Booking options
£12
£12
On-Demand course
All levels
If you've ever considered working as a Paraplanner but felt like you lack the knowledge and skills to launch your career, this course might be what you want! The Paraplanner and Financial Management course will allow you to equip yourself with a solid foundation and develop more advanced skills on that foundation. Enrol today to learn all the required knowledge and skills to pursue a rewarding career in the relative industry.
The Paraplanner and Financial Management course is for both beginners and those already working in the field. It covers gradually from basics to advanced concepts of being a successful Paraplanner. Anyone passionate about learning can take this course and develop skills and a portfolio to have a competitive edge in the job market. Also, upon completing our Paraplanner course, you will get a widely respected accreditation and a deeper knowledge of the topic.
Key Benefits
Accredited by CPD
Instant e-certificate
Fully online, interactive course
Self-paced learning and laptop, tablet, smartphone-friendly
24/7 Learning Assistance
Curriculum
Paraplanner
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
Financial Management
Module 01: Introduction to Financial Management
Module 02: Fundamentals of Budgeting
Module 03: The Balance Sheet
Module 04: The Income Statement
Module 05: The Cash Flow Statement
Module 06: Statement of Stockholders' Equity
Module 07: Analysing and Interpreting Financial Statements
Module 08: Inter-Relationship Between all the Financial Statements
Module 09: International Aspects of Financial Management
Course Assessment
You will immediately be given access to a specifically crafted MCQ test upon completing an online module. For each test, the pass mark will be set to 60%.
Certificate
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.
10 CPD hours / points Accredited by CPD Quality Standards
The Paraplanner training is ideal for highly motivated individuals or teams who want to enhance their skills and efficiently skilled employees.
There are no formal entry requirements for the course, with enrollment open to anyone!
Learn the essential skills and knowledge you need to excel in your professional life with the help & guidance from our Paraplanner training.
Certificate of completion
Digital certificate - Included
Certificate of completion
Hard copy certificate - Included
About Us