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Level 2, 3 & 4 Financial Advisor cover image

Level 2, 3 & 4 Financial Advisor
Imperial Academy

Level 4 QLS Endorsed Course with FREE Certificate | CPD Accredited | 120 CPD Points | Lifetime Access

Summary

Price
£189 inc VAT
Or £63.00/mo. for 3 months...
Study method
Online
Course format
Video
Duration
336 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
120 CPD hours / points
CPD What's this?
Achievement
Endorsed by The Quality Licence Scheme
Certificates
  • Certificate of completion - Free
Assessment details
  • Multiple Choice Questions (MCQ)/Assignment (included in price) (included in price)
Additional info
  • Tutor is available to students

Overview

Financial advisors play a crucial role in guiding individuals and businesses to achieve financial stability, growth, and security. This course provides comprehensive training across Levels 2, 3, and 4, equipping learners with the knowledge, skills, and practical expertise to provide professional financial advice and planning services.

Participants will explore financial products, investment strategies, budgeting, risk management, retirement planning, and regulatory requirements. With growing demand for qualified financial advisors, this course prepares learners to support clients in making informed financial decisions confidently.

Through interactive exercises, case studies, and real-world examples, learners will gain the competence to advise on a wide range of financial matters and develop strategies tailored to individual client needs.

Learning Outcomes

By the end of this course, participants will be able to:

  • Understand the principles of financial advising and planning.
  • Analyse client financial situations and objectives.
  • Advise on budgeting, savings, and debt management.
  • Recommend investment strategies and financial products.
  • Understand and apply regulatory and compliance requirements.
  • Plan for retirement, pensions, and long-term financial goals.
  • Communicate complex financial information clearly to clients.
  • Build professional relationships and provide tailored financial solutions.

Achievement

Certificates

Certificate of completion

Hard copy certificate - Included

Assessment details

Multiple Choice Questions (MCQ)/Assignment (included in price)

Included in course price

CPD

120 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

This multi-level course offers in-depth training in financial advising, covering financial planning principles, investment options, insurance, pensions, taxation, and compliance. Learners will study client relationship management, risk assessment, and practical tools for providing tailored financial advice.

Ideal for aspiring financial advisors, banking and finance professionals, and individuals seeking a career in financial consultancy, this course equips participants with the expertise required to deliver professional financial services. Completion awards a recognised Level 2, 3, and 4 certificate in Financial Advising.

Level 2

Module 01: Introduction to Finance
Module 02: Essential Skill for Financial Advisor

Level 3

Module 03: Financial Planning
Module 04: Wealth Management and Guide to Make Personal Financial Statements
Module 05: Financial Risk Management and Assessment

Level 4

Module 06: Investment Planning
Module 07: Module 07: Divorce Planning
Module 08: Google Analytics for Financial Advisors

Who is this course for?

  • Aspiring financial advisors and consultants
  • Banking and finance professionals seeking career advancement
  • Individuals interested in providing personal financial advice
  • Professionals managing investments, pensions, or retirement planning
  • Anyone seeking formal training and certification in financial advisory

Requirements

Anyone can enrol in this course.

Career path

  • Junior Financial Advisor / Assistant: £22,000–£30,000
  • Financial Advisor: £28,000–£45,000
  • Investment Consultant: £30,000–£50,000
  • Wealth Management Advisor: £35,000–£60,000
  • Financial Planning Manager: £40,000–£65,000
  • Independent Financial Consultant: £35,000–£70,000+

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

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.
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