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.
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Level 3 - Diploma 
59 Students 
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The Financial Advisory Diploma provides a comprehensive introduction to Financial Advisory, covering essential principles of Financial Planning, budgeting, money management and Financial Analysis. Learners develop practical knowledge of Personal Finance, financial statements and essential skills required to support clients with informed financial decisions.
This course explores Wealth Management, Investment Planning, Investment Advice and Risk Management, helping learners understand how to assess financial risks and develop effective strategies. It also covers Retirement Planning, divorce planning, personal financial statements and the fundamentals of client-focused financial decision-making.
Designed for aspiring and developing financial professionals, the Financial Advisory Diploma strengthens practical Client Advisory skills alongside core finance knowledge. Learners gain insight into budgets, accounting, balance sheets, assets, stocks and modern tools such as Google Analytics, supporting effective financial planning and advisory practice.
After completing the Financial Advisory Diploma course assessment, you will be eligible to receive a CPD-accredited certificate worth £9 from One Education to demonstrate your achievement.
The certificate is also available as a printed hard copy delivered by post for £15.
Financial Advisory skills are essential for helping clients make informed decisions about their financial goals and long-term security. This diploma helps learners explore Financial Planning, Investment Advice, Wealth Management, Investment Planning, Risk Management, Financial Analysis, Retirement Planning, Personal Finance, and Client Advisory.
Studying financial advisory can strengthen practical skills for analysing financial needs and developing suitable strategies. Learners can explore investment planning, assess financial risks, understand wealth and retirement planning, analyse financial information, and build confidence supporting clients with informed Personal Finance and Financial Advisory decisions.
The Financial Advisory Diploma has a total study time of 13 hours, 23 minutes. Learners can progress through the programme at a flexible pace, developing practical skills in Financial Advisory, Financial Planning, Investment Advice, Wealth Management, Investment Planning, Risk Management, Financial Analysis, Retirement Planning, Personal Finance, and Client Advisory.
The Financial Advisory Diploma has no formal entry requirements, making it suitable for beginners and aspiring financial professionals. An interest in financial advisory, financial planning, investment advice, wealth management, investment planning, risk management, financial analysis, retirement planning, personal finance, and client advisory is beneficial. Good English, basic numeracy and computer skills, and reliable internet access are recommended for effective online learning.
What is the Financial Advisory Diploma?
The Financial Advisory Diploma provides practical knowledge of financial advice, planning, investment, and wealth management. It covers Financial Advisory, Financial Planning, Investment Advice, Wealth Management, Investment Planning, Risk Management, Financial Analysis, Retirement Planning, Personal Finance, and Client Advisory.
Who is the Financial Advisory Diploma suitable for?
The diploma is suitable for aspiring financial advisors, finance professionals, accounting and business learners, investment enthusiasts, financial administrators, and anyone who wants to develop knowledge of Financial Planning, Investment Advice, Wealth Management, and Personal Finance.
What will I learn from this Financial Advisory course?
You will explore Module 01: Introduction to Finance, Module 02: Essential Skill for Financial Advisor, and Module 03: Financial Planning, followed by further topics covering financial advisory principles, investment, and client-focused financial planning.
What is Financial Advisory?
Financial Advisory involves helping clients understand their financial circumstances and consider suitable strategies for their financial goals. It can cover areas such as investments, retirement, personal finances, risk, and long-term Financial Planning.
What are Investment Advice and Wealth Management?
Investment Advice involves assessing financial objectives and discussing potential investment approaches, while Wealth Management takes a broader approach to managing financial assets and long-term financial goals. Both require careful consideration of Risk Management and individual circumstances.
What are the benefits of studying the Financial Advisory Diploma?
The diploma can strengthen your knowledge of Financial Advisory, Financial Planning, Investment Advice, Wealth Management, Investment Planning, Risk Management, Financial Analysis, Retirement Planning, Personal Finance, and Client Advisory, providing a useful foundation for further study in financial planning and advisory services.
| 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 | ||
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