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Financial Advisor Training

Financial Advisor Training

By Apex Learning

5.0(10)
  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • All levels

Description

**Be prepared for the upcoming Hiring Season by enhancing your professional skillsets with Apex Learning! Get Hard Copy + PDF Certificate + Transcript + Student ID Card as a Gift - Enrol Now**

Tired of browsing and searching for the course you are looking for? Can't find the complete package that fulfils all your needs? Then don't worry as you have just found the solution. Take a minute and look through this 14-in-1 extensive bundle that has everything you need to succeed in Financial Advisor and other relevant fields!

After surveying thousands of learners just like you and considering their valuable feedback, this all in one Financial Advisor bundle has been designed by industry experts. We prioritised what learners were looking for in a complete package and developed this in-demand Financial Advisor course that will enhance your skills and prepare you for the competitive job market.

Also, our Financial Advisor experts are available for answering your queries and help you along your learning journey. Advanced audiovisual learning modules of these courses are broken down into little chunks so that you can learn at your own pace without being overwhelmed by too much material at once.

Furthermore, to help you showcase your expertise in Financial Advisor, we have prepared a special gift of 1 hardcopy certificate and 1 PDF certificate for the title course completely free of cost. These certificates will enhance your credibility and encourage possible employers to pick you over the rest.

This Financial Advisor Bundle Consists of the following Premium courses:

  • Course 01: Financial Advisor

  • Course 02: Financial Management

  • Course 03: Investment

  • Course 04: Capital Budgeting & Investment Decision Rules

  • Course 05: Budgeting and Forecasting

  • Course 06: Level 3 Tax Accounting

  • Course 07: Team Management

  • Course 08: Intermediate Economics Level 3

  • Course 09: Internal Audit Training Diploma

  • Course 10: Forex Trading Level 3

  • Course 11: Stock Market Investing for Beginners

  • Course 12: Fraud Management & Anti Money Laundering Awareness Complete Diploma

  • Course 13: Commercial Law 2021

  • Course 14: Level 2 Microsoft Office Essentials

Benefits you'll get choosing Apex Learning:

  • One payment, but lifetime access to 14 CPD courses

  • Certificates, student ID for the title course included in a one-time fee

  • Full tutor support available from Monday to Friday

  • Free up your time - don't waste time and money travelling for classes

  • Accessible, informative modules taught by expert instructors

  • Learn at your ease - anytime, from anywhere

  • Study the course from your computer, tablet or mobile device

  • CPD accredited course - improve the chance of gaining professional skills

How will I get my Certificate?

After successfully completing the course you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement.

  • PDF Certificate: Free (For The Title Course)

  • Hard Copy Certificate: Free (For The Title Course)

Curriculum of Bundle

Course 01: Financial Advisor

  • Introduction to Finance

  • Essential Skill

  • Financial Planning

  • Financial Risk Management and Assessment

  • Investment Planning

  • Divorce Planning

  • Google Analytics

and many more....

Course 02: Financial Management

  • Introduction to Financial Management

  • Fundamentals of Budgeting

  • The Balance Sheet

  • The Income Statement

  • The Cash Flow Statement

  • Statement of Stockholders' Equity

  • Analysing and Interpreting Financial Statements

  • International Aspects of Financial Management

and many more....

Course 03: Investment

  • Introduction to Investment

  • Types and Techniques of Investment

  • Key Concepts in Investment

  • Understanding the Finance

  • Investing in Bond Market

  • Investing in Stock Market

  • Risk and Portfolio Management

and many more....

Course 04: Capital Budgeting & Investment Decision Rules

  • Introduction

  • NPV Method

  • Payback Period Method

  • Internal Rate of Return (IRR)

  • Evaluating Projects in Different Lives

  • Conclusion

and many more....

Course 05: Budgeting and Forecasting

Introduction

  • Why Budget and Forecasts

  • Is budget planning a paper exercise

  • Operational and Financial Budget

Detail Budget Requirement

  • Components - Revenue Budgets

  • Components - Cost Budget

  • Qualitative Aspects

Process of Making Budget

  • Process of Budgeting - Logical Steps

  • Example we used in Class to demonstrate a broad process in budget and planning

  • Cost Budget Process - Other aspects

and many more....

