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Pension, Mortgage Advising & Financial Analysis

Level 3, 4 & 5 QLS Endorsed Diploma | QLS Hard Copy Certificate Included | Plus 10 CPD Courses | Lifetime Access

One Education


£399 inc VAT
Or £66.50/mo. for 6 months...
Study method
42 hours · Self-paced
Access to content
Lifetime access
No formal qualification
30 CPD hours / points
  • Certificate of completion - Free
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

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Picture this, a time when financial literacy was a luxury reserved for the wealthy. A time when the average person had to rely on the whims of moneylenders and banks to secure their financial future. Fast forward to the present day, and the landscape has changed dramatically. Financial literacy is no longer a luxury but a necessity, one that can empower individuals to take control of their financial futures.

This is where the Pension, Mortgage Advising & Financial Analysis Bundle comes in. A comprehensive program that combines three QLS-endorsed courses to provide you with the knowledge and skills you need to navigate the complex world of finance. With this bundle, you will receive three hardcopy certificates, proudly showcasing your newfound expertise to the world.

The 3 QLS-endorsed courses in this bundle cover pensions, mortgage advising, and financial analysis, providing a comprehensive look at the financial landscape. With these courses, you will receive 3 hardcopy certificates, demonstrating your expertise and commitment to your education.

Moreover, the bundle also includes five CPD-QS Accredited courses that are relevant to the field of finance. These courses include Cost, Revenue & Tax, Insurance Agent Training, Introduction to VAT, Financial Investigator, and Investment. With these courses, you will be able to expand your knowledge even further and increase your chances of success in the world of finance.

So why should people in the UK learn about finance? The answer is simple. Financial literacy is a valuable skill that can help you achieve financial independence and stability. According to recent studies, individuals with a higher level of financial literacy are more likely to have a higher net worth and are less likely to experience financial difficulties. By completing the Pension, Mortgage Advising & Financial Analysis Bundle, you will be taking a big step towards financial freedom and security.

QLS Endorsed Courses:

  • Course 01:Certificate in Pension at QLS Level 3
  • Course 02:Diploma in Mortgage Advisor at QLS Level 4
  • Course 03:Diploma in Financial Analysis at QLS level 4

CPD QS Accredited Courses:

  • Course 04: Cost, Revenue & Tax
  • Course 05: Insurance Agent Training
  • Course 06: Introduction to VAT
  • Course 07: Financial Investigator
  • Course 08: Investment

Take your career to the next level with our bundle that includes not only technical courses but also five guided courses focused on personal development and career growth.

  • Course 09: Leadership and Management Course
  • Course 10: Career Development and Passion
  • Course 11: Professional CV Writing
  • Course 12: Boost Your Confidence and Self-Esteem
  • Course 13: Public Speaking: Confident Delivery Skills

Learning Outcomes

  • Understanding the fundamentals of pensions and their importance in retirement planning
  • Knowledge of mortgage advising, including the latest industry regulations and standards
  • Skilled in financial analysis, including cost, revenue, and tax analysis
  • Ability to provide insurance advice and recommendations to clients
  • Understanding of VAT and its impact on financial planning
  • Knowledge of financial investigation techniques and practices
  • Expertise in investment, including stocks, bonds, and other financial instruments



30 CPD hours / points
Accredited by CPD Quality Standards

Course media


Pension: In this course, you will gain a comprehensive understanding of pensions, including the different types of pensions available, the importance of pension planning, and the regulations and standards governing the industry.

Mortgage Advisor: In this course, you will learn the ins and outs of mortgage advising, including the latest regulations and standards, how to assess a client's financial situation, and how to provide expert advice and recommendations.

Financial Analysis: This course covers the basics of financial analysis, including cost, revenue, and tax analysis, as well as an introduction to investment and financial investigation techniques.

Learners will qualify for the highly sought-after QLS Endorsed Certificate after successfully passing the assessment at the conclusion of each endorsed course.
The Quality Licence Scheme is a credible and renowned endorsement that marks high qualityand excellence in the UK. It is well accepted and sought after by industry experts and recruiters.
Learners who purchase this bundle will receive Three Hardcopy QLS Certificates at their door!

Who is this course for?

  • Individuals looking to start a career in finance or expand their existing expertise
  • Financial advisors, insurance agents, and other professionals seeking to upgrade their skills
  • Retirees looking to understand their pensions and retirement planning options better
  • Anyone looking to gain a comprehensive understanding of the financial landscape

Career path

  • Mortgage Advisor - £30,000 - £60,000
  • Financial Advisor - £30,000 - £70,000
  • Investment Banker - £50,000 - £150,000
  • Financial Analyst - £35,000 - £80,000
  • Insurance Agent - £25,000 - £60,000

Questions and answers

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Certificate of completion

Hard copy certificate - Included


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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.