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Level 4 Diploma in Finance: Financial Advisor - QLS Endorsed

QLS Endorsed + CPD QS Accredited - Dual Certification | Instant Access | 24/7 Tutor Support | All-Inclusive Cost


Kingston Open College

Summary

Price
£105 inc VAT
Or £35.00/mo. for 3 months...
Study method
Online
Duration
4 hours · Self-paced
Access to content
12 months
Qualification
No formal qualification
CPD
10 CPD hours / points
Achievement
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students
  • TOTUM card available but not included in price What's this?

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Overview

Turn your skills into a competitive advantage that is recognised globally and endorsed for quality by QLS, the UK's most reputable high-quality course auditor.

Become competent at growing and preserving wealth! Learn how to analyse a client's income, create a budget, and plan how and where to invest the client's funds to meet various objectives. Discover how to manage one's finances, from current budgeting to future tax savings, including real estate purchases, loans, and retirement plans. Enrol now to become an expert in recommending products and strategies to help your clients achieve their financial objectives!

This premium QLS endorsed Finance: Financial Advisor course comes with intensive study modules, dedicated tutor assistance, customer support, flexible learning opportunity and a globally recognised certification all-together. Thus, successful completion of our Finance: Financial Advisor course will give you limitless opportunities anywhere and everywhere, since the value of QLS endorsed courses are quite high, to say the least!!

What’s more, the quality of our first-class course is uncompromising for both you and us. You will be taught the richest of materials from this exquisite Finance: Financial Advisor course, enabling you to open up a vast world of opportunities for you to grasp and gain success from. For the price point, this course is actually an absolute steal! It’s an investment you absolutely do not want to miss out on!

So, why delay any longer? Benefit your career progression by joining us today and distinguish yourself as, unquestionably, the most skilled one in your workplace!

Why Learn with us:

We, as one of the leading eLearning service providers across the globe, strive to provide all our learners with the best eLearning experience possible that can make a real difference in their career progression.

Our Service for the Finance: Financial Advisor Includes:

  • Intensive Study Notes
  • Tutor Support
  • Customer Support
  • Assignment Help
  • QLS Endorsed Certificate
  • 24/7 Learning Portal Access
  • Widely Compatible Study Materials

Achievement

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

Course Curriculum of Finance: Financial Advisor

  • 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

Assessment & Certification

Learners must submit a comprehensive summerised assignment on all the units that will be assessed by our expert tutor if all the learning outcomes are met as per the standard set by QLS. After the quality check, learner will be provided with the Finance: Financial Advisor certificate.

Endorsed Certificate of Achievement from the Quality Licence Scheme

An endorsed certificate will be issued to learners at the end of the course as recognition of course completion. Provided that learner completes all the assessment of a course can claim for certificate.

Endorsement:

QLS endorsed this certified course as a highly qualified, non-regulated provision and training programme. There will be a trainer to answer all your questions including your progression routes into further higher education. It is a non-accredited course.

Who is this course for?

Our course is open for everyone. This Finance: Financial Advisor is ideal for those who aspire to gain in-depth knowledge & efficient skill to embark into the relevant sector as a promising potential.

Requirements

There are no formal requirements needed for this Finance: Financial Advisor course. So learners do not require any prior qualifications to enrol in this course.

Questions and answers

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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.