Learn to assess and assist others with monetary management problems by taking our comprehensive Financial Advisor course. Everybody’s quality of life depends on some level of financial planning, and bad decisions can have severe consequences. With our help, you can become skilled in navigating the complex world of wealth management and provide grateful clients with a secure future and a sustainable present. Written with the help of industry experts, the contents of the course will give you the ability to understand and guide someone towards profitable investments and earnings. You will be taught how to confidently assess financial risks and provide in-depth analysis for their hard-earned cash. Each online module contains hints and tips to traverse the most sensitive personal money issues and ensure your clients have plenty to smile about in years to come.
By completing the training contained within the Financial Advisor course, you will gain the ability to understand and operate within a dynamic financial market. This can provide the first and most significant steps for starting a personal advisory business or gaining the skills to work in accountancy within a high-performing organisation.
This course is designed to provide a valuable introduction to financial planning and advisory services. It provides an excellent way to gain the knowledge to excel in accounting or project planning within a structured organisation or start a personal advisory service. Full-time and part-time learners are equally supported, with study periods being entirely customisable to your needs.
An endorsed certificate will be issued for the learners as proof of their achievement after the completion of this course.
After successful course completion, learners will be able to order an endorsed certificate as proof of their new achievement. Only for £99 you can order and get endorsed certificates delivered to your home. International students have to pay an extra £10 as a postage charge.
The learners have to successfully complete the assessment of this course to achieve the CPD certificate. Digital certificates can be ordered for only £10. The learner can purchase printed hard copies inside the UK for £29, and international students can purchase printed hard copies for £39.
This course has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. Academy for Health & Fitness will be able to advise you on any further recognition, for example, progression routes into further and/or higher education. For further information please visit the Learner FAQs on the Quality Licence Scheme website.
You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass the exam and to achieve Quality Licence Scheme endorsed certificates.
Our expert trainers will assess your assignment and give you feedback after you submit the assignment.
|Module 01: Introduction to Finance|
|Introduction to Finance||00:23:00|
|Module 02: Essential Skill for Financial Advisor|
|Essential Skills for Financial Advisors||00:34:00|
|Module 03: Financial Planning|
|Module 04: Wealth Management and Guide to Make Personal Financial Statements|
|Wealth Management and Guide to Make Personal Financial Statements||00:18:00|
|Module 05: Financial Risk Management and Assessment|
|Financial Risk Management and Assessment||00:31:00|
|Module 06: Investment Planning|
|Module 07: Divorce Planning|
|Module 08: Google Analytics for Financial Advisors|
|Google Analytics for Financial Advisor||00:26:00|
|Recommended Readings – Financial Advisor||3 days|
|Assignment – Financial Advisor||2 weeks, 3 days|
|Order Your Certificate|
|Claim Your QLS Certificate||00:00:00|