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Financial Wealth Advisor

6 CPD Accredited Courses | 6 Free PDF Certificates | Tutor Support | Lifetime Access | Free Exam Retake & Assessment


Compliance Central

Summary

Price
£41 inc VAT
Study method
Online
Duration
22 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
60 CPD hours / points
Certificates
  • CPD Accredited PDF Certificate - Free
  • Hard copy certificate - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

3 students purchased this course

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Overview

✪✪ Incredible Things Originate from a Little Bundle ✪✪

✄✄ Special Price Cut Offer ✄✄

Are you looking to enhance your Financial Wealth Advisor skills? If yes, then you have come to the right place. Our comprehensive courses on Financial Wealth Advisor will assist you in producing the best possible outcome by mastering the Financial Wealth Advisor skills.

Get 6 CPD Accredited Courses for only £41! Offer Valid for a Limited Time!! Hurry Up and Enrol Now!!!

  • ➽ Course 01: Finance: Financial Advisor
  • ➽ Course 02: Banking and Finance Accounting Statements Financial Analysis
  • ➽ Course 03: Financial Modelling
  • ➽ Course 04: Financial Wellness: Managing Personal Cash Flow
  • ➽ Course 05: Financial Crime Manager
  • ➽ Course 06: Corporate Finance: Profitability in a Financial Downturn

The Financial Wealth Advisor bundle is for those who want to be successful. In the Financial Wealth Advisor bundle, you will learn the essential knowledge needed to become well versed in Financial Wealth Advisor.

Our Financial Wealth Advisor bundle starts with the basics of Financial Wealth Advisor and gradually progresses towards advanced topics. Therefore, each lesson of this Financial Wealth Advisor course is intuitive and easy to understand.

Why would you choose the Financial Wealth Advisor course from Compliance Central:

  • Lifetime access to Financial Wealth Advisor courses materials
  • Full tutor support is available from Monday to Friday with the Financial Wealth Advisor course
  • Learn Financial Wealth Advisor skills at your own pace from the comfort of your home
  • Gain a complete understanding of Financial Wealth Advisor course
  • Accessible, informative Financial Wealth Advisor learning modules designed by expert instructors
  • Get 24/7 help or advice from our email and live chat teams with the Financial Wealth Advisor bundle

CPD

60 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

★★ Financial Wealth Advisor ★★

Curriculum Breakdown of the Financial Wealth Advisor Bundle

★★ Curriculum Breakdown of the Corporate Finance: Profitability in a Financial Downturn Course ★★

  • Module 01: Introduction to Corporate Finance
  • Module 02: Long Term Financial Planning and Growth
  • Module 03: Analysis of the Financial Statement
  • Module 04: Capital Budgeting
  • Module 05: Financial Risk-Return Tradeoff
  • Module 06: Profitability During Financial Downturn
  • Module 07: Managing Profitability in Financial Downturn
  • Module 08: Corporate Finance Regulations
  • Module 09: Career Path in Corporate Finance

★★ Curriculum Breakdown of the Financial Wellness: Managing Personal Cash Flow Course ★★

  • Module 01: Introduction to Personal Cash Flow
  • Module 02: Understanding the Importance of Personal Finance
  • Module 03: Accounting and Personal Finances
  • Module 04: Cash Flow Planning
  • Module 05: Understanding Personal Money Management
  • Module 06: Borrowing, Credit and Debt
  • Module 07: Managing Personal Insurance
  • Module 08: Understanding Tax and Financial Strategies
  • Module 09: Designing a Personal Budget
  • Module 10: Money and Mental Health

★★ Curriculum Breakdown of the Financial Crime Manager Course ★★

  • Module 01: Introduction to Financial Investigation
  • Module 02: Characteristics of Financial Crimes
  • Module 03: Categories of Financial Crimes
  • Module 04: Responsibility of the Money Laundering Reporting Officer
  • Module 05: Risk-based Approach
  • Module 06: Customer Due Diligence
  • Module 07: Record Keeping
  • Module 08: Suspicious Conduct and Transactions
  • Module 09: Laws against Financial Fraud
  • Module 10: Property Law
  • Module 11: The Mortgage Law

★★ Curriculum Breakdown of the Financial Advisor Course ★★

  • 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

★★ Curriculum Breakdown of the Banking and Finance Accounting Statements Financial Analysis Course ★★

  • Section 01: Introduction and Welcome to the Course
  • Section 02: Introduction to Accounting
  • Section 03: Introduction to Financial Statements
  • Section 04: Understanding Working Capital
  • Section 05: Introduction to Financial Analysis

★★ Curriculum Breakdown of the Financial Modelling Course ★★

  • Module 01: Basic Financial Calculations
  • Module 02: Overview of Financial Markets, Financial Assets, and Market Participants
  • Module 03: Financial Statement Modelling
  • Module 04: Types of Financial Models
  • Module 05: Sensitivity Analysis

Who is this course for?

The Financial Wealth Advisor bundle helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Financial Wealth Advisor. It is also great for professionals who are already working in Financial Wealth Advisor and want to get promoted at work.

Requirements

To enrol in this Financial Wealth Advisor course, all you need is a basic understanding of the English Language and an internet connection.

Career path

After completing this course, you can explore trendy and in-demand jobs related to Financial Wealth Advisor.

  • Financial Advisor: £40,000 to £80,000 per year
  • Investment Analyst: £45,000 to £70,000 per year
  • Wealth Manager: £50,000 to £100,000 per year
  • Portfolio Manager: £60,000 to £120,000 per year
  • Private Banker: £70,000 to £150,000 per year
  • Financial Planner: £35,000 to £70,000 per year

Questions and answers

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

Certificates

CPD Accredited PDF Certificate

Digital certificate - Included

6 CPD Accredited PDF Certificate for Free

Hard copy certificate

Hard copy certificate - £9.99

CPD Accredited Hard Copy Certificate for £9.99 each.

Delivery Charge:

Inside the UK: Free

Outside of the UK: £9.99

Reviews

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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.