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Financial Planning & Wealth Management Strategies for Financial Advisors

CPD Accredited | Interactive Learning Materials | PDF Certificate Included | Tutor Support

Cambridge Open Academy


£18 inc VAT
Study method
4 hours · Self-paced
No formal qualification
10 CPD hours / points
  • Certificate of Completion (PDF) - Free
  • Certificate of Completion (Hard Copy) - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

1 student purchased this course

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The financial advisor industry is booming. In the UK, there are over 200,000 financial advisors, and this number is expected to grow by 10% in the next five years. This growth is being driven by a number of factors, including the increasing complexity of the financial world, the rising cost of living, and the growing demand for financial advice from women and millennials. If you are looking for a career that is both rewarding and in demand, then a career as a financial advisor may be the perfect choice for you.

Learning Outcomes:

Upon completion of the financial advisor course, you should -

  • Gain a comprehensive understanding of accounting & financial principles as a Financial Advisor.
  • Develop essential skills required to excel in the financial advisor field.
  • Learn financial planning techniques to guide individuals towards their goals.
  • Acquire expertise in wealth management and crafting personal financial statements.
  • Master financial risk assessment and investment planning strategies.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


The Financial Advisor course empowers you to embark on a fulfilling career, where the course title Financial Advisor becomes your guiding light. With expertise in financial planning, wealth management, risk assessment, and investment strategies, you'll be equipped to guide individuals towards financial success. Unlock your potential and embrace the course title as you chart a rewarding career path as a trusted Financial Advisor in the dynamic realm of finance.

Curriculum Breakdown:

  • Module 1: Introduction to Finance
  • Module 2: Essential Financial Advisor Skills for Success
  • Module 3: Divorce Financial Planning
  • Module 4: Private Wealth Management Concept and Making Personal Financial Statements
  • Module 5: Manage & Assess Your Financial Risk
  • Module 6: Investment Planning
  • Module 7: Divorce Financial Planning
  • Module 8: Know How to Use Google Analytics in Your Field

Who is this course for?

This course is designed for individuals who aspire to become Financial Advisors, offering invaluable insights into the realm of finance. It is ideal for:

  • Aspiring finance professionals seeking to specialise in financial advising.
  • Current professionals in the financial industry looking to enhance their skills.
  • Individuals with a keen interest in finance and a passion for helping others.

Career path

  • Financial Advisor: £30,000 - £80,000 per annum.
  • Wealth Manager: £40,000 - £100,000 per annum.
  • Investment Consultant: £35,000 - £90,000 per annum.
  • Financial Planner: £30,000 - £70,000 per annum.
  • Retirement Specialist: £35,000 - £80,000 per annum.

Questions and answers

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Certificate of Completion (PDF)

Digital certificate - Included

Certificate of Completion (Hard Copy)

Hard copy certificate - £9.99

Note: Delivery of hardcopy certificate is free within the United Kingdom. However, to obtain a hardcopy certificate, international students have to pay £19.99 for the shipment to their designated address.


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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.