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This Financial Advisor course will help learners to develop their knowledge of financial planning, advising clients and much more. Whether you want to learn something new or update your skills and add the course to your CV, the course is perfect.

Course Highlights

  • Price: Only £34.00 Was £295.00
  • Course Type: Online Course
  • Duration: 60 hours, recommended hours
  • Syllabus: 11-course modules
  • Tutor Support: Full tutor support included
  • Exams: Yes, exam fees are included.
  • Start learning: you can start your online learning 24/7 and study towards your goals.

Fine Print

  • Qualification: Level 3 CPD Award
  • Certificate: PDF Certificate included with course, optional Hard Copies £9.99.
  • Access: Unlimited 24/7 access for 12 months, option to extend if needed.
  • Compatibility: Desktop, Mac, Laptop, Tablets, Smartphone and Smart Devices

With over 60 hours of learning split across 11 easily accessible modules, the course has been designed to provide learners with an enjoyable and informative learning experience. The Financial Advisor course is studied online, meaning you can study in your own time, at your own pace, on your own schedule. Study whenever it suits you best, day or night. You’ll have access to the course 24 hours a day, 7 days a week for 12 months.

What’s more, the course is CPD accredited, therefore upon successful completion of the course learners will be awarded the certificate of completion, ensuring that the course will be recognised by employers and institutions.

Course Syllabus

The Financial Advisor course is split into the following modules:

  • Introduction to Financial Advisory
  • Financial Planning
  • Financial Personality
  • The Wealth Framework
  • Value of Advice
  • Investment Rules
  • Options for Investing
  • Savings and Investments
  • Minimising taxation
  • Tax Planning
  • Final Assessment

Certificate

The Level 3 Award Financial Advisor course has been independently accredited and certified by The CPD Certification Service.

On successful completion of this course learners will be awarded:

  • Level 3 CPD Award in Financial Advisor

cpd

The certificate will show your grade classification awarded and provide proof of your achievements for you to take to any prospective employers or part of your portfolio of evidence.

The certificate will be produced in PDF format, optional hard copies of the certificate will be available for an additional fee of £9.99.

Entry Requirements

There are no entry requirements or pre-prerequisite for our Financial Advisor course.

Assessment

To assess the learners' ability and knowledge to effectively understand the topics contained within the Financial Advisor course, the course features a number of end of module interactive quiz questions.

Additionally, at the end of the course, learners will also take an online multiple choice assessment test. This online multiple choice test is marked automatically so you will receive an instant grade and know whether you have passed the course.

Tutor Support

When you are studying a course it is always useful to know that you have the help and support of tutors that want you to succeed in your studies.

As part of the Financial Advisor course, you will receive access to our dedicated tutor support service. The academic tutors will be able to provide you with unlimited online email support to help answer any questions that you may have whilst you are studying the course.

Course Format

This course is delivered online through eLearning. Learners of the course will receive instant access to our interactive student learning portal, which offers 24/7 access to the Financial Advisor course.

Course Duration

The online Financial Advisor course requires 60 hours to complete the course in full. This is only a guide to the learning hours required and it depends on how quickly an individual can absorb the information. The learning is online so it can be spread out over multiple sessions or done in one session.

Learners will have access to this course for up to 12 months from the date of joining. There is no time limit to complete the course during this period.

Program taught in:
  • English

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Last updated January 22, 2019
This course is Online
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