Overview Say you want to retire in 20 years, buy a home in 10 years, and send your child to a top university in 5. To achieve these benchmarks, you will require financial expertise or financial advising skills. Financial advising skills are beneficial not just for individual matters but also for professional advancement. With high-end financial advising skills, you can work for any leading business - evaluating financial health, advising on investments, making financial plans, eliminating financial risk and whatnot. So what are you waiting for? Take this Wealth Manager course today to gain financial advising expertise. This course will walk you through the fundamentals of finance. From learning financial planning to understanding wealth management, this course strives to give you the most enriching learning experience possible. Moreover, you will learn how to make personal financial statements and use Google Analytics. With this course, you will also get to know about investment planning, as well as financial risk assessment and management. By the end of this course, you will be able to develop the skill set of a professional Wealth Manager. So, enrol in this Wealth Manager course today and gear up to understand your financial health. What skills you will gain: A detailed understanding of the intricacies of finance. Maestro of the fundamental Wealth Manager skill sets. A solid perspective of financial planning. Thorough knowledge of wealth management. Proficiency in making personal financial statements. Familiarity with financial risk assessment and management. A firm understanding of investment planning. Adequate comprehension of how to use Google Analytics. Why buy this Wealth Manager? Unlimited access to the course for forever Digital Certificate, Transcript, student ID all included in the price Absolutely no hidden fees Directly receive CPD accredited qualifications after course completion Receive one to one assistance on every weekday from professionals Immediately receive the PDF certificate after passing Receive the original copies of your certificate and transcript on the next working day Easily learn the skills and knowledge from the comfort of your home Certification After studying the course materials of the Wealth Manager there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £5.99. Original Hard Copy certificates need to be ordered at an additional cost of £9.60. Who is this course for? This Wealth Manager training is suitable for - Students Recent graduates Job Seekers Anyone interested in financial advising Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise. Prerequisites To participate in this Wealth Manager course, all you need is - A smart device A secure internet connection And a keen interest in financial advising. Career path This Wealth Manager course will assist you in establishing a solid foundation in the field of finance and several fascinating job possibilities, such as - Finance Advisor Finance Analyst Financial Confiscator Financial Investigator In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year. Course Curriculum 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 Financial Planning 00:37:00 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 Investment Planning 00:25:00 Module 07: Divorce Planning Divorce Planning 00:26:00 Module 08: Google Analytics for Financial Advisors Google Analytics for Financial Advisor 00:26:00 Assignment Assignment - Wealth Manager 00:00:00
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Ethics and compliance training is helpful for encouraging appropriate behavior, setting expectations, demonstrating the organization's commitment, and informing employees of laws or regulatory principles that may not be common knowledge. Description This course will help you to increase your personal ethics and explore your obligations to act with integrity in all aspects of your work and professional relationships. You will also appreciate an Ethical Code of Standards and examine how you can prevent bribery and corruption based on a financial regulatory context. Integrity and scruples not only keep us out of court and out of prison, but they are good for business. One study found that companies making 'an explicit commitment to doing business ethically' have produced profit/turnover ratios at 18% higher than those without a similar commitment. Conversely, a bad reputation can ruin a business - ethics and compliance training is how an organization can avoid that. Training Duration This course may take up to 2.5 hours to be completed. However, actual study time differs as each learner uses their own training pace. Participants This course is ideal for anyone wishing to consider ethics from a financial regulatory perspective. It is also suitable to professionals pursuing regulatory CPD in Financial Regulation. Training Method The course is offered fully online using a self-paced approach. The learning units consist of video presentations and reading material. Learners may start, stop and resume their training at any time. At the end of each session, participants take a Quiz to complete their learning unit and earn a Certificate of Completion once all quizzes have been passed successfully. Accreditation and CPD Recognition This programme has been developed by the London Governance and Compliance Academy (LGCA), a UK-recognised training institution. The syllabus is verified by external subject matter experts and can be accredited by regulators and other bodies for 2 CPD Units that approve education in financial regulation, such as the FCA and other financial regulators. The course may be also approved for up to 2 CPD Units by institutions that approve general financial training, such as the CISI. Eligibility criteria and CPD Units are verified directly by your association or other bodies in which you hold membership. Registration and Access To register to this course, click on the Get this course button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalising your payment. If you wish to receive an invoice instead of paying online, please contact us at info@lgca.uk. Access to the course is valid for 365 days.
