17 Certified Financial Planner (CFP) courses

Be a more effective Financial Crime Investigator. Investigating financial crime is complex and requires a unique set of practical skills. Part of the new ICA Practitioner Series, this highly practical qualification covers: * Investigation frameworks- get equipped with the strategy and tools to complete a financial crime investigation effectively * Information & evidence gathering- develop methods to acquire relevant information from both human & electronic sources * Testimonies, statements, and interviews- understand the processes and procedures involved * Reports- learn how to compile initial, internal, and external reports as well as Suspicious Activity Reports (SARs) * Cyber and open source- understand evidential gathering techniques. This qualification covers the following topics: * Evaluation & initial actions * Stakeholders * Open source & cyber * Investigation skills & analysis * Statements & interviews * Gathering information

The 'CPD Certified Financial Advisor Training' course provides comprehensive training to individuals aspiring to become financial advisors. It covers essential finance concepts, skills, financial planning, wealth management, personal financial statements, risk management, investment planning, divorce planning, and the use of Google Analytics for financial advisors. LEARNING OUTCOMES: 1. Understand the fundamentals of finance and the role of a financial advisor. 2. Develop essential skills required for effective financial advising. 3. Learn the principles and techniques of financial planning for individuals and businesses. 4. Gain expertise in wealth management and creating personal financial statements for clients. 5. Learn to assess and manage financial risks for clients' investments and portfolios. 6. Master investment planning strategies and asset allocation techniques. 7. Acquire knowledge of divorce planning and financial considerations during divorce proceedings. 8. Learn to utilize Google Analytics as a financial advisor for data analysis and decision-making. What skills you will gain: * A detailed understanding of the intricacies of finance. * Maestro of the fundamental financial advisory skill sets. * A solid perspective of financial planning. * Thorough knowledge of wealth management. * Proficiency in making personal financial statements. * Familiarity with financial risk assessment and management. * A firm understanding of investment planning.  * Adequate comprehension of how to use Google Analytics. WHY BUY THIS CPD CERTIFIED FINANCIAL ADVISOR TRAINING? 1. Unlimited access to the course for forever 2. Digital Certificate, Transcript, student ID all included in the price 3. Absolutely no hidden fees 4. Directly receive CPD accredited qualifications after course completion 5. Receive one to one assistance on every weekday from professionals 6. Immediately receive the PDF certificate after passing 7. Receive the original copies of your certificate and transcript on the next working day 8. Easily learn the skills and knowledge from the comfort of your home CERTIFICATION After studying the course materials of the CPD Certified Financial Advisor Training there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £5.99. Original Hard Copy certificates need to be ordered at an additional cost of £9.60. WHO IS THIS COURSE FOR? This Financial Advisor training is suitable for - * Students * Recent graduates * Job Seekers * Anyone interested in financial advising * Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise. PREREQUISITES To participate in this Financial Advisor course, all you need is - * A smart device * A secure internet connection * And a keen interest in financial advising. CAREER PATH This Financial Advisor course will assist you in establishing a solid foundation in the field of finance and several fascinating job possibilities, such as - * Finance Advisor * Finance Analyst * Financial Confiscator  * Financial Investigator In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year. COURSE CURRICULUM 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 Assignment Assignment - CPD Certified Financial Advisor Training 00:00:00

24 Hour Flash Deal **25-in-1 Advanced Financial Planning Diploma Mega Bundle** Advanced Financial Planning Diploma Enrolment Gifts **FREE PDF Certificate**FREE PDF Transcript ** FREE Exam** FREE Student ID ** Lifetime Access **FREE Enrolment Letter ** Take the initial steps toward a successful long-term career by studying the Advanced Financial Planning Diploma package online with Studyhub through our online learning platform. The Advanced Financial Planning Diploma bundle can help you improve your CV, wow potential employers, and differentiate yourself from the mass. This Advanced Financial Planning Diploma course provides complete 360-degree training on Advanced Financial Planning Diploma. You'll get not one, not two, not three, but twenty-five Advanced Financial Planning Diploma courses included in this course. Plus Studyhub's signature Forever Access is given as always, meaning these Advanced Financial Planning Diploma courses are yours for as long as you want them once you enrol in this course This Advanced Financial Planning Diploma Bundle consists the following career oriented courses: * Course 01: Financial Planning * Course 02: Financial Modelling * Course 03: Financial Modeling Course for a Non-Finance Background * Course 04: Understanding Financial Statements and Analysis * Course 05: Accounting Fundamentals Diploma * Course 06: Economics Diploma * Course 07: Fundamentals of Corporate Finance * Course 08: Managing Budget: Financial Statements and Money Management * Course 09: Investment Banking Operations Professional * Course 10: Finance: Financial Risk Management * Course 11: Capital Budgeting & Investment Decision Rules * Course 12: Raise Money and Valuation for Business * Course 13: Corporate Finance: Profitability in a Financial Downturn * Course 14: Finance for Non-finance Managers Certification * Course 15: Accounts Receivable Management: Optimising Financial Processes * Course 16: Efficient Accounts Payable Processing: Streamlining Financial Transactions * Course 17: Credit Control and Compliance Training * Course 18: Demystifying Depreciation Accounting: Financial Insights * Course 19: Mastering Partnership Accounting: Financial Strategies and Reporting * Course 20: Cost Control Process and Management * Course 21: Make Business Plans: Forecasting and Budgeting * Course 22: Actuary Certification: Navigating the Complex World of Risk and Finance * Course 23: Finance Law Fundamentals: Legal Aspects of Financial Transactions * Course 24: Excel: Top 50 Microsoft Excel Formulas in 50 Minutes! * Course 25: Fundamentals of Business Analysis The Advanced Financial Planning Diploma course has been prepared by focusing largely on Advanced Financial Planning Diploma career readiness. It has been designed by our Advanced Financial Planning Diploma specialists in a manner that you will be likely to find yourself head and shoulders above the others. For better learning, one to one assistance will also be provided if it's required by any learners. The Advanced Financial Planning Diploma Bundle is one of the most prestigious training offered at StudyHub and is highly valued by employers for good reason. This Advanced Financial Planning Diploma bundle course has been created with twenty-five premium courses to provide our learners with the best learning experience possible to increase their understanding of their chosen field. This Advanced Financial Planning Diploma Course, like every one of Study Hub's courses, is meticulously developed and well researched. Every one of the topics is divided into Advanced Financial Planning Diploma Elementary modules, allowing our students to grasp each lesson quickly. The Advanced Financial Planning Diploma course is self-paced and can be taken from the comfort of your home, office, or on the go! With our Student ID card you will get discounts on things like music, food, travel and clothes etc. In this exclusive Advanced Financial Planning Diploma bundle, you really hit the jackpot. Here's what you get: * Step by step Advanced Financial Planning Diploma lessons * One to one assistance from Advanced Financial Planning Diplomaprofessionals if you need it * Innovative exams to test your knowledge after the Advanced Financial Planning Diplomacourse * 24/7 customer support should you encounter any hiccups * Top-class learning portal * Unlimited lifetime access to all twenty-five Advanced Financial Planning Diploma courses * Digital Certificate, Transcript and student ID are all included in the price * PDF certificate immediately after passing * Original copies of your Advanced Financial Planning Diploma certificate and transcript on the next working day * Easily learn the Advanced Financial Planning Diploma skills and knowledge you want from the comfort of your home CPD 250 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? This Advanced Financial Planning Diploma training is suitable for - * Students * Recent graduates * Job Seekers * Individuals who are already employed in the relevant sectors and wish to enhance their knowledge and expertise in Advanced Financial Planning Diploma Please Note: Studyhub is a Compliance Central approved resale partner for Quality Licence Scheme Endorsed courses. REQUIREMENTS To participate in this Advanced Financial Planning Diploma course, all you need is - * A smart device * A secure internet connection * And a keen interest in Advanced Financial Planning Diploma CAREER PATH You will be able to kickstart your Advanced Financial Planning Diploma career because this course includes various courses as a bonus. This Advanced Financial Planning Diploma is an excellent opportunity for you to learn multiple skills from the convenience of your own home and explore Advanced Financial Planning Diploma career opportunities. CERTIFICATES CPD ACCREDITED CERTIFICATE Digital certificate - Included * CPD Accredited e-Certificate - Free * CPD Accredited Hardcopy Certificate - Free * Enrolment Letter - Free * Student ID Card - Free

