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Financial Management and Financial Advisor - Double Endorsed Certificate cover image

Financial Management and Financial Advisor - Double Endorsed Certificate
Imperial Academy

2 QLS Endorsed Course | CPD Certified | Free PDF + Hardcopy Certificates | 80 CPD Points | Lifetime Access

Summary

Price
£159 inc VAT
Or £53.00/mo. for 3 months...
Study method
Online
Course format
Video
Duration
672 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
80 CPD hours / points
CPD What's this?
Achievement
Endorsed by The Quality Licence Scheme
Certificates
  • Certificate of completion - Free
  • Certificate of completion - Free
Assessment details
  • Multiple Choice Questions (MCQ)/Assignment (included in price)
Additional info
  • Tutor is available to students

Overview

The financial services sector remains one of the UK's most lucrative industries, contributing over £170 billion to the national economy. As individuals and businesses seek strategic financial guidance in an increasingly complex landscape, the demand for skilled financial advisors and managers continues to climb. With financial advisor roles expected to grow by 15% globally by 2030, and financial management identified as a critical skill across nearly every sector, this is a prime time to enter or upskill in the field.

This double-endorsed QLS certificate is perfect for aspiring financial advisors, personal finance consultants, financial managers, and investment analysts. It’s also well-suited for professionals looking to transition into high-demand finance roles. Salaries in this sector typically range from £30,000 to £65,000, with senior advisors and wealth managers earning well beyond that figure.

Learners will gain skills in budgeting, financial planning, investment strategy, cash flow analysis, and financial risk management. The course also covers financial reporting, wealth management, and tools like Google Analytics for client advisory. Endorsed by QLS, this qualification ensures your training is credible, recognised, and aligned with industry expectations—setting you apart in a competitive job market.

Enrol today to take control of your financial future—this is your opportunity to gain respected credentials and make a lasting impact in the world of finance.

Learning Outcomes

This unique bundle will help you to-

  • Acquire a deeper understanding of Financial Management and Financial Advisor
  • Help you in achieving your career goal
  • Make you confident in your knowledge and skills
  • Be aware of the employment trends in related industries.
  • Adapt to an ever-changing industry

Achievement

Certificates

Certificate of completion

Digital certificate - Included

2 PDF CPD Certificate Completely free of charge.

Certificate of completion

Hard copy certificate - Included

2 Hard Copy QLS Endorsed Certificate Completely free of charge.

Assessment details

Multiple Choice Questions (MCQ)/Assignment

Included in course price

CPD

80 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The Financial Management and Financial Advisor resources were created with the help of experts, and all subject-related information is kept updated regularly to ensure learners stay caught up on the latest developments.

Course Curriculum

Course 1: Financial Advisor (Level 4 at QLS)

  • Module 01: Introduction to Finance
  • Module 02: Essential Skill for Financial Advisor
  • Module 03: Financial Planning
  • Module 04: Wealth Management and Guide to Make Personal Financial Statements
  • Module 05: Financial Risk Management and Assessment
  • Module 06: Investment Planning
  • Module 07: Divorce Planning
  • Module 08: Google Analytics for Financial Advisors

Course 2: Financial Management (Level 3 at QLS)

  • Module 01: Introduction to Financial Management
  • Module 02: Fundamentals of Budgeting
  • Module 03: The Balance Sheet
  • Module 04: The Income Statement
  • Module 05: The Cash Flow Statement
  • Module 06: Statement of Stockholders’ Equity
  • Module 07: Analysing and Interpreting Financial Statements
  • Module 08: Inter-Relationship Between all the Financial Statements
  • Module 09: International Aspects of Financial Management

Certification

Learners will get 2 QLS Endorsed Certificate + 2 CPD Accredited Certificate of achievement directly at their doorstep after successfully completing the package! It should be noted that international students must pay a £10 shipping cost.

Who is this course for?

Anyone who is interested in a particular field, wants to strengthen their resume, or wants to grow in their career would benefit from this Financial Management and Financial Advisor bundle.

Requirements

Anyone can enrol in this Training.

Career path

You will get a competitive edge and have access to a variety of employment prospects after completing this Financial Management and Financial Advisor bundle.

Questions and answers

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Reviews

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

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.
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