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Financial Advisor and Planner Course
By One Education
(1)- 30 Day Money Back Guarantee
- Completion Certificate
- 24/7 Technical Support
Highlights
On-Demand course
3 weeks
All levels
Description
The Financial Advisor and Planner Course is designed for individuals seeking a clear, structured understanding of modern financial advisory principles and planning frameworks. This course explores key areas such as personal finance fundamentals, investment concepts, retirement planning, taxation basics, and ethical advisory approaches. Content is presented in a clear, accessible format, making complex financial topics easier to understand without oversimplification. Learners gain insight into how financial advice is structured, assessed, and communicated within today’s financial services landscape, supporting informed decision-making and professional awareness.
Focused on knowledge development, the Financial Advisor and Planner Course supports learners looking to strengthen financial literacy or broaden advisory understanding for career development. The course is delivered fully online, allowing study from any location using a digital device. Structured modules guide learners through financial planning concepts step by step, supported by assessments designed to reinforce learning outcomes. On completion, learners gain a solid academic-style foundation in financial advising and planning, supporting personal development and enhancing CV value across finance-related roles.
Courses you'll get-
Course 01: Financial Advisor
Course 02: Business Law & Commercial Law
Financial Advisor at QLS Level 4 course is endorsed by The Quality Licence Scheme & Accredited by CPDQS (with 250 CPD points) to make your skill development & career progression more accessible than ever!
Learning Outcome
Upon completion of this Financial Advisor course, you will be able to -
Understand what finance is
Know the essential skills needed to become a financial advisor
Make personal financial statements
Properly manage and assess financial risks
Use Google Analytics in financial planning
Discover the full scope of the business organisations' legal requirements
Key Highlights for Dog First Aid Course:
Quality Licence Scheme Endorsed
Unlimited Retake Exam & Tutor Support
Easy Accessibility to the Course Materials
100% Learning Satisfaction Guarantee
Lifetime Access & 24/7 Support
Self-paced course modules
Curriculum Breakdown:
Course 01: 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
Course 02: Business Law & Commercial Law
Module 01: Introduction to Commercial law
Module 02: Business Organisations
Module 03: International Trade: the Theory, the Institutions, and the Law
Module 04: Sales of Goods Law
Module 05: Consumer Law and Protection
Module 06: E-Commerce Law
Module 07: Competition Law
Method of Assessment
MCQ Based
Passing Marks 60%
Instant Assessment and Feedback
Who is this course for?
Professionals looking to start or advance their career in finance
Entrepreneurs seeking to better manage their personal finances
Individuals looking to gain a comprehensive understanding of financial planning and management
Anyone interested in building wealth and securing their financial future
Requirements
This Financial Advisor course is open to all, with no formal entry requirements.
Career path
This Financial Advisor course will help you in exploring the following career pathways -
Financial Advisor (£36,000-£80,000)
Investment Analyst (£30,000-£55,000)
Wealth Manager (£40,000-£100,000)
Financial Planner (£35,000-£75,000)
Risk Analyst (£35,000-£65,000)
Insurance Underwriter (£20,000-£50,000)
Certificates
Certificate of completion
Digital certificate - £9
Certificate of completion
Hard copy certificate - £89
QLS Endorsed Certificate
Hardcopy of this certificate of achievement endorsed by the Quality Licence Scheme can be ordered and received straight to your home by post, by paying -
Within the UK: £89
International: £89+ £10 (postal charge) = £99
CPD Certification Service Accredited Certification
Hardcopy Certificate (within the UK): £15
Hardcopy Certificate (international): £15 + £10 (postal charge) = £25
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