Do you dream of financial independence? Do you wish you understood how businesses navigate economic downturns? If you're among the 20% of UK adults with no savings cushion or grapple with debt, or simply want to optimise your financial future, this Advanced Financial Planning & Financial Modelling Diploma is for you. With this Advanced Financial Planning & Financial Modelling course you will get 20 CPD Accredited PDF Certificates, Hard Copy of Certificate Secure Your Finance by Creating a Robust Financial Plan and our exclusive student ID card absolutely free. Courses Are Included In This Advanced Financial Planning & Financial Modelling Bundle: * Course 01: Advanced Financial Planning & Financial Modelling Diploma * Course 02: Financial Modelling * Course 03: Financial Modeling Using Excel * Course 04: Financial Analysis Course * Course 05: Financial Management * Course 06: Corporate Finance: Profitability in a Financial Downturn * Course 07: Finance: Financial Risk Management * Course 08: Banking and Finance Accounting Statements Financial Analysis * Course 09: Finance and Budgeting Diploma * Course 10: Central Banking Monetary Policy * Course 11: Business Law: Applied Fundamentals * Course 12: Accounting and Finance * Course 13: Accounting & Bookkeeping Masterclass * Course 14: Raise Money and Valuation for Business * Course 15: Business Manager Training Course * Course 16: Strategic Business Management * Course 17: Strategic Marketing & Planning * Course 18: Capital Budgeting & Investment Decision Rules * Course 19: Real Estate Investor Training * Course 20: Internal Compliance Auditor Embarking on Advanced Financial Planning & Financial Modelling is more than just taking an online course; it's an investment in your future. By completing this Advanced Financial Planning & Financial Modelling bundle, you'll not only gain invaluable skills but also open doors to new career opportunities and advancements, boosting your earning potential. Learning Outcomes of Advanced Financial Planning & Financial Modelling Diploma * Craft a personalised financial plan for short- and long-term goals. * Master financial modelling techniques using Excel and advanced tools. * Analyse financial statements and make informed investment decisions. * Implement effective risk management strategies for businesses. * Navigate the legal landscape of business with confidence. * Develop comprehensive marketing and business plans for success. Don't miss this chance to elevate your career and skillset. Enrol in Advanced Financial Planning & Financial Modelling today and take the first step towards achieving your goals and dreams. Why buy this Advanced Financial Planning & Financial Modelling? * Free QLS endorsed Certificate upon completion of Advanced Financial Planning & Financial Modelling * Get a free student ID card with Advanced Financial Planning & Financial Modelling * Lifetime access to the Advanced Financial Planning & Financial Modelling course materials * Learn Advanced Financial Planning & Financial Modelling from anywhere in the world * 24/7 tutor support with the Advanced Financial Planning & Financial Modelling course. * Advanced Financial Planning & Financial Modelling is an entirely online, interactive lesson with voice-over audio. Start your learning journey straightaway with our Advanced Financial Planning & Financial Modelling Training! Advanced Financial Planning & Financial Modelling premium bundle consists of 20 precisely chosen courses on a wide range of topics essential for anyone looking to excel in this field. Each segment of Advanced Financial Planning & Financial Modelling is meticulously designed to maximise learning and engagement, blending interactive content and audio-visual modules for a truly immersive experience. Certification of dvanced Financial Planning & Financial Modelling You have to complete the assignment given at the end of the Advanced Financial Planning & Financial Modelling course and score a minimum of 60% to pass each exam. After passing the Diploma in Online Financial Modelling at QLS Level 5 course exam You will be entitled to claim a QLS endorsed certificate completely free. CPD 350 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? This bundle is ideal for: * Students seeking mastery in this field * Professionals seeking to enhance their skills * Anyone who is passionate about this topic REQUIREMENTS This Advanced Financial Planning & Financial Modelling doesn't require prior experience and is suitable for diverse learners. CAREER PATH This Advanced Financial Planning & Financial Modelling bundle will allow you to kickstart or take your career in the related sector to the next stage. * Financial Analyst * Investment Banker * Financial Planner * Risk Manager * Business Consultant * Finance Manager CERTIFICATES CPD ACCREDITED DIGITAL CERTIFICATE Digital certificate - Included DIPLOMA IN ONLINE FINANCIAL MODELLING AT QLS LEVEL 5 Hard copy certificate - Included

This Financial Planner Course will give insight and understanding on financial management, long-term financial planning methods and an understanding of the various forms of electric rates. The course also addresses how to convey these methods to utility policymakers. Through the course, you will gain practical knowledge in the areas of financial planning, insurance, risk management, taxation, investments and portfolio, superannuation and estate planning. WHY CHOOSE THIS COURSE * Earn a free e-certificate upon successful completion. * Accessible, informative modules taught by expert instructors * Study in your own time, at your own pace, through your computer tablet or mobile device * Benefit from instant feedback through mock exams and multiple-choice assessments * Get 24/7 help or advice from our email and live chat teams * Full Tutor Support on Weekdays 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 CERTIFICATION After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for £9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for £15.99, which will reach your doorsteps by post. COURSE CONTENT Personal Finance Calculations Calculating Your Net Worth 00:01:00 Calculating Your Real Hourly Wage 00:02:00 Expenses for Life Energy 00:02:00 Calculating a Monthly Budgeting 00:05:00 Saving for Retirement Paying Off Debt 00:02:00 Build an Emergency Fund 00:02:00 Personal Savings 00:04:00 401K Basics 00:03:00 Asset Allocation 00:04:00 Investment Strategies 00:03:00 Advice on Financial Advisors 00:01:00 3h-Questions-About-Investing 00:15:00 Building Credit to Buy a Home FICO Score 00:09:00 Starting Credit 00:03:00 Increasing Credit Score 00:02:00 Owning vs. Renting 00:02:00 Types of Mortages 00:03:00 Personal Finance Guides for Beginners Advice to Teenagers 00:04:00 Guide to Buying a Car 00:05:00 Cashflow Management Forecasting 00:20:00 What is Cashflow? 