Description

The 'CPD Certified Financial Advisor Training' course provides comprehensive training to individuals aspiring to become financial advisors. It covers essential finance concepts, skills, financial planning, wealth management, personal financial statements, risk management, investment planning, divorce planning, and the use of Google Analytics for financial advisors.

Learning Outcomes:

Understand the fundamentals of finance and the role of a financial advisor.

Develop essential skills required for effective financial advising.

Learn the principles and techniques of financial planning for individuals and businesses.

Gain expertise in wealth management and creating personal financial statements for clients.

Learn to assess and manage financial risks for clients' investments and portfolios.

Master investment planning strategies and asset allocation techniques.

Acquire knowledge of divorce planning and financial considerations during divorce proceedings.

Learn to utilize Google Analytics as a financial advisor for data analysis and decision-making.

What skills you will gain:

A detailed understanding of the intricacies of finance.

Maestro of the fundamental financial advisory skill sets.

A solid perspective of financial planning.

Thorough knowledge of wealth management.

Proficiency in making personal financial statements.

Familiarity with financial risk assessment and management.

A firm understanding of investment planning.

Adequate comprehension of how to use Google Analytics.

Why buy this CPD Certified Financial Advisor Training?

Unlimited access to the course for forever

Digital Certificate, Transcript, student ID all included in the price

Absolutely no hidden fees

Directly receive CPD accredited qualifications after course completion

Receive one to one assistance on every weekday from professionals

Immediately receive the PDF certificate after passing

Receive the original copies of your certificate and transcript on the next working day

Easily learn the skills and knowledge from the comfort of your home

Certification

After studying the course materials of the CPD Certified Financial Advisor Training there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £5.99. Original Hard Copy certificates need to be ordered at an additional cost of £9.60.

Who is this course for?

This Financial Advisor training is suitable for -

Students

Recent graduates

Job Seekers

Anyone interested in financial advising

Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise.

Prerequisites

To participate in this Financial Advisor course, all you need is -

A smart device

A secure internet connection

And a keen interest in financial advising.

Career path

This Financial Advisor course will assist you in establishing a solid foundation in the field of finance and several fascinating job possibilities, such as -

Finance Advisor

Finance Analyst

Financial Confiscator

Financial Investigator

In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year.

Course Curriculum

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
Assignment
	Assignment - CPD Certified Financial Advisor Training	00:00:00

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CPD Certified Financial Advisor Training

By Studyhub UK

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