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Financial Advisor & Personal Cash Flow - QLS Endorsed Training

Financial Advisor & Personal Cash Flow - QLS Endorsed Training

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • All levels

Description

Are you tired of living paycheck to paycheck? Do you want to take control of your finances and plan for a better future? Look no further than our Financial Advisor & Personal Cash Flow courses, endorsed by the Quality Licence Scheme.

Our courses provide you with the knowledge and tools to manage your money effectively, create a budget that works for you, and invest wisely for long-term financial stability. Whether you're just starting out on your financial journey or looking to improve your current situation, our expert instructors will guide you every step of the way.

With the Quality Licence Scheme endorsement, you can trust that our courses meet the highest standards of quality and professionalism. Our instructors are experienced financial advisors with a proven track record of helping individuals and families achieve their financial goals.

This bundle is a testament to the high quality of education that can be achieved through QLS-endorsed courses. With two such courses included in this bundle, learners are sure to receive a top-notch education that is both informative and engaging.

Investing in your education is always a wise choice, and with two QLS Endorsed certificates to your name, you can be sure that you're double boosting your resume.

Apart from the QLS courses, the learners will get access to five CPD courses that are in line with the subject matter. These will enhance your overall understanding as well as broaden your knowledge.

This bundle comprises the following courses:

QLS Endorsed Courses:

  • Course 01: Diploma in Finance: Financial Advisor at QLS Level 4

  • Course 02: Diploma in Financial Wellness: Managing Personal Cash Flow at QLS Level 4

CPD QS Accredited Courses:

  • Course 03: Internal audit skills

  • Course 04: Financial Modelling Using Excel

  • Course 05: Financial Reporting

  • Course 06: Financial Management

  • Course 07: AML

Learning Outcomes:

  • Create a comprehensive budget plan for your personal finances

  • Understand different types of investments and evaluate their potential for growth and risk

  • Manage debt effectively and improve your credit score

  • Understand retirement planning and tax strategies

  • Understand the principles of internal auditing and financial reporting

  • Create financial models using Excel

  • Understand anti-money laundering (AML) regulations and how to comply with them

Please Note: Imperial Academy is a One Education approved resale partner for Quality Licence Scheme Endorsed courses.

Our Financial Advisor & Personal Cash Flow - Endorsed Training bundle is designed to equip you with the knowledge and tools to manage your personal finances effectively, create a budget that works for you, and invest wisely for long-term financial stability. The QLS endorsed courses - Financial Advisor and Personal Cash Flow - provide a comprehensive overview of personal finance management, covering investment planning, retirement planning, tax strategies, and estate planning. The five CPD-QS accredited courses cover internal audit skills, financial modelling using Excel, financial reporting, financial management, and AML regulations.

Certificate

The Quality Licence Scheme ensures excellence and quality. These courses' learning outcomes provide the learners with high competence in their line of work as well. So, QLS-endorsed courses deliver not only deep knowledge but also add great value to the resume.

After completing the assessments, learners will be eligible for a prestigious QLS Certificate for each endorsed course in this bundle. Moreover, the certificates will be delivered to their home free of cost!

CPD

180 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?
  • Individuals who want to take control of their personal finances

  • Those looking to start a career in financial planning or financial management

  • Existing financial advisors looking to enhance their skills and knowledge

  • Business owners or managers looking to improve their financial management skills

Career path
  • Financial Advisor - Salary range £20,000 to £80,000

  • Investment Analyst - Salary range £25,000 to £80,000

  • Financial Planner - Salary range £25,000 to £70,000

  • Financial Manager - Salary range £35,000 to £100,000

  • Risk Manager - Salary range £40,000 to £100,000

  • Compliance Officer - Salary range £25,000 to £70,000

Certificates

Certificate of completion

Hard copy certificate - Included

About The Provider

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