00:20:00 Planning and Management9 00:10:00 Planning Part 2 00:12:00 Where it can go Wrong 00:09:00 Personal Cashflow Analysis 00:05:00 Personal Cashflow Analysis my Numbers Story 00:06:00 Debt 00:10:00 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 Assessment Assignment - Financial Planner 00:00:00 FREQUENTLY ASKED QUESTIONS Are there any prerequisites for taking the course? There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course. Can I access the course at any time, or is there a set schedule? You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience. How long will I have access to the course? For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime. Is there a certificate of completion provided after completing the course? Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks. Can I switch courses or get a refund if I'm not satisfied with the course? We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase. How do I track my progress in the course? Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course. What if I have technical issues or difficulties with the course? If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.

THE COMPLETE COURSE FOR RETIREMENT PLANNING- CHOOSE THE BEST OPTIONS FOR YOUR RETIREMENT Are you approaching retirement age? What are you planning to do in your retirement? Do you want to use your time fruitfully at retirement age? Are you worried about your retirement period? If yes, then this course is perfect for you. The course will guide you to use your time in the best way in your retirement age. COURSE DESCRIPTION: The course is designed for the people who are moving towards their retirement age. Planning an active retirement time is important for every people who are approaching their retirement age though most of the people neglect the idea. The planning will not only help you to use your time wisely but also guides you to lead a happy and peaceful time. Sometimes, people became bored in their retirement time. The course will teach you what the first step of your retirement time is. The course will also guide you to choose the perfect plan based on your financial status. Planning Course will show you the available options for retirement planning as diversity is the key to retirement planning. By the end of the course, you can take the right decision for your retirement planning. COURSE HIGHLIGHTS Retirement Planning Guide is an award winning and the best selling course that has been given the CPD Certification & IAO accreditation. It is the most suitable course anyone looking to work in this or relevant sector. It is considered one of the perfect courses in the UK that can help students/learners to get familiar with the topic and gain necessary skills to perform well in this field. We have packed Retirement Planning Guide into 30 modules for teaching you everything you need to become successful in this profession. To provide you ease of access, this course is designed for both part-time and full-time students. You can become accredited in just 1 day, 1 hour and it is also possible to study at your own pace. We have experienced tutors who will help you throughout the comprehensive syllabus of this course and answer all your queries through email. For further clarification, you will be able to recognize your qualification by checking the validity from our dedicated website. WHY YOU SHOULD CHOOSE RETIREMENT PLANNING GUIDE * Lifetime access to the course * No hidden fees or exam charges * CPD Accredited certification on successful completion * Full Tutor support on weekdays (Monday - Friday) * Efficient exam system, assessment and instant results * Download Printable PDF certificate immediately after completion * Obtain the original print copy of your certificate, dispatch the next working day for as little as £9. * Improve your chance of gaining professional skills and better earning potential. WHO IS THIS COURSE FOR? Retirement Planning Guide is CPD certified and IAO accredited. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic backgrounds. REQUIREMENTS Our Retirement Planning Guide is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. CAREER PATH You will be ready to enter the relevant job market after completing this course. You will be able to gain necessary knowledge and skills required to succeed in this sector. All our Diplomas' are CPD and IAO accredited so you will be able to stand out in the crowd by adding our qualifications to your CV and Resume.   