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Financial Advisory Diploma

Financial Advisory Diploma

527 STUDENTS ENROLLED

    Introduction:

    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.

    Description:

    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.

    While I receive a certificate of completion?

    Upon successful completion, you will qualify for the UK and internationally-recognised professional qualification 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

    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

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    TAKE THIS COURSE
    • £425.00
    • 1 year
    • Number of Units39
    • Number of Quizzes0
    • 9 hours, 43 minutes

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