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3672 Accounting & Finance courses delivered Online

Finance Director Training

By Compliance Central

All in One Bundle Special Discount Offer A recent report by Grant Thornton shows that 72% of Finance Directors believe strong financial leadership is critical for business growth. The Finance Director plays a pivotal role in shaping a company's financial health and strategic direction. This comprehensive CPD-accredited Finance Director training equips you with the knowledge and skills to excel in this crucial position. CPD Accredited courses you will get: Course 01: Banking and Finance Accounting Statements Financial Analysis Course 02: Time Management Skills Course 03: Office Skills The Finance Director Training bundle is for those who want to be successful. In the Finance Director Training bundle, you will learn the essential knowledge needed to become well versed in Finance Director Training . Our Finance Director Training bundle starts with the basics of Finance Director Training and gradually progresses towards advanced topics. Therefore, each lesson of this Finance Director Training is intuitive and easy to understand. Why would you choose the Finance Director Training course: Lifetime access to Finance Director Training courses materials Full tutor support is available from Monday to Friday with the Finance Director Training course Learn Finance Director Training skills at your own pace from the comfort of your home Gain a complete understanding of Finance Director Training course Accessible, informative Finance Director Training learning modules designed by expert instructors Get 24/7 help or advice from our email and live chat teams with the Finance Director Training bundle Study Finance Director Training in your own time through your computer, tablet or mobile device A 100% learning satisfaction guarantee with your Finance Director Training course Course 01: Banking and Finance Accounting Statements Financial Analysis Section 01: Introduction and Welcome to the Course Section 02: Introduction to Accounting Section 03: Introduction to Financial Statements Section 04: Understanding Working Capital Section 05: Introduction to Financial Analysis Section 06: Financial Analysis - Case Study and Assignment Section 07: Financial Ratio Analysis in Corporate Finance Section 08: Financial Modelling for Mergers and Acquisitions Section 09: Course Summary and Wrap Up Course 02: Time Management Skills Module 01: Importance and Benefits of Time Management Module 02: Assess Your Current Work Practice Module 03: Identifying the Priorities Module 04: Say 'No' to Procrastination Module 05: Set Your Goals Module 06: Plan the Work Module 07: Work the Plan Module 08: Effective Time Management Techniques Module 09: Combat the Time Wasters Module 10: Time Management for Creative Work Module 11: The Art of Anticipating Module 12: Avoid Time Leaks Course 03: Office Skills Module 01: Core Office Skills Module 02: Self-Management Module 03: Organizing and Planning (i) Module 04: Organizing and Planning (ii) Module 05: Rapport Building CPD 30 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Finance Director Training bundle is Ideal for: Finance professionals seeking to become Finance Directors and develop strategic leadership skills. Existing Finance Directors looking to strengthen their financial acumen and climb the corporate ladder. Business owners and managers who want to gain a deeper understanding of financial analysis for better decision-making. Individuals transitioning into finance roles that require a strong foundation in financial statements and analysis. Requirements To enrol in this Finance Director Training course, all you need is a basic understanding of the English Language and an internet connection. Career path The Finance Director role offers a rewarding career path with excellent earning potential. This Finance Director course positions you for success in various industries, including: Banking and Financial Services Manufacturing Technology Retail Healthcare Non-profit Organizations Government Agencies Certificates 3 CPD Accredited PDF Certificate Digital certificate - Included Each CPD Accredited Hard Copy Certificate Hard copy certificate - £10.79 CPD Accredited Hardcopy Certificate Delivery Charge: Inside the UK: Free Outside of the UK: £9.99 each

