you'll have the opportunity to obtain valuable proof of your achievement. For just £4.99, we'll send you a CPD Quality Standards PDF Certificate via email, or if you prefer, you can get a beautifully printed hardcopy certificate for £9.99 in the UK. If you're located internationally, don't worry! We offer a printed hardcopy certificate for £14.99, ensuring your success knows no boundaries. Grab your certificate and celebrate your success today!


15 CPD hours / points
Accredited by CPD Quality Standards

Course media


The "Financial Advisor" course offers a solid foundation in understanding the intricate dynamics of financial advising. It guides you on the path of becoming a trusted advisor who can guide clients through their financial journey with precision and confidence.

"Financial Analysis", the second course, uncovers the mysteries of financial data, teaching you to interpret, analyse, and utilise this data for smarter decision-making. It imparts the theoretical knowledge necessary for performing comprehensive financial analysis.

The third course, "Business and Financial Modeling Specialisation", helps in mastering the art of creating robust financial models. It places a strong emphasis on understanding the theoretical framework behind the business and financial modelling, making you adept at forecasting financial outcomes.

Who is this course for?

  1. Finance professionals looking to upgrade their theoretical knowledge.
  2. Business graduates aiming to specialise in finance.
  3. Entrepreneurs seeking deeper insight into financial management.
  4. Aspiring financial advisors who desire a robust foundation.
  5. Anyone interested in mastering the theoretical aspects of financial analysis and modelling.

Career path

  1. Financial Advisor - £40K to £90K/year.
  2. Financial Analyst - £30K to £65K/year.
  3. Business Analyst - £30K to £70K/year.
  4. Investment Advisor - £40K to £90K/year.
  5. Portfolio Manager - £50K to £120K/year.
  6. Risk Management Analyst - £35K to £75K/year.
  7. Financial Planner - £35K to £80K/year.

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Study method describes the format in which the course will be delivered. At Reed Courses, 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.

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 Courses, many of which can be completed online.

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.

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.