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Investment Planning Strategies for Financial Advisors

Accredited By CPD | High-quality Materials | Video Lessons | Lifetime Access | 24/7 Tutor Support

NextGen Learning


£15 inc VAT
Study method
3 hours · Self-paced
Access to content
Lifetime access
No formal qualification
10 CPD hours / points
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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A client approaches a financial advisor seeking guidance on how to manage their wealth after inheriting a large sum of money. The advisor must assess the client's financial goals, develop a plan for managing their wealth, and provide ongoing support to ensure the plan is successful.

Learning outcomes:

  • Gain a thorough understanding of finance and financial planning.
  • Develop essential skills necessary to succeed as a financial advisor.
  • Learn how to create and analyse personal financial statements.
  • Understand how to manage and mitigate financial risk.
  • Learn how to develop investment plans that align with clients' goals.
  • Acquire knowledge on the complexities of divorce planning.
  • Gain expertise in using Google Analytics to improve financial advising.


10 CPD hours / points
Accredited by CPD Quality Standards

Course media


The Financial Advisor course is designed to provide students with a comprehensive understanding of finance and the skills necessary to succeed as a financial advisor. This theoretical course covers essential topics such as financial planning, wealth management, investment planning, and financial risk management. Students will also learn how to analyse personal financial statements and utilize Google Analytics to improve their advising.

The course is suitable for individuals who are interested in pursuing a career in financial advising or those who wish to improve their existing skills in the field. It is also an excellent option for anyone seeking to improve their personal financial knowledge.

Enrol today and gain the knowledge and skills necessary to succeed as a financial advisor.


Upon completion of the course, learners can obtain a certificate as proof of their achievement. You can receive a £4.99 PDF Certificate sent via email, a £9.99 Printed Hardcopy Certificate for delivery in the UK, or a £19.99 Printed Hardcopy Certificate for international delivery. Each option depends on individual preferences and locations.

Who is this course for?

  • Individuals interested in pursuing a career in financial advising.
  • Those who wish to improve their existing skills in the field.
  • Anyone seeking to improve their personal financial knowledge.

Career path

  • Junior Financial Advisor: £22,000 - £35,000
  • Financial Advisor: £35,000 - £75,000
  • Senior Financial Advisor: £75,000 - £150,000
  • Wealth Management Advisor: £50,000 - £200,000
  • Investment Advisor: £40,000 - £100,000
  • Divorce Financial Planner: £40,000 - £100,000

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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.