Finance Director Training
Delivered Online On Demand11 hours
£12

Finance : Financial Training

By Compliance Central

Are you looking to enhance your Finance : Financial Training skills? If yes, then you have come to the right place. Our comprehensive course on Finance : Financial Training will assist you in producing the best possible outcome by mastering the Finance : Financial Training skills. The Finance : Financial Training is for those who want to be successful. In the Finance : Financial Training, you will learn the essential knowledge needed to become well versed in Finance : Financial Training. Our Finance : Financial Training starts with the basics of Finance : Financial Training and gradually progresses towards advanced topics. Therefore, each lesson of this Finance : Financial Training is intuitive and easy to understand. Why would you choose the Finance : Financial Training from Compliance Central: Lifetime access to Finance : Financial Training materials Full tutor support is available from Monday to Friday with the Finance : Financial Training Learn Finance : Financial Training skills at your own pace from the comfort of your home Gain a complete understanding of Finance : Financial Training Accessible, informative Finance : Financial Training learning modules designed by expert instructors Get 24/7 help or advice from our email and live chat teams with the Finance : Financial Training bundle Study Finance : Financial Training in your own time through your computer, tablet or mobile device. A 100% learning satisfaction guarantee with your Finance : Financial Training Improve your chance of gaining in demand skills and better earning potential by completing the Finance : Financial Training Financial Training Course Curriculum: 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 Certification CPD Accredited (CPD QS) Certificate Digital (PDF) & Hardcopy certificates are available CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Finance : Financial Training helps aspiring professionals who want to obtain the knowledge and familiarise themselves with the skillsets to pursue a career in Finance : Financial Training. It is also great for professionals who are already working in Finance : Financial Training and want to get promoted at work. Requirements To enrol in this Finance : Financial Training, all you need is a basic understanding of the English Language and an internet connection. Career path The Finance : Financial Training will enhance your knowledge and improve your confidence in exploring opportunities in various sectors related to Finance : Financial Training. Certificates CPD Accredited Certificate of Completion Free Digital certificate - Included CPD Accredited PDF Certificate CPD Accredited Certificate of Completion Free Hard copy certificate - £10.79 CPD Accredited Hard Copy Certificate Delivery Charge: Inside the UK: Free Outside of the UK: £9.99 each

Finance : Financial Training
Delivered Online On Demand4 hours
£12

Financial Wellness: Managing Personal Cash Flow Course

By NextGen Learning

Overview By enroling in Financial Wellness: Managing Personal Cash Flow, you can kickstart your vibrant career and strengthen your profound knowledge. You can learn everything you need to know about the topic. The Financial Wellness: Managing Personal Cash Flow course includes all of the most recent information to keep you abreast of the employment market and prepare you for your future. The curriculum for this excellent Financial Wellness: Managing Personal Cash Flow course includes modules at all skill levels, from beginner to expert. You will have the productivity necessary to succeed in your organisation once you have completed our Financial Wellness: Managing Personal Cash Flow Program. So enrol in our Financial Wellness: Managing Personal Cash Flow course right away if you're keen to envision yourself in a rewarding career. Description Enroling in this Financial Wellness: Managing Personal Cash Flow course can improve your Financial Wellness: Managing Personal Cash Flow perspective, regardless of your skill levels in the Financial Wellness: Managing Personal Cash Flow topics you want to master. If you're already a Financial Wellness: Managing Personal Cash Flow expert, this peek under the hood will provide you with suggestions for accelerating your learning, including advanced Financial Wellness: Managing Personal Cash Flow insights that will help you make the most of your time. This Financial Wellness: Managing Personal Cash Flow course will act as a guide for you if you've ever wished to excel at Financial Wellness: Managing Personal Cash Flow. Why Choose Us? This course is accredited by the CPD Quality Standards. Lifetime access to the whole collection of the learning materials. Online test with immediate results. Enroling in the course has no additional cost. You can study and complete the course at your own pace. Study for the course using any internet-connected device, such as a computer, tablet, or mobile device. Certificate of Achievement Upon successful completion, you will qualify for the UK and internationally-recognised CPD certificate and you can choose to make your achievement formal by obtaining your PDF Certificate at a cost of £4.99 and Hardcopy Certificate for £9.99. Who Is This Course For? This Financial Wellness: Managing Personal Cash Flow course is a great place to start if you're looking to start a new career in Financial Wellness: Managing Personal Cash Flow field. This training is for anyone interested in gaining in-demand Financial Wellness: Managing Personal Cash Flow proficiency to help launch a career or their business aptitude.  Requirements The Financial Wellness: Managing Personal Cash Flow course requires no prior degree or experience. All you require is English proficiency, numeracy literacy and a gadget with stable internet connection. Learn and train for a prosperous career in the thriving and fast-growing industry of Financial Wellness: Managing Personal Cash Flow, without any fuss. Career Path This Financial Wellness: Managing Personal Cash Flow training will assist you develop your Financial Wellness: Managing Personal Cash Flow ability, establish a personal brand, and present a portfolio of relevant talents. It will help you articulate a Financial Wellness: Managing Personal Cash Flow professional story and personalise your path to a new career. Furthermore, developing this Financial Wellness: Managing Personal Cash Flow skillset can lead to numerous opportunities for high-paying jobs in a variety of fields. Order Your Certificate To order CPD Quality Standard Certificate, we kindly invite you to visit the following link: Course Curriculum Module 01: Introduction To Personal Cash Flow Introduction-to-personal-cash-flow 00:22:00 Module 02: Understanding The Importance Of Personal Finance Understanding the Importance of Personal Finance 00:22:00 Module 03: Accounting And Personal Finances Accounting and Personal Finances 00:15:00 Module 04: Cash Flow Planning Cash Flow Planning 00:14:00 Module 05: Understanding Personal Money Management Understanding Personal Money Management 00:21:00 Module 06: Borrowing, Credit And Debt Borrowing, Credit and Debt 00:19:00 Module 07: Managing Personal Insurance Managing Personal Insurance 00:19:00 Module 08: Understanding Tax And Financial Strategies Understanding Tax and Financial Strategies 00:40:00 Module 09: Designing A Personal Budget Money and Mental Health 00:15:00 Module 10: Money And Mental Health Designing a Personal Budget 00:17:00 Order Your Certificate Order Your Certificate 00:00:00

