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Financial Planner Job Guarantee Programme with Money Back Guarantee

Black Friday Sale (Was £2999)! Job Ready Programme | Expert Mentorship | CV + Portfolio | 100% Money-Back Guarantee


Apex Learning

Summary

Price
£2,499 inc VAT
Or £208.25/mo. for 12 months...
Study method
Online
Course format What's this?
Video
Duration
3 months · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
300 CPD hours / points
Achievement
Certificates
  • CPD Accredited e-Certificate - Free
  • CPD Accredited Framed (Hardcopy) Certificate - Free
  • Enrolment Letter - Free
  • QLS Endorsed Certificate - Free
  • Student ID Card - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • Job guarantee programme is included in this course

Overview

Kickstart your career in financial planning and earn £90,000 annually!

The Financial Planning Course offers students a thorough understanding of key areas such as portfolio management, risk assessment, and retirement planning. With a strong emphasis on real-world application, this course prepares learners to become skilled financial planners, ready to help individuals and businesses achieve financial stability.

Upon gaining experience, you can establish yourself as an independent Financial Planner, offering personalised financial services to a broad client base. Build your reputation and grow your business by providing expert advice on mortgages, pensions, and investments.

The Financial Planner program covers a wide range of Financial Planner and Investment Advisor-related courses, here’s a list for you!

  • Topic 01: Secure Your Finance by Creating a Robust Financial Plan
  • Topic 02: Financial Accounting
  • Topic 03: Financial Management For Financial Advisors
  • Topic 04: Finance: Financial Risk Management
  • Topic 05: Financial Ratio Analysis for Business Decisions
  • Topic 06: Basic Business Finance
  • Topic 07: Finance and Budgeting Diploma
  • Topic 08: Corporate Finance: Working Capital Management
  • Topic 09: Capital Budgeting & Investment Decision Rules
  • Topic 10: Financial Forecasting Model for New Business
  • Topic 11: Financial Analysis Course
  • Topic 12: Xero Accounting – Complete Training
  • Topic 13: Accounting & Bookkeeping Masterclass
  • Topic 14: Banking and Finance Accounting Statements Financial Analysis
  • Topic 15: Central Banking Monetary Policy
  • Topic 16: Business Law: Applied Fundamentals
  • Topic 17: Entrepreneurship
  • Topic 18: Raise Money and Valuation for Business
  • Topic 19: Business Manager Training Course
  • Topic 20: Strategic Business Management
  • Topic 21: Investment Training
  • Topic 22: Real Estate Investor Training
  • Topic 23: Internal Audit Analyst Training
  • Topic 24: Inflation: Modern Economies
  • Topic 25: Financial Modeling Using Excel
  • Topic 26: Contract Law & Consumer Protection
  • Topic 27: Contract Management Course Level 5
  • Topic 28: Internal Compliance Auditor
  • Topic 29: Anti Money Laundering (AML) And KYC Concepts
  • Topic 30: Compliance Risk Management and AML Training

How Does Our Job Ready Programme Work?

This is how we're committed to helping you find your dream job with our Financial Planner Job Ready Programme:

  • Start Your Journey: Gain the knowledge and skills you need to succeed with our 30 topic based in-depth courses.
  • Flexible Learning: With 1-year access to all course materials, you can learn at your own pace.
  • Interview Preparation: Start preparing for the real world obstacles with mock and final interviews.
  • Successful Completion Percentage: Score at least 80%+ to complete the Sales Representative Job Ready Program successfully and be eligible for the Job Ready.
  • Job Interview Placement: We'll utilise our networks to connect you directly with top UK companies to ensure job interviews.
  • 100% Money-back Guarantee: However, if for any reason you're not satisfied with our program, you can request for a refund within 14 days and we'll refund 100% of your program fees.

How Can We Offer Job Guarantees?

Apex Learning provides consultancy, professional and educational services to many companies in the UK. During our intense exclusive training program, you will not just gain and complete the industry valuable certification but will gain industry experience as well, which is imperative to get your 1st job in the sector.

