Finance: Financial Advisor

Finance: Financial Advisor

Overview of Financial Advisor Course

The Financial Advisor Course is the best way for you to gain deep insight and knowledge of this topic. You will learn from industry experts and obtain a certificate after completing the course. Enrol now for a limited-time discounted price.

Like all the courses of One Education, this course is designed with the utmost attention and thorough research. All the topics are broken down into easy to understand bite-sized modules that help our learners to understand each lesson very easily.

We don’t just provide courses at One Education; we provide a rich learning experience. After purchasing a course from One Education, you get complete 1-year access with tutor support.

After completing the Financial Advisor Course, you will instantly get an e-certificate that will help you get jobs in the relevant field and will enrich your CV.

If you want to learn about this topic and achieve certifications, you should consider this Financial Advisor Course from One Education.

We are very upfront and clear about all the costs of the course. 

Certificate of Achievement

Endorsed Certificate of Achievement from the Quality Licence Scheme

After successfully completing the Financial Advisor Course, learners will be able to order an endorsed certificate as proof of their new achievement. Endorsed certificates can be ordered and get delivered to your home by post for only £89. There is an additional £10 postage charge for international students.

CPD Certification from One Education

After successfully completing the assessment of this course, you will qualify for the CPD Certificate from One Education as proof of your continued professional development. Certification is available in PDF format, at the cost of £9, or a hard copy can be sent to you via post, at the cost of £15. 

Endorsement

This course has been endorsed by the Quality Licence Scheme for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. One Education will be able to advise you on any further recognition, for example, progression routes into further and/or higher education. For further information, please visit the Learner FAQs on the Quality Licence Scheme website.

Method of Assessment

To assess your learning, you have to complete the assignment questions provided at the end of the course. You have to score at least 60% to pass the exam and to qualify for Quality Licence Scheme endorsed, and CPD accredited certificates. 

After submitting the assignment, our expert tutor will assess your assignment and will give you feedback on your performance.

After passing the assignment exam, you will be able to apply for a certificate.

Why study this Financial Advisor Course?

Whether you’re an existing practitioner or aspiring professional, this course will enhance your expertise and boost your CV with key skills and an entrusted competence attesting to your knowledge.

The Financial Advisor Course is open to all, with no formal entry requirements. All you need is a passion for learning, a good understanding of the English language, numeracy and IT, and to be over the age of 16.

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
Recommended Materials
Recommended Readings – Finance: Financial Advisor 3 days
Assignment
Assignment – Finance: Financial Advisor 2 weeks, 3 days
Order Your Certificate
Order Your Certificate QLS 00:00:00
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