Are you planning to start a company or want to make a profit? Then, join our Financial Modelling course and take your business to the next level. You will gain the expertise and knowledge to evaluate your business, handle the finance and predict the market. In addition, you will learn to handle unwanted circumstances and make proper decisions under pressure. This Financial Modelling course includes easy-to-digest modules from which you can learn the most up-to-date knowledge about the current market condition. Also, you will learn the fundamental calculations required to forecast takings and values in the near future and receive a masterclass on the essentials of the financial market itself. You will be able to build financial models, conduct sensitivity analyses, research market opportunities, and arrive at exact valuations based on your correlated data. Sign up for our Financial Modelling course and enjoy your learning journey. Course Curriculum ✓ Module 01: Basic Financial Calculations ✓ Module 02: Overview of Financial Markets, Financial Assets, and Market Participants ✓ Module 03: Financial Statement Modelling ✓ Module 04: Types of Financial Models ✓ Module 05: Sensitivity Analysis ✓ Module 06: Sales and Revenue Model ✓ Module 07: Cost of Goods Sold and Inventory Model ✓ Module 08: Valuation Methods Learning Outcomes By the end of this course, you will: Study the maths and financial terms used in financial modelling. Understand the financial markets, financial assets, and market participants. Sort various financial model types according to their criteria Learn about sensitivity analysis in financial modelling Possess the ability to use tools to analyse multiple independent variables Use the valuation approach to determine your company’s or an asset’s fair market value Assessment and Certification At the end of the course, you will be required to sit for an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39. Eligibility Requirements There are no special requirements to join this course. Anyone with an interest in yoga or mindfulness can enrol. You just need an open mind and the desire to learn. Career Path This Financial Modelling Course will give you an in-depth understanding of the subject. On successful completion, you will have the skills, confidence and practical knowledge to fast-track a successful career in relevant sectors. Professions in this field include: Market Analyst Finance Administrator Finance Manager Finance Advisor Accountant (Learn more about this online course)
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Overview This comprehensive course on Investment Analyst will deepen your understanding on this topic. After successful completion of this course you can acquire the required skills in this sector. This Investment Analyst comes with accredited certification from CPD, which will enhance your CV and make you worthy in the job market. So enrol in this course today to fast track your career ladder. How will I get my certificate? You may have to take a quiz or a written test online during or after the course. After successfully completing the course, you will be eligible for the certificate. Who is This course for? There is no experience or previous qualifications required for enrolment on this Investment Analyst. It is available to all students, of all academic backgrounds. Requirements Our Investment Analyst is fully compatible with PC's, Mac's, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible with tablets and smartphones so you can access your course on Wi-Fi, 3G or 4G. There is no time limit for completing this course, it can be studied in your own time at your own pace. Career Path Learning this new skill will help you to advance in your career. It will diversify your job options and help you develop new techniques to keep up with the fast-changing world. This skillset will help you to- Open doors of opportunities Increase your adaptability Keep you relevant Boost confidence And much more! Course Curriculum 11 sections • 11 lectures • 03:35:00 total length •Introduction to Financial Investigator: 00:21:00 •Introduction to Financial Investigation: 00:12:00 •Valuation Methods in Investment Banking: 00:29:00 •Leveraged Buyout (LBO): 00:21:00 •Initial Public Offering (IPO): 00:28:00 •Merger and Acquisition: 00:15:00 •Characteristics of Financial Crimes: 00:20:00 •Categories of Financial Crimes: 00:20:00 •Financial Crime Response Plan: 00:18:00 •Collecting, Preserving and Gathering Evidence: 00:13:00 •Laws against Financial Fraud: 00:18:00
This Online Course intends for participants to understand, starting from scratch, the typical accounting-financial information offered by public or private entities. It is about being able to interpret the balance sheets and income statements. It is not an accounting course, it is an online course that aims to offer enough knowledge to perform a critical reading of the financial statements of an entity. Understanding finance has become absolutely essential for all managers, especially non-finance managers. The increased demand on companies to perform means that non-finance managers need to have a firm grasp on all financial matters. Finance for Non-Finance online course provides a comprehensive insight into finance for non-finance managers, providing them with the key financial tools to be able to analyze, optimize and significantly improve the financial status of their department and company. From how to interpret financial statements and reports, to learning how to manage working capital and perform a costing and performance analysis, as a result, this course covers everything non-finance managers need to know about finance. Video Review Finance for Non-Finance Managers: The P&L, Balance Sheet & Cash Flow You Will Learn: Financial terminology and interpreting financial reports Cost accounting and how to perform a cost analysis The science of managing working capital Various financial formulas and how to use and interpret them How to measure financial performance using KPIs Benefits of Taking This Course: You will vastly improve the financial efficacy of your department and company You will be able to interpret and optimize financial statements and reports Learn how to save money and improve cash flow You will be able to manage working capital and perform an advanced costing analysis You will be able to perform a full financial evaluation to gauge performance Course Modules/Lessons: Module 01: Introduction to Finance Module 02: Cost Accounting Module 03: Managing Working Capital Module 04: Measuring Financial Performance