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Financial Planner and Advisor

25 in 1 Exclusive Bundle | CPD Certified Diploma | Free 25 PDF Certificate,Transcript,Student ID & Exam| Lifetime access



£205 inc VAT
Or £68.33/mo. for 3 months...
Study method
125 hours · Self-paced
Access to content
Lifetime access
No formal qualification
250 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Do you want to prepare for your dream job but strive hard to find the right courses? Then, stop worrying, for our strategically modified Financial Planner and Advisor bundle will keep you up to date with the relevant knowledge and most recent matters of this emerging field. So, invest your money and effort in our 25 course mega bundle that will exceed your expectations within your budget.

The Financial Planner and Advisor related fields are thriving across the UK, and recruiters are hiring the most knowledgeable and proficient candidates. It's a demanding field with magnitudes of lucrative choices. If you need more guidance to specialise in this area and need help knowing where to start, then StudyHub proposes a preparatory bundle. This comprehensive Financial Planner and Advisor bundle will help you build a solid foundation to become a proficient worker in the sector.

This Financial Planner and Advisor Bundle consists of the following 20 CPD Accredited Premium courses -

  • Course 01 :Financial Modelling Course – Learn Online
  • Course 02 :Financial Modeling Using Excel
  • Course 03 :Financial Management
  • Course 04 :Financial Analysis
  • Course 05 :Presenting Financial Information
  • Course 06 :Learn to Read, Analyse and Understand Annual Reports
  • Course 07 :Financial Wellness: Managing Personal Cash Flow
  • Course 08 :Corporate Finance: Profitability in a Financial Downturn
  • Course 09 :Understanding Financial Statements and Analysis
  • Course 10 :Financial Statements Fraud Detection Training
  • Course 11 :Know Your Customer (KYC)
  • Course 12 :Stock Market Chart Patterns for Day Trading
  • Course 13 :Day Trade Stocks with Price Action and Tape Reading Strategy
  • Course 14 :Quickbooks Online
  • Course 15 :Sage 50 Accounts
  • Course 16 :Key Account Management Course
  • Course 17 :Document Control
  • Course 18 :Excel Pivot Tables for Data Reporting
  • Course 19 :Dynamic Excel Gantt Chart and Timelines
  • Course 20 :Excel Vlookup, Xlookup, Match and Index

5 Extraordinary Career Oriented courses that will assist you in reimagining your thriving techniques-

  • Course 01 :Career Development Plan Fundamentals
  • Course 02 :CV Writing and Job Searching
  • Course 03 :Interview Skills: Ace the Interview
  • Course 04 :Video Job Interview for Job Seekers
  • Course 05 :Create a Professional LinkedIn Profile

Learning Outcome

This tailor-made Financial Planner and Advisor bundle will allow you to-

  • Uncover your skills and aptitudes to break new ground in the related fields
  • Deep dive into the fundamental knowledge
  • Acquire some hard and soft skills in this area
  • Gain some transferable skills to elevate your performance
  • Maintain good report with your clients and staff
  • Gain necessary office skills and be tech savvy utilising relevant software
  • Keep records of your work and make a report
  • Know the regulations around this area
  • Reinforce your career with specific knowledge of this field
  • Know your legal and ethical responsibility as a professional in the related field


250 CPD hours / points
Accredited by CPD Quality Standards

Course media


This Financial Planner and Advisor Bundle resources were created with the help of industry experts, and all subject-related information is kept updated on a regular basis to avoid learners from falling behind on the latest developments.


After studying the complete training you will be able to take the assessment. After successfully passing the assessment you will be able to claim all courses pdf certificates and 1 hardcopy certificate for the Title Course completely free. Other Hard Copy certificates need to be ordered at an additional cost of £8.

Who is this course for?

Ambitious learners who want to strengthen their CV for their desired job should take advantage of the Financial Planner and Advisor bundle! This bundle is also ideal for professionals looking for career advancement.


To participate in this course, all you need is —

  • A smart device
  • A secure internet connection
  • And a keen interest in Financial Planner and Advisor

Career path

Upon completing this essential Bundle, you will discover a new world of endless possibilities. These courses will help you to get a cut above the rest and allow you to be more efficient in the relevant fields.

Questions and answers

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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.