Booking options
£12
£12
On-Demand course
All levels
This Finance & Investment course is designed for Finance Managers, Finance Analysts, Financial Advisors, Financial Investigators, and Financial Confiscators.
In this course, we will take you through finance & investment, the financial industry, financial concepts, roles and responsibilities of financial advisors, financial planning, its importance, code of ethics, process and objectives. You will also explore wealth management, private wealth management, its concepts, risks, major types of risks, how risks arise, financial risk management, and how to create balance sheets and personal financial statements through this finance & investment course.
Furthermore, there are various skills you need to acquire for finance & investment like SMART objectives, communications skills, various approaches that can be taken, the mindset of a top advisor, and know how to work with Google Analytics, the important metrics it has and its features. To finish off our course, you will get a comprehensive introduction to investment planning, its basic objectives and principles, divorce financial planning, how much a divorce cost, protecting your pension during divorce and how the court will decide a fair divorce settlement.
Learning Outcomes
By the end of the course, learners will be able to:
Gain a thorough understanding of the financial industry and financial concepts
Know the roles and responsibilities and gain the skills required to become a financial advisor
Know how private wealth management is different from wealth management
Learn about financial risks, financial risk management and the process of managing financial risks
Gain in-depth knowledge on financial planning, its importance and objectives
Become familiar with divorce financial planning, how to divide the money and property from splitting divorce costs and settlements
Understand the basic principles of investing and how to build an investment portfolio
Find out about Google Analytics, its features and uses
Key Features of this Course :
Instant e-certificate and hard copy dispatch by next working day
Fully online, interactive course with audio voiceover
Developed by professionals in the field
Self-paced learning and laptop, tablet, smartphone-friendly
24/7 Learning Assistance
Discounts on bulk purchases
*** Additional Gifts ***
Free Life coaching Course
*** (Offer Ends Soon) ***
Course Curriculum
The detailed curriculum outline of our Finance & Investment course is as follows:
***Finance & Investment***
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
Accreditation
All of our courses, including this course, are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.
Certification
Once you've successfully completed your course, you will immediately be sent a digital certificate. Also, you can have your printed certificate delivered by post (shipping cost £3.99). Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.
Assessment
At the end of the course, there will be an online assessment, which you will need to pass to complete the course. Answers are marked instantly and automatically, allowing you to know straight away whether you have passed. If you haven't, there's no limit on the number of times you can take the final exam. All this is included in the one-time fee you paid for the course itself.
Anyone with a knack for learning new skills can take this course. While this comprehensive training is popular for preparing people for job opportunities in the relevant fields, it also helps to advance your career for promotions.
Certificate of completion
Digital certificate - Included
Certificate of completion
Hard copy certificate - Included
You will get the hard copy certificates for Free! The delivery charge of the hard copy certificate inside the UK is £3.99 each.
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