Paraplanner and Financial Management
CPD Accredited | Free PDF & Hard Copy Certificate included | Free Retake Exam | Lifetime Access
Training Express Ltd
Summary
- Certificate of completion - Free
- Certificate of completion - Free
- Exam(s) / assessment(s) is included in price
- Tutor is available to students
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Overview
If you’ve ever considered working as a Paraplanner but felt like you lack the knowledge and skills to launch your career, this course might be what you want! The Paraplanner and Financial Management course will allow you to equip yourself with a solid foundation and develop more advanced skills on that foundation. Enrol today to learn all the required knowledge and skills to pursue a rewarding career in the relative industry.
The Paraplanner and Financial Management course is for both beginners and those already working in the field. It covers gradually from basics to advanced concepts of being a successful Paraplanner. Anyone passionate about learning can take this course and develop skills and a portfolio to have a competitive edge in the job market. Also, upon completing our Paraplanner course, you will get a widely respected accreditation and a deeper knowledge of the topic.
Key Benefits
- Accredited by CPD
- Instant e-certificate
- Fully online, interactive course
- Self-paced learning and laptop, tablet, smartphone-friendly
- 24/7 Learning Assistance
CPD
Course media
Description
Curriculum
Paraplanner
- 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
Financial Management
- Module 01: Introduction to Financial Management
- Module 02: Fundamentals of Budgeting
- Module 03: The Balance Sheet
- Module 04: The Income Statement
- Module 05: The Cash Flow Statement
- Module 06: Statement of Stockholders’ Equity
- Module 07: Analysing and Interpreting Financial Statements
- Module 08: Inter-Relationship Between all the Financial Statements
- Module 09: International Aspects of Financial Management
Course Assessment
You will immediately be given access to a specifically crafted MCQ test upon completing an online module. For each test, the pass mark will be set to 60%.
Certificate
Once you’ve successfully completed your course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £3.99). Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.
Who is this course for?
The Paraplanner training is ideal for highly motivated individuals or teams who want to enhance their skills and efficiently skilled employees.
Requirements
There are no formal entry requirements for the course, with enrollment open to anyone!
Career path
Learn the essential skills and knowledge you need to excel in your professional life with the help & guidance from our Paraplanner training.
Questions and answers
Currently there are no Q&As for this course. Be the first to ask a question.
Certificates
Certificate of completion
Digital certificate - Included
Certificate of completion
Hard copy certificate - Included
Reviews
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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
What does study method mean?
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.
What are CPD hours/points?
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.
What is a ‘regulated qualification’?
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.
What is an ‘endorsed’ course?
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.