Financial Wellness: Managing Personal Cash Flow Course
Delivered Online On Demand3 hours 24 minutes
£24

AML, CFT, KYC, CDD & GDPR Course

By Training Express

Empower Your Career with the Ultimate AML, CFT, KYC, CDD & GDPR Combo Course! Are you looking to stay ahead in the world of financial compliance? Look no further! Our online course covers everything you need to know about Anti-Money Laundering (AML), Counter Financing of Terrorism (CFT), Know Your Customer (KYC), Customer Due Diligence (CDD) and General Data Protection Regulation (GDPR). With a comprehensive curriculum designed by experts in the field, this course will equip you with the latest knowledge and skills required to excel in your career. In addition, you'll learn about the various regulations and standards that govern financial institutions and how they help prevent criminal activities such as money laundering and terrorist financing. You'll also get a deep dive into KYC and CDD, two critical processes that help ensure that financial institutions understand who their customers are and their financial activities. In addition, you'll learn how to gather, verify and analyse customer information and how to assess the risk associated with different types of customers. Additionally, you'll learn about GDPR, the EU's data protection regulation that applies to all companies that process the personal data of EU citizens. You'll understand how to implement GDPR requirements in your organisation and how to protect sensitive information from breaches and unauthorised access. Enrol now and gain the confidence and expertise to tackle any compliance challenges! With flexible online learning and lifetime access to course materials, you can study at your own pace and on your schedule. So why wait? Sign up TODAY and take your career to the next level! Key Features Accredited by CPD Instant e-certificate Fully online, interactive course with audio voiceover Self-paced learning and laptop, tablet, smartphone-friendly 24/7 Learning Assistance Discounts on bulk purchases Free Gifts Life Coaching Course Enrol now in this course to excel! Course Curriculum The detailed curriculum outline of our course is as follows: AML, CFT, KYC, CDD & GDPR Module 01: Introduction to Money Laundering Module 02: Proceeds of Crime Act 2002 Module 03: Development of Anti-Money Laundering Regulation Module 04: Responsibility of the Money Laundering Reporting Officer Module 05: Risk-based Approach Module 06: Record Keeping Module 07: Suspicious Conduct and Transactions Module 08: Awareness and Training Module 09: Introduction to KYC Module 10: Customer Due Diligence Module 11: AML (Anti-Money Laundering) Module 12: KYC, AML, and Data Privacy Regulations for Businesses Operations in the United Kingdom Module 13: Regulations to be Complied by Industries Module 14: Methods for carrying out KYC and AML and the Future of KYC Compliance Module 15: GDPR Basics Module 16: GDPR Explained Module 17: Lawful Basis for Preparation Module 18: Rights and Breaches Module 19: Responsibilities and Obligations Module 20: Ethical and Social Issues and Data Protection Learning Outcomes for AML, CFT, KYC, CDD & GDPR Online Course: Understanding Anti-Money Laundering (AML) regulations: Participants will be able to describe the purpose of AML regulations, identify key components of an AML program and understand the role of financial institutions in preventing money laundering. Counter Financing of Terrorism (CFT) knowledge: Participants will be able to explain the purpose of CFT regulations, identify the critical components of a CFT program and understand the role of financial institutions in preventing terrorist financing. Know Your Customer (KYC) process: Participants will be able to describe the KYC process, understand the importance of customer due diligence and identify essential information required to assess the risk associated with a customer. Customer Due Diligence (CDD) techniques: Participants will be able to explain the CDD process, understand the importance of ongoing monitoring and identify critical information