Booking options
£105
£105
On-Demand course
4 hours
All levels
Turn your skills into a competitive advantage that is recognised globally and endorsed for quality by QLS, the UK's most reputable high-quality course auditor.
Become competent at growing and preserving wealth! Learn how to analyse a client's income, create a budget, and plan how and where to invest the client's funds to meet various objectives. Discover how to manage one's finances, from current budgeting to future tax savings, including real estate purchases, loans, and retirement plans. Enrol now to become an expert in recommending products and strategies to help your clients achieve their financial objectives!
This premium QLS endorsed Finance: Financial Advisor course comes with intensive study modules, dedicated tutor assistance, customer support, flexible learning opportunity and a globally recognised certification all-together. Thus, successful completion of our Finance: Financial Advisor course will give you limitless opportunities anywhere and everywhere, since the value of QLS endorsed courses are quite high, to say the least!!
What's more, the quality of our first-class course is uncompromising for both you and us. You will be taught the richest of materials from this exquisite Finance: Financial Advisor course, enabling you to open up a vast world of opportunities for you to grasp and gain success from. For the price point, this course is actually an absolute steal! It's an investment you absolutely do not want to miss out on!
So, why delay any longer? Benefit your career progression by joining us today and distinguish yourself as, unquestionably, the most skilled one in your workplace!
Why Learn with us:
We, as one of the leading eLearning service providers across the globe, strive to provide all our learners with the best eLearning experience possible that can make a real difference in their career progression.
Our Service for the Finance: Financial Advisor Includes:
Intensive Study Notes
Tutor Support
Customer Support
Assignment Help
QLS Endorsed Certificate
24/7 Learning Portal Access
Widely Compatible Study Materials
Course Curriculum of Finance: Financial Advisor
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
Assessment & Certification
Learners must submit a comprehensive summerised assignment on all the units that will be assessed by our expert tutor if all the learning outcomes are met as per the standard set by QLS. After the quality check, learner will be provided with the Finance: Financial Advisor certificate.
Endorsed Certificate of Achievement from the Quality Licence Scheme
An endorsed certificate will be issued to learners at the end of the course as recognition of course completion. Provided that learner completes all the assessment of a course can claim for certificate.
Endorsement:
QLS endorsed this certified course as a highly qualified, non-regulated provision and training programme. There will be a trainer to answer all your questions including your progression routes into further higher education. It is a non-accredited course.
10 CPD hours / points Accredited by CPD Quality Standards
Our course is open for everyone. This Finance: Financial Advisor is ideal for those who aspire to gain in-depth knowledge & efficient skill to embark into the relevant sector as a promising potential.
There are no formal requirements needed for this Finance: Financial Advisor course. So learners do not require any prior qualifications to enrol in this course.