Achievement

Certificates

CPD Accredited e-Certificate

Digital certificate - Included

CPD Accredited Framed (Hardcopy) Certificate

Hard copy certificate - Included

Enrolment Letter

Digital certificate - Included

QLS Endorsed Certificate

Hard copy certificate - Included

Student ID Card

Digital certificate - Included

CPD

300 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

The Financial Planning and Advisory Course is designed to equip learners with the knowledge and skills required to excel in the financial advisory field. The program covers a wide range of topics, including portfolio management, tax efficiency, retirement planning, and risk management. Students will also gain practical insights into client communication and relationship building, key elements of a successful career in financial planning.

Upon completing the course, graduates will be well-prepared to advise clients on how to achieve their financial goals through smart investments and personalized strategies. Whether starting as a junior advisor or looking to advance in your financial career, this course offers a pathway to a lucrative and fulfilling role as a certified financial planner.

Support and Services Included with the Financial Planner Job Ready Program:

  • Get Access to the Core Courses: Instantly gain full access to our entire library of 3000+ courses for 1 year, which will assist you both in your professional journey as well as your personal development.
  • Get Certificates: Receive free certificates in both PDF and Hardcopy formats for all the courses in the curriculum upon course completion.
  • Market Analysis: Get in-depth insights into the latest trends and upcoming opportunities within the job market. With the help of our detailed analysis, we can assist you effectively with your job hunting strategy.
  • Professional Guidance: We offer specially tailored advice from industry experts that’ll help you define your career objectives and embellish your career path so you don’t have to face any unwanted circumstances.
  • Dedicated Tutor Support: If you come across any difficulties, the industry experts are always ready to offer continuous support.
  • Personalised 1-on-1 Mentorship Sessions: Get 1-on-1 mentorship with industry experts to guide you through advanced knowledge and career challenges.
  • Live Projects/ Internships: Work on live projects or internships to build your professional portfolio and increase the chances of your employability.
  • Job Readiness Assessment: We will conduct an in-depth evaluation of your course progression to confirm that you’re confident and prepared to excel in the workforce.
  • Professional CV and Portfolio Enhancement: Get expert assistance to create a standout CV and portfolio. We will assist you in highlighting your skills so that you stand out to your potential employers.
  • LinkedIn Profile Optimisation: Get a fully professional do-over for your personal LinkedIn profile which is bound to attract recruiters.
  • Build Your Network: Benefit from our exclusive job listings and build direct connections with potential employers.
  • Personalised Application: Learn effective strategies for crafting compelling job applications that impress hiring managers.
  • Comprehensive Interview Support: Get personalised support for every step of the interview process, from preparation, and performance tips to negotiation.

Data Sharing:

We may share your information with partner agencies to help you find job opportunities. Please refer to our program guide for our full privacy policy and terms and conditions. If you have any questions, please feel free to contact us.

Who is this course for?

  • Aspiring Financial Planner: Perfect for individuals aiming to start a career in Sales.
  • Beginners: Ideal for those with no prior experience looking to enter the digital industry.
  • Career Switchers: Suitable for professionals wanting to transition into the Financial Planner field.
  • Freelancers: A great opportunity for freelancers to sharpen their Financial Planner skills.
  • Students: Ideal for students seeking to build a career as a Financial Planner after graduation.
  • Business Enthusiasts: For anyone interested in learning how to create a Financial Planner.

Requirements

To enrol in this Financial Planner program, you must

  • Be a UK resident aged 18 or over
  • Have basic English language proficiency
  • Possess computer literacy
  • Hold a valid UK work permit

Career path

  • Trainee Financial Planner: £22,000 - £30,000
  • Financial Planner: £30,000 - £50,000
  • Wealth Manager: £45,000 - £80,000
  • Independent Financial Advisor (IFA): £40,000 - £70,000
  • Senior Financial Planner: £50,000 - £90,000
  • Corporate Financial Consultant: £50,000 - £100,000
  • Pension Advisor: £35,000 - £60,000

Questions and answers

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

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FAQs

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2024. All rights reserved.