Financial Advisory Diploma
Taking on a financial advisor position opens up a world of possibilities not found in many other professions! Acquire the knowledge and skills to work seamlessly in this booming sector.
Financial Advisory Diploma
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1 Year Access 
Level 3 - Diploma
57 Students -
13 hours, 23 minutes
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Learning Outcome
- Acquire a clear concept about finance
- Learn the financial planner
- Become master in financial planning who will always follow the ethics and principles of financial planner
- Prepare your own investment portfolio through considering your long-term financial goals
Description
Take your existing knowledge to the next level with the Financial Advisory Diploma course and master the skills that you need to know for in the field of financial advice.
A financial advisor is a person who provides financial guidance to clients based on their needs and goals. Therefore the demand for a skilled financial advisor is very high for both individuals and companies. The course focuses on the issues that you need to handle while providing financial advice.
Throughout the course, you will learn how to give the right financial advice to your clients. The course helps you to understand the goals and budgets of your clients. Based on that, you will able to give proper financial advice. The course also discusses investment management, income tax preparation and estate planning. Shortly, you will understand the procedures for giving the right financial advice to your customers.
Course design
The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.
You are taught through a combination of
- Video lessons
- Online study materials
- Mock exams
- Multiple-choice assessment
How is the course assessed?
To successfully complete the course you must pass an automated, multiple-choice assessment. The assessment is delivered through our online learning platform. You will receive the results of your assessment immediately upon completion.
Will I receive a certificate of completion?
Upon successful completion, you will qualify for the UK and internationally-recognised certificate and you can choose to make your achievement formal by obtaining your PDF Certificate at a cost of £19.
Why study this 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 accredited qualification attesting to your knowledge.
The Financial Advisory Diploma 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
| Financial Advisory Diploma - Updated Version | |||
| 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 | ||
| Financial Advisory Diploma - Old Version | |||
| Finance | |||
| Financing Basics | 01:00:00 | ||
| Record Your Income | 01:00:00 | ||
| Countdown & Adjust | 01:00:00 | ||
| Review Regularly | 01:00:00 | ||
| Budgets and Money Management | |||
| Finance Jeopardy | 00:15:00 | ||
| The Fundamentals of Finance | 00:15:00 | ||
| The Basics of Budgeting | 00:15:00 | ||
| Parts of a Budget | 00:15:00 | ||
| The Budgeting Process | 00:30:00 | ||
| Budgeting Tips and Tricks | 00:15:00 | ||
| Monitoring and Managing Budgets | 00:15:00 | ||
| Crunching the Numbers | 00:15:00 | ||
| Getting Your Budget Approved | 00:15:00 | ||
| Comparing Investment Opportunities | 00:15:00 | ||
| ISO 9001:2008 | 00:15:00 | ||
| Directing the Peerless Data Corporation | 00:30:00 | ||
| Financial Accounting | |||
| Chris Moore – Accounting | 00:01:00 | ||
| Chris Moore – 1. Introduction | 00:03:00 | ||
| Chris Moore – 2. First Transactions | 00:05:00 | ||
| Chris Moore – 3. T Accounts introduction | 00:03:00 | ||
| Chris Moore – 4. T-Accounts conclusion | 00:03:00 | ||
| Chris Moore – 5. Trial Balance | 00:02:00 | ||
| Chris Moore – 6. Income Statement | 00:03:00 | ||
| Chris Moore – 7. Balance Sheet | 00:03:00 | ||
| Balance Sheet | |||
| Chris Moore – 8. Balance Sheet Variations | 00:03:00 | ||
| Chris Moore – 9. Accounts in practise | 00:05:00 | ||
| Chris Moore – 10. Balance Sheets what are they | 00:05:00 | ||
| Chris Moore – 11. Balance Sheet Level 2 | 00:03:00 | ||
| Chris Moore – 12. Income Statement Introduction | 00:06:00 | ||
| Chris Moore – 13. Are they Expenses, or Assets | 00:03:00 | ||
| Chris Moore – 14. Accounting Jargon | 00:02:00 | ||
| Assets and Stocks | |||
| Chris Moore – 15. Accruals Accounting is Fundemental | 00:03:00 | ||
| Chris Moore – 16. Trial Balance 3 days ago More | 00:04:00 | ||
| Chris Moore – 17. Fixed Assets and how it is shown in the Income Statement | 00:03:00 | ||
| Chris Moore – 18. Stock movements and how this affects the financials | 00:03:00 | ||
| Chris Moore – 19. Accounts Receivable | 00:03:00 | ||
| Chris Moore – 20. How to calculate the Return on Capital Employed | 00:05:00 | ||
| Chris Moore – 21. Transfer Pricing – International Rules | 00:02:00 | ||
| Make a List of Expenses First and Put Them in Categories | 01:00:00 | ||
| Assessment | |||
| Assignment – Financial Advisory Diploma | 00:00:00 | ||
Important Links
With a team of industry professionals producing and delivering our course content, you can be sure the skills and knowledge you learn are applicable to your career aspirations, whether that’s in management, administration or beyond.
