Course Overview

Learn to assess and assist others with monetary management problems by taking our comprehensive Financial Advisor course. Everybody’s quality of life depends on some level of financial planning, and bad decisions can have severe consequences. With our help, you can become skilled in navigating the complex world of wealth management and provide grateful clients with a secure future and a sustainable present. Written with the help of industry experts, the contents of the course will give you the ability to understand and guide someone towards profitable investments and earnings. You will be taught how to confidently assess financial risks and provide in-depth analysis for their hard-earned cash. Each online module contains hints and tips to traverse the most sensitive personal money issues and ensure your clients have plenty to smile about in years to come.

Key Topics to Be Covered

• Essentials skills for a financial advisor
• Financial planning techniques and the ethics involved
• Risk assessment and wealth management
• Investment strategies and partnership policies
• Platform analytics for precise and measured advice

Learning Outcomes

• Instant access to verified marketing techniques and financial strategies
• Full participation in money management exercises
• Quick assessment and guidance for all assignments
• Freedom to study in any location and at a pace that suits you
• Expert support from dedicated tutors committed to online learning

Your Path to Success

By completing the training contained within the Financial Advisor course, you will gain the ability to understand and operate within a dynamic financial market. This can provide the first and most significant steps for starting a personal advisory business or gaining the skills to work in accountancy within a high-performing organisation.

Is This Course Right for You?

This course is designed to provide a valuable introduction to financial planning and advisory services. It provides an excellent way to gain the knowledge to excel in accounting or project planning within a structured organisation or start a personal advisory service. Full-time and part-time learners are equally supported, with study periods being entirely customisable to your needs.

Certificate of Achievement

Endorsed Certificate of Achievement by the  

An endorsed certificate will be issued for the learners as proof of their achievement after the completion of this course.

After successful course completion, learners will be able to order an endorsed certificate as proof of their new achievement. Only for £99 you can order and get endorsed certificates delivered to your home. International students have to pay an extra £10 as a postage charge.

CPDQS Certification from MDT Skills Academy

The learners have to successfully complete the assessment of this course to achieve the CPDQS certificate. Digital certificates can be ordered for only £10. The learner can purchase printed hard copies inside the UK for £29, and international students can purchase printed hard copies for £39.

Endorsement

This course has been endorsed by the for its high-quality, non-regulated provision and training programmes. This course is not regulated by Ofqual and is not an accredited qualification. Academy for Health & Fitness will be able to advise you on any further recognition, for example, progression routes into further and/or higher education. For further information please visit the Learner FAQs on the website.

Assessment Method

You have to complete the assignment questions given at the end of the course and score a minimum of 60% to pass the exam and to achieve endorsed certificates.

Our expert trainers will assess your assignment and give you feedback after you submit the assignment.