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Financial Investigator and Financial Wellness

5 QLS Endorsed Diploma | QLS Hard Copy Certificate Included | Lifetime Access


Imperial Academy

Summary

Price
£250 inc VAT
Or £41.67/mo. for 6 months...
Study method
Online
Duration
22 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
180 CPD hours / points
Achievement
Certificates
  • Certificate of completion - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Overview

Whispers of hidden millions. A secret trail of debt lurks in your bank account. You, armed with QLS-endorsed insights, become financial detective and personal finance guru. Unmask financial mysteries, build a secure future, and discover the life-changing power of money – both yours and others’.

The "Financial Investigator and Financial Wellness" course bundle is a QLS Endorsed comprehensive learning package, uniquely combining the skills of financial investigation with personal finance management. This bundle includes a Certificate in Finance: Financial Investigator, Diploma in Financial Wellness: Managing Personal Cash Flow, Diploma in Financial Analysis, Diploma in Financial Modelling, and Anti-Money Laundering (AML) Training. These courses provide an extensive understanding of financial investigation techniques, personal cash flow management, financial analysis, and modelling, along with critical knowledge of AML regulations. This blend of courses is perfect for those looking to develop a well-rounded expertise in finance, from investigation to wellness.

Learning Outcomes:

After completing this course, you will be able to:

  • Conduct thorough financial investigations and analyses.
  • Manage personal and client cash flows effectively.
  • Develop and apply financial models in various scenarios.
  • Adhere to and implement Anti-Money Laundering regulations.
  • Interpret and communicate financial data accurately.
  • Assess financial risks and devise strategies to mitigate them.
  • Provide comprehensive financial wellness advice.
  • Apply ethical practices in all financial dealings.

Achievement

CPD

180 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The "Financial Investigator and Financial Wellness - QLS Endorsed Bundle" offers a unique foray into the intricate world of finance, combining the investigative aspects with the principles of financial wellness. This "Financial Investigator and Financial Wellness - QLS Endorsed Bundle" QLS Bundle equips learners with the necessary tools to not only scrutinise financial records and detect irregularities but also to manage and optimise cash flows for individual and organisational financial health. The course covers a range of topics, from the technicalities of financial analysis and modelling to the practicalities of ensuring financial wellness and compliance with AML regulations. It's an ideal choice for those seeking to develop a comprehensive understanding of finance from multiple perspectives.

Who is this course for?

This course is designed for:

  • Aspiring financial investigators looking to develop specialised skills.
  • Individuals interested in personal finance management.
  • Professionals in finance seeking to enhance their analytical skills.
  • Compliance officers focusing on AML regulations.
  • Accountants and financial advisors aiming to broaden their service offerings.

Career path

After completing this course, you can pursue the following career pathways:

  • Financial Investigator (£30,000 - £50,000)
  • Personal Finance Advisor (£25,000 - £40,000)
  • Financial Analyst (£35,000 - £55,000)
  • Financial Modelling Specialist (£40,000 - £60,000)
  • Anti-Money Laundering Officer (£30,000 - £45,000)

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Certificates

Certificate of completion

Hard copy certificate - Included

Reviews

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FAQs

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.