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Introduction:

Explore the skills and strategies for becoming a professional financial consultant or advisor with the Financial Consultant Training course.

A financial advisor works with individuals or companies and suggests them to plan their financial features. A financial consultant provides guidance about taxes, investments and insurance decisions.  The course will familiarize you with the roles and responsibilities of a financial advisor.

Description:

In the course, you will learn how to work as a financial advisor. You will learn the various financial areas and how to handle the customers’ issues regarding those areas. The career guide or the ways of starting your own business in financial consultancy will also be discussed in the course. Shortly, the course helps you to take your existing knowledge to the next level in the wide range of key financial areas.

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 Consultant Training 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
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
Module : 02
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
Module : 03
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

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