required to maintain an up-to-date risk profile of a customer. General Data Protection Regulation (GDPR) compliance: Participants will be able to explain the purpose of GDPR, understand the rights of EU citizens and identify critical steps required to implement GDPR requirements in an organisation. Risk assessment and management: Participants will be able to assess the risk associated with different types of customers, understand the importance of risk management and identify steps to minimise risks in a financial institution. Financial crime prevention: Participants will be able to describe the various types of financial crimes and understand the key measures used to prevent these crimes in financial institutions. Ethics in financial compliance: Participants will be able to understand the ethical considerations involved in financial compliance, identify the fundamental principles of ethical behaviour and understand the importance of ethical behaviour in financial institutions. Accreditation All of our courses are fully accredited, including this course, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field. Certification 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). CPD 50 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Compliance Officer: Participants with a background in AML, CFT, KYC, CDD & GDPR can pursue a career as a compliance officer in a financial institution. They will be responsible for ensuring the institution's compliance with relevant regulations and standards. Risk Management Specialist: Participants with an understanding of risk assessment and management can pursue a career as a risk management specialist in a financial institution. They will be responsible for identifying, assessing and mitigating risk in the institution. Financial Crimes Prevention Specialist: Participants with an understanding of financial crimes prevention can pursue a career as a financial crimes prevention specialist in a financial institution. They will be responsible for preventing money laundering, terrorist financing and other financial crimes in the institution. Data Protection Officer (DPO): Participants with an understanding of GDPR can pursue a career as a Data Protection Officer (DPO) in a financial institution. They will be responsible for ensuring the institution's compliance with GDPR requirements and protecting sensitive information from breaches and unauthorised access. Audit and Compliance Consultant: Participants with a background in AML, CFT, KYC, CDD & GDPR can pursue a career as an audit and compliance consultant in a consultancy firm. They will be responsible for advising financial institutions on regulatory compliance and conducting internal audits to ensure compliance with relevant regulations and standards. Legal Advisor: Participants with a background in AML, CFT, KYC, CDD & GDPR can also pursue a career as a legal advisor in a financial institution or law firm. They will be responsible for advising clients on regulatory compliance and representing clients in legal matters related to financial compliance. Requirements No prior degree or experience is required to enrol in this course. Career path The skills and expertise that you will gain right after the completion of this AML, KYC, CFT, CDD & GDPR will help you apply job for the following posts: Ethics & Compliance Professionals Lawyers Business Owners AML Analysts AML Officer In the UK, The annual salary of these job positions is required the amount of £40,000 - £80,000 Certificates Certificate of completion (Hardcopy) Hard copy certificate - Included You will get the hard copy certificates for Free! The delivery charge of the hard copy certificate inside the UK is £3.99 each. Certificate of completion (PDF) Digital certificate - Included

AML, CFT, KYC, CDD & GDPR Course
Delivered Online On Demand
£24

Online Bookkeeping and Quickbooks Course

4.8(9)

By Skill Up

Boost your career in the financial industry. Make a big name with the Mastery of Quickbooks and Xero Software Accounting Course. Learn Sales Ledger and Xero Accounting.

