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Financial Advisor and Planner Course

By One Education

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Highlights

On-Demand course
3 weeks
All levels

Description

The Financial Advisor and Planner Course focuses on the core knowledge required to understand personal finance, investment planning, and long-term financial decision-making. Key areas include financial markets, risk awareness, retirement planning, taxation fundamentals, and client-focused financial strategies. Clear explanations support learners in developing a strong theoretical understanding of how financial advice is structured within the UK market, making complex financial concepts easier to grasp and apply in professional contexts.

Designed for flexible online study, the Financial Advisor and Planner Course suits individuals seeking to strengthen financial awareness for advisory, planning, or analytical roles. Structured learning materials guide progress through essential principles of financial planning, portfolio considerations, and ethical advisory approaches, all delivered in an accessible digital format. This course supports career development by building confidence in financial terminology, planning frameworks, and advisory processes, adding measurable value to professional profiles and CVs across finance-related sectors.

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

CPD

120 CPD hours / points Accredited by The CPD Certification Service

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 -