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.

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Financial Advisory Diploma

£29 ex Vat

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*Certification Fee Applicable

1 Year Access
Level 3 - Diploma
56 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 [course_title] 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 [course_title] 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