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Financial Planning and Advice

Level 4 - Online course with lifetime access

CIFA Education Management Ltd


£449 inc VAT
Or £74.83/mo. for 6 months...
Study method
Course format What's this?
Reading material - PDF/e-book
82 hours · Self-paced
Access to content
Lifetime access
No formal qualification
82 CPD hours / points
  • Certificate of Achievement - Free
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students

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The Financial Planning and Advice course provides students with the essential knowledge and skills to offer effective financial advice and create comprehensive financial plans for individuals and families. Through this course, students will gain insights into financial markets, investment strategies, risk management, and client communication.


82 CPD hours / points
Accredited by The CPD Certification Service


The course emphasizes the importance of ethical conduct and regulatory compliance in the financial advice industry. Students will develop the ability to analyze client financial situations, identify their goals and objectives, and create tailored financial plans. The course also covers investment strategies, asset allocation, risk management, and insurance planning. Effective communication techniques and client relationship management skills are emphasized throughout the course. By the end of the course, students will be equipped to provide informed financial advice and help clients achieve their financial goals.

The Financial Planning and Advice course consists of 3 chapters

Chapter 1: Introduction to Financial Planning

Chapter 2: Financial Protection

Chapter 3: Retirement Planning

Questions and answers

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Certificate of Achievement

Digital certificate - Included

Students will only be issued a Certificate of Achievement after sitting and passing the exam successfully.

*Exam fees are not included in the course fees.

Students will not be charged any additional fees to receive their Certificate upon completing and passing the exam successfully.


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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.