Booking options
£24.99
£24.99
On-Demand course
3 hours 40 minutes
All levels
Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, you'll educate your clients on investments, taxes, savings accounts, insurance, mortgages, etc. Moreover, the career includes unlimited earning potential.
This Financial Advisor Training course is your first step toward financial advising. Here, you'll discover the must-have skills for financial advisors. The training will take you through the essentials of financial planning and explain how to create effective personal and professional financial statements.
Then, you will learn how to perform a financial risk assessment to identify the specific risks in your business processes and manage those risks. The course will also guide you through the intriguing steps in investment planning and discuss how to help people achieve their financial goals while planning for divorce.
Discover the essential skills for a financial advisor
Learn how to make personal and professional financial statements
Understand what financial risk is and how to assess it
Know the steps for effective investment planning
Find a comprehensive guide to divorce financial planning
Affordable, well-structured and high-quality e-learning study materials
Meticulously crafted engaging and informative tutorial videos and materials
Efficient exam systems for the assessment and instant result
Earn UK & internationally recognised accredited qualification
Easily access the course content on mobile, tablet, or desktop from anywhere, anytime
Excellent career advancement opportunities
Get 24/7 student support via email
Financial Advising
Financial Statement Management
Investment Planning
Financial Planning
Whether you're an existing practitioner or an aspiring professional, this course is an ideal training opportunity. It will elevate your expertise and boost your CV with key skills and a recognised qualification attesting to your knowledge.
This Financial Advisor Training is available to all learners of all academic backgrounds. But learners should be aged 16 or over to undertake the qualification. And a good understanding of the English language, numeracy, and ICT will be helpful.
After completing and passing the Financial Advisor Training successfully, you will be able to obtain a Recognised Certificate of Achievement. Learners can obtain the certificate in hard copy at £14.99 or PDF format at £11.99.
Financial Advisor Training provides essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as:
Financial advisor - Average salary: £40,000 - £73,000 per year
Investment advisor - Average salary: £40,000 - £100,000 per year
Wealth manager - Average salary: £50,000 - £120,000 per year
Financial analyst - Average salary: £30,000 - £60,000 per year
Investment banker - Average salary: £60,000 - £120,000 per year
Financial planner - Average salary: £25,000 - £60,000 per year
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 | ||
Recommended Materials | |||
Recommended Readings - Finance: Financial Advisor | 00:00:00 | ||
Assignment | |||
Assignment - Finance: Financial Advisor | 00:00:00 | ||
Order Your Certificates and Transcript | |||
Order Your Certificates and Transcripts | 00:00:00 |