Booking options
£25
£25
On-Demand course
3 hours 40 minutes
All levels
Register on the Financial Specialist today and build the experience, skills and knowledge you need to enhance your development and work towards your dream job. Study this course through online learning and take the first steps towards a long-term career.
The course consists of a number of easy to digest, in-depth modules, designed to provide you with a detailed, expert level of knowledge. Learn through a mixture of instructional video lessons and online study materials.
Receive online tutor support as you study the course, to ensure you are supported every step of the way. Get a digital certificate as proof of your course completion.
The Financial Specialist course is incredibly great value and allows you to study at your own pace. Access the course modules from any internet-enabled device, including computers, tablet, and smartphones.
The course is designed to increase your employability and equip you with everything you need to be a success. Enrol on the now and start learning instantly!
Earn a digital Certificate upon successful completion.
Accessible, informative modules taught by expert instructors
Study in your own time, at your own pace, through your computer tablet or mobile device
Benefit from instant feedback through mock exams and multiple-choice assessments
Get 24/7 help or advice from our email and live chat teams
Full Tutor Support on Weekdays
The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.
You are taught through a combination of-
Video lessons
Online study supplies
Assignment
CPD Certificate of Achievement from Janets
Upon successful completion of the course, you will be able to obtain your course completion e-certificate free of cost. Print copy by post is also available at an additional cost of £9.99 and PDF Certificate at £4.99.
To verify your enhanced skills in the subject, we recommend that you also complete the assignment questions. These can be completed at any time which is convenient for yourself and will be assessed by our in-house specialised tutors. Full feedback will then be given on your current performance, along with any further advice or support.
The course is ideal for those who already work in this sector or are an aspiring expert. This course is designed to enhance your expertise and boost your CV. Learn key skills and gain a lesson to prove your newly-acquired knowledge.
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 - Financial Specialist | 00:00:00 |
Are there any prerequisites for taking the course?
There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course.
Can I access the course at any time, or is there a set schedule?
You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience.
How long will I have access to the course?
For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime.
Is there a certificate of completion provided after completing the course?
Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks.
Can I switch courses or get a refund if I'm not satisfied with the course?
We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase.
How do I track my progress in the course?
Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course.
What if I have technical issues or difficulties with the course?
If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.