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Pension, Mortgage Advising & Financial Analysis Course

Pension, Mortgage Advising & Financial Analysis Course

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • 42 hours

  • All levels

Description

Picture this, a time when financial literacy was a luxury reserved for the wealthy. A time when the average person had to rely on the whims of moneylenders and banks to secure their financial future. Fast forward to the present day, and the landscape has changed dramatically. Financial literacy is no longer a luxury but a necessity, one that can empower individuals to take control of their financial futures.

This is where the Pension, Mortgage Advising & Financial Analysis Bundle comes in. A comprehensive program that combines three QLS-endorsed courses to provide you with the knowledge and skills you need to navigate the complex world of finance. With this bundle, you will receive three hardcopy certificates, proudly showcasing your newfound expertise to the world.

The 3 QLS-endorsed courses in this bundle cover pensions, mortgage advising, and financial analysis, providing a comprehensive look at the financial landscape. With these courses, you will receive 3 hardcopy certificates, demonstrating your expertise and commitment to your education.

Moreover, the bundle also includes five CPD-QS Accredited courses that are relevant to the field of finance. These courses include Cost, Revenue & Tax, Insurance Agent Training, Introduction to VAT, Financial Investigator, and Investment. With these courses, you will be able to expand your knowledge even further and increase your chances of success in the world of finance.

So why should people in the UK learn about finance? The answer is simple. Financial literacy is a valuable skill that can help you achieve financial independence and stability. According to recent studies, individuals with a higher level of financial literacy are more likely to have a higher net worth and are less likely to experience financial difficulties. By completing the Pension, Mortgage Advising & Financial Analysis Bundle, you will be taking a big step towards financial freedom and security.

QLS Endorsed Courses:

  • Course 01:Certificate in Pension at QLS Level 3

  • Course 02:Diploma in Mortgage Advisor at QLS Level 4

  • Course 03:Diploma in Financial Analysis at QLS level 4

CPD QS Accredited Courses:

  • Course 04: Cost, Revenue & Tax

  • Course 05: Insurance Agent Training

  • Course 06: Introduction to VAT

  • Course 07: Financial Investigator

  • Course 08: Investment

Take your career to the next level with our bundle that includes not only technical courses but also five guided courses focused on personal development and career growth.

  • Course 09: Leadership and Management Course

  • Course 10: Career Development and Passion

  • Course 11: Professional CV Writing

  • Course 12: Boost Your Confidence and Self-Esteem

  • Course 13: Public Speaking: Confident Delivery Skills

Learning Outcomes

  • Understanding the fundamentals of pensions and their importance in retirement planning

  • Knowledge of mortgage advising, including the latest industry regulations and standards

  • Skilled in financial analysis, including cost, revenue, and tax analysis

  • Ability to provide insurance advice and recommendations to clients

  • Understanding of VAT and its impact on financial planning

  • Knowledge of financial investigation techniques and practices

  • Expertise in investment, including stocks, bonds, and other financial instruments

Pension: In this course, you will gain a comprehensive understanding of pensions, including the different types of pensions available, the importance of pension planning, and the regulations and standards governing the industry.

Mortgage Advisor: In this course, you will learn the ins and outs of mortgage advising, including the latest regulations and standards, how to assess a client's financial situation, and how to provide expert advice and recommendations.

Financial Analysis: This course covers the basics of financial analysis, including cost, revenue, and tax analysis, as well as an introduction to investment and financial investigation techniques.

Certification
Learners will qualify for the highly sought-after QLS Endorsed Certificate after successfully passing the assessment at the conclusion of each endorsed course.
The Quality Licence Scheme is a credible and renowned endorsement that marks high qualityand excellence in the UK. It is well accepted and sought after by industry experts and recruiters.
Learners who purchase this bundle will receive Three Hardcopy QLS Certificates at their door!

CPD

30 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?
  • Individuals looking to start a career in finance or expand their existing expertise

  • Financial advisors, insurance agents, and other professionals seeking to upgrade their skills

  • Retirees looking to understand their pensions and retirement planning options better

  • Anyone looking to gain a comprehensive understanding of the financial landscape

Career path
  • Mortgage Advisor - £30,000 - £60,000

  • Financial Advisor - £30,000 - £70,000

  • Investment Banker - £50,000 - £150,000

  • Financial Analyst - £35,000 - £80,000

  • Insurance Agent - £25,000 - £60,000

Certificates

Certificate of completion

Hard copy certificate - Included

About The Provider

With a team of industry professionals producing and delivering our course content, you can be sure the skills and knowledge you learn apply to your career aspirations in manag...

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