Course 06: Level 3 Tax Accounting

  • Tax System and Administration in the UK

  • Tax on Individuals

  • National Insurance

  • Fundamentals of Income Tax

  • Payee, Payroll and Wages

  • Value Added Tax

  • Corporation Tax

  • Double Entry Accounting

  • Management Accounting and Financial Analysis

  • Career as a Tax Accountant in the UK

and many more....

Course 07: Presenting Financial Information

  • Presenting Financial Information

  • The Hierarchy of Performance Indicators

  • The Principle of Effective Reports

  • Methods of Presenting Performance Data

  • The Pareto Chart: Highlighting Priorities

  • Exercise: The Control Chart

  • An Example Management Report

  • Interpreting Performance Data

  • Supporting Colleagues by Giving Feedback

  • Data Visualisation Part 01, Part 02, Part 03, Part 04

and many more....

Course 08: Intermediate Economics Level 3

  • An Introduction to Economics

  • The Market System and the Circular Flow Model

  • Supply, Demand and Prices

  • Prices

  • Elasticity

  • Market Failures

  • Production and Costs

  • Money, Banking and the Financial System

  • Measuring GDP and Economic Growth

  • Unemployment

  • Inflation

  • Income Distribution and Poverty

  • International Finance

  • Fiscal Policy

and many more....

Course 09: Internal Audit Training Diploma

  • Auditing as a Form of Assurance

  • Internal Audit Procedures

  • Technology-based Internal Audit

  • Audit Interviews

  • Reporting Audit Outcome

  • UK Internal Audit Standards

  • Career as an Auditor

and many more....

Course 10: Forex Trading Level 3

  • Introduction to Forex Trading

  • Kinds of Foreign Exchange Market

  • Money Management

  • Fundamental Analysis

  • Technical Analysis

  • Pitfalls and Risks

  • Managing Risk

and many more....

Course 11: Stock Market Investing for Beginners

  • Module 01: Introduction to the Course

  • Module 02: Introduction to Stocks

  • Module 03: Money Required for Primary Investment

  • Module 04: Opening an Investment Account

  • Module 05: Brokerage Account Walkthrough

  • Module 06: Finding Winning Stocks

  • Module 07: Earning from Dividends

  • Module 08: Diversifying Portfolio

  • Module 09: Investment Plan

  • Module 10: Rebalancing Portfolio

  • Module 11: Understanding Order Types

  • Module 12: Investment Tax

  • Module 13: Investment Rules: Rule-1, 2, 3, 4, 5

  • Module 14: Stock Market Dictionary

  • Module 15: Setting Up the Trading Platform

Course 12: Fraud Management & Anti Money Laundering Awareness Complete Diploma

  • Introduction to Money Laundering

  • Proceeds of Crime Act 2002

  • Risk-based Approach

  • Customer Due Diligence

  • Record Keeping

  • Suspicious Conduct and Transactions

  • Awareness and Training

and many more....

Course 13: Commercial Law 2021

  • Introduction of Commercial law

  • Sales of Goods Law

  • Consumer Law and Protection

  • E-Commerce Law

  • Competition Law

and many more....

Course 14: Level 2 Microsoft Office Essentials

  • Excel 2016

  • Getting Started with Microsoft Office Excel 2016

  • Performing Calculations

  • Modifying a Worksheet

  • Printing Workbooks

  • Managing Workbooks

  • Word 2016

  • Getting Started with Word

  • Working More Efficiently

  • Managing Lists

  • Inserting Graphic Objects

  • Controlling Page Appearance

  • Preparing to Publish a Document

  • Workbooks - Microsoft Word 2016 (Beginner)

  • PowerPoint 2016

  • Presentation Basics

  • Inserting Options

  • Working with Objects

  • Access 2016

  • Introduction to Access

  • Access Forms

  • Working with Reports

and many more....

CPD

145 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?

Anyone from any background can enrol in this Financial Advisor bundle.

Requirements

Our Financial Advisor course is fully compatible with PCs, Macs, laptops, tablets and Smartphone devices.

Career path

Having this Financial Advisor expertise will increase the value of your CV and open you up to multiple job sectors.

Certificates

Certificate of completion

Digital certificate - Included

You will get the PDF Certificate for the title course (Financial Advisor) absolutely Free!

Certificate of completion

Hard copy certificate - Included

You will get the Hard Copy certificate for the title course (Financial Advisor) absolutely Free! Other Hard Copy certificates are available for £10 each.

Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.

About The Provider

Apex Learning
Apex Learning
London
5.0(10)

At Apex Learning, we share the goal of millions of people to mak...

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