Online Bookkeeping and Quickbooks Course
Delivered Online On Demand3 hours 51 minutes
£13.59

Hire Controller Training Course

By Training Express

Unlock Your Potential and Land Your Dream Job with Our Hire Controller Online Training Course! If you've ever considered working as a Hire Controller but felt like you lack the knowledge and skills to launch your career, this course might be what you want! The Hire Controller course will allow you to equip yourself with a solid foundation and develop more advanced skills on that foundation. Enrol today in this Hire Controller course to learn all the required knowledge and skills to pursue a rewarding career in the relative industry. Courses included in this Hire Controller Bundle: Course 01: Recruitment Course 02: Motivational Interviewing Course 03: Talent Acquisition Specialist Course 04: Negotiation Skills Course 05: Payroll & Benefits Administrators Course 06: Career Development Course 07: CV Writing Course 08: Workplace Productivity Course 09: Line Management Course 10: Life Coaching and Career Counselling Key Benefits Accredited by CPD Instant e-certificate Fully online, interactive Hire Controller course Self-paced learning and laptop, tablet, smartphone-friendly 24/7 Learning Assistance The Hire Controller course is for both beginners and those already working in the field. It covers gradually from basics to advanced concepts of being a successful Hire Controller. 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 Hire Controller course, you will get a widely respected accreditation and a deeper knowledge of the topic. 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. CPD 100 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Hire Controller 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 Hire Controller training.

Hire Controller Training Course
Delivered Online On Demand
£49.99

Management Accountant Training Courses

By Training Express

Unlock Your Potential and Land Your Dream Job with Our Management Accountant Online Training Course! If you've ever considered working as a Management Accountant but felt like you lack the knowledge and skills to launch your career, this course might be what you want! The Management Accountant course will allow you to equip yourself with a solid foundation and develop more advanced skills on that foundation. Enrol today in this Management Accountant course to learn all the required knowledge and skills to pursue a rewarding career in the relative industry. Courses included in this Management Accountant Bundle: Course 01: Key Account Management Course 02: Bookkeeping & Accounting Course 03: Anti Money Laundering (AML) Course 04: Office Skills and Administration Course 05: General Data Protection Regulation (GDPR) Awareness Course 06: Career Development Course 07: CV Writing Course 08: Workplace Productivity Course 09: Line Management Course 10: Life Coaching and Career Counselling Key Benefits Accredited by CPD Instant e-certificate Fully online, interactive Management Accountant course Self-paced learning and laptop, tablet, smartphone-friendly 24/7 Learning Assistance The Management Accountant course is for both beginners and those already working in the field. It covers gradually from basics to advanced concepts of being a successful Management Accountant. 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 Management Accountant course, you will get a widely respected accreditation and a deeper knowledge of the topic. 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. CPD 100 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Management Accountant 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 Management Accountant training.

Management Accountant Training Courses
Delivered Online On Demand
£49.99

Accounts Payable Clerk Course

By Training Express

Unlock Your Potential and Land Your Dream Job with Our Accounts Payable Clerk Online Training Course! If you've ever considered working as a Accounts Payable Clerk but felt like you lack the knowledge and skills to launch your career, this course might be what you want! The Accounts Payable Clerk course will allow you to equip yourself with a solid foundation and develop more advanced skills on that foundation. Enrol today in this Accounts Payable Clerk course to learn all the required knowledge and skills to pursue a rewarding career in the relative industry. Courses included in this Accounts Payable Clerk Bundle: Course 01: Accounting and Finance Level 3 Course 02: Finance Analyst Course 03: Finance for Non finance Managers Course 04: Financial Investigator Course 05: Payroll Clerk Course 06: Career Development Course 07: CV Writing Course 08: Workplace Productivity Course 09: Line Management Course 10: Life Coaching and Career Counselling Key Benefits Accredited by CPD Instant e-certificate Fully online, interactive Accounts Payable Clerk course Self-paced learning and laptop, tablet, smartphone-friendly 24/7 Learning Assistance The Accounts Payable Clerk course is for both beginners and those already working in the field. It covers gradually from basics to advanced concepts of being a successful Accounts Payable Clerk. 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 Accounts Payable Clerk course, you will get a widely respected accreditation and a deeper knowledge of the topic. 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. CPD 100 CPD hours / points Accredited by CPD Quality Standards Who is this course for? The Accounts Payable Clerk 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 Accounts Payable Clerk training.

Accounts Payable Clerk Course
Delivered Online On Demand
£49.99

Valuation Techniques for Investment Banking

By NextGen Learning

Investment Banking plays a vital role in the UK's financial system. According to a report by Statista, the revenue of investment banking and securities dealing in the UK was approximately £44 billion in 2019. By learning about Investment Banking, individuals can take advantage of the various career opportunities available in this field. Furthermore, having a sound understanding of Investment Banking can also help individuals make better investment decisions, whether it's for their personal portfolio or their business. Learning Outcomes: Gain a comprehensive understanding of investment banking. Understand the structure and functions of investment banks. Learn various valuation methods used in investment banking. Gain insights into LBO, IPO, and M&A processes. Learn about the ethics in investment banking. Apply investment banking concepts and principles in practical situations. Our Investment Banking Course is designed to provide you with an in-depth understanding of the investment banking industry. The course is divided into seven modules that cover different aspects of investment banking. In the first module, you will be introduced to the investment banking industry and its various functions. The second module will cover the structure and different sides of investment banking. The third module will provide you with an understanding of the various valuation methods used in investment banking. In the fourth module, you will learn about Leveraged Buyouts (LBOs), which is a popular method used in the acquisition of companies. In the fifth module, you will learn about Initial Public Offerings (IPOs) and the process involved in taking a company public. The sixth module will cover Merger and Acquisition (M&A) processes, including different types of M&A transactions. Finally, in the seventh module, you will learn about ethics in investment banking. Certification Upon completion of the course, learners can obtain a certificate as proof of their achievement. You can receive a £4.99 PDF Certificate sent via email, a £9.99 Printed Hardcopy Certificate for delivery in the UK, or a £19.99 Printed Hardcopy Certificate for international delivery. Each option depends on individual preferences and locations. CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Students interested in investment banking. Individuals who want to pursue a career in investment banking. Business owners who want to learn about investment banking. Career path Investment Banker - £70,000 - £250,000 per annum Financial Analyst - £30,000 - £60,000 per annum Mergers and Acquisitions (M&A) Specialist - £50,000 - £120,000 per annum Equity Research Analyst - £40,000 - £100,000 per annum

Valuation Techniques for Investment Banking
Delivered Online On Demand2 hours
£15

Investment Planning Strategies for Financial Advisors

By NextGen Learning

A client approaches a financial advisor seeking guidance on how to manage their wealth after inheriting a large sum of money. The advisor must assess the client's financial goals, develop a plan for managing their wealth, and provide ongoing support to ensure the plan is successful. Learning outcomes: Gain a thorough understanding of finance and financial planning. Develop essential skills necessary to succeed as a financial advisor. Learn how to create and analyse personal financial statements. Understand how to manage and mitigate financial risk. Learn how to develop investment plans that align with clients' goals. Acquire knowledge on the complexities of divorce planning. Gain expertise in using Google Analytics to improve financial advising. The Financial Advisor course is designed to provide students with a comprehensive understanding of finance and the skills necessary to succeed as a financial advisor. This theoretical course covers essential topics such as financial planning, wealth management, investment planning, and financial risk management. Students will also learn how to analyse personal financial statements and utilize Google Analytics to improve their advising. The course is suitable for individuals who are interested in pursuing a career in financial advising or those who wish to improve their existing skills in the field. It is also an excellent option for anyone seeking to improve their personal financial knowledge. Enrol today and gain the knowledge and skills necessary to succeed as a financial advisor. Certification Upon completion of the course, learners can obtain a certificate as proof of their achievement. You can receive a £4.99 PDF Certificate sent via email, a £9.99 Printed Hardcopy Certificate for delivery in the UK, or a £19.99 Printed Hardcopy Certificate for international delivery. Each option depends on individual preferences and locations. CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Individuals interested in pursuing a career in financial advising. Those who wish to improve their existing skills in the field. Anyone seeking to improve their personal financial knowledge. Career path Junior Financial Advisor: £22,000 - £35,000 Financial Advisor: £35,000 - £75,000 Senior Financial Advisor: £75,000 - £150,000 Wealth Management Advisor: £50,000 - £200,000 Investment Advisor: £40,000 - £100,000 Divorce Financial Planner: £40,000 - £100,000

Investment Planning Strategies for Financial Advisors
Delivered Online On Demand3 hours
£15