Module 1 Financial Planning And Planning For Retirement FREE 00:30:00 Diversity Is Key In Retirement Planning FREE 01:00:00 Financial Future And Planning For Retirement 00:30:00 IRA vs. 401 (k) 01:00:00 Long Term Retirement Planning 00:30:00 Planning Your Financial Retirement 01:00:00 Module 2 Properly Planning For Financial Retirement 01:00:00 Property Investment For Retirement 01:00:00 Retirement Planning : How Long Do You Expect To Live 01:00:00 Keys Considerations When Planning For Financial Retirement 01:00:00 Types Of Retirement Plans 01:00:00 What Are Iras? 01:00:00 Module 3 What Is A 401(K)? 01:00:00 Why A Financial Advisor? 01:00:00 Importance Of Planning For Retirement 01:00:00 A Financial Planner May Be Your Best Gift To Yourself 00:30:00 Common 401(k) Mistakes 01:00:00 Consolidation Or Multiple Accounts 00:30:00 Module 4 Dealing With Alzheimer's 02:00:00 Find Senior Independent Living Peoples Near You 00:30:00 Importance Of Life Insurance For Financial Retirement Planning 01:00:00 Investing In Bonds 00:30:00 Long Term Care Options 00:30:00 Manage Your Money In Financial Retirement 00:30:00 Module 5 Retirement Planning And Savings Plans 01:00:00 Retirement Isn't For Everybody 00:30:00 Roth Iras For Financial Retirement 00:30:00 The Future Of Senior Living And Assisted Living 01:00:00 Thinks To Consider When Considering A 401(K) 01:00:00 Perfect Time For Retirement 01:00:00 Mock Exam Final Exam

Immerse yourself in the intriguing realm of financial figures where the median salary for financial advisors in the UK is an impressive £60,000 per annum. The path to such financial success is often woven with intricate concepts and techniques that you'll need to master. The possibility of multiplying these earnings by accurately analysing financial data, shaping strategic business models, and offering expert financial advice is what makes this profession both challenging and rewarding. Our comprehensive bundle titled "Financial Analysis, Business and Financial Modeling for Financial Advisor" comprises three invaluable courses - "Financial Advisor", "Financial Analysis" and "Business and Financial Modeling Specialisation". It serves as a theoretical treasury, inviting you to delve deeper into the riveting world of finance, embracing complex concepts, strategies, and models with clarity and ease. Each course in this Financial Analysis, Business, and Financial Modeling for Financial Advisor bundle holds a prestigious CPD accreditation, symbolising exceptional quality. The materials, brimming with knowledge, are regularly updated, ensuring their relevance. This bundle promises not just education but an evolving learning experience. Engage with this extraordinary collection, and prepare to enrich your personal and professional development. Learning outcomes for this bundle include: 1. A sound understanding of the roles and responsibilities of a Financial Advisor. 2. Acquiring proficiency in conducting in-depth Financial Analysis for better decision-making. 3. Grasping the nuances of Business and Financial Modeling to aid in strategic planning. 4. Theoretical comprehension of modern financial tools and techniques. 5. Learning to effectively communicate complex financial information to clients. 6. Broadening perspectives on the financial market and its diverse facets. The "Financial Advisor" course offers a solid foundation in understanding the intricate dynamics of financial advising. It guides you on the path of becoming a trusted advisor who can guide clients through their financial journey with precision and confidence. "Financial Analysis", the second course, uncovers the mysteries of financial data, teaching you to interpret, analyse, and utilise this data for smarter decision-making. It imparts the theoretical knowledge necessary for performing comprehensive financial analysis. The third course, "Business and Financial Modeling Specialisation", helps in mastering the art of creating robust financial models. It places a strong emphasis on understanding the theoretical framework behind the business and financial modelling, making you adept at forecasting financial outcomes. CPD 15 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? 1. Finance professionals looking to upgrade their theoretical knowledge. 2. Business graduates aiming to specialise in finance. 3. Entrepreneurs seeking deeper insight into financial management. 4. Aspiring financial advisors who desire a robust foundation. 5. Anyone interested in mastering the theoretical aspects of financial analysis and modelling. CAREER PATH 1. Financial Advisor - £40K to £90K/year. 2. Financial Analyst - £30K to £65K/year. 3. Business Analyst - £30K to £70K/year. 4. Investment Advisor - £40K to £90K/year. 5. Portfolio Manager - £50K to £120K/year. 6. Risk Management Analyst - £35K to £75K/year. 7. Financial Planner - £35K to £80K/year. CERTIFICATES CERTIFICATE OF COMPLETION Digital certificate - Included CERTIFICATE OF COMPLETION Hard copy certificate - £9.99 Unlock your potential and showcase your accomplishments with our CPD Quality Standards certificates! Upon successful completion of the course, learners can obtain a CPD Quality Standards PDF certificate for Finance: Financial Advisor absolutely free! Upon finishing Financial Analysis and Business and Financial Modeling Specialisation, you'll have the opportunity to obtain valuable proof of your achievement. For just £4.99, we'll send you a CPD Quality Standards PDF Certificate via email, or if you prefer, you can get a beautifully printed hardcopy certificate for £9.99 in the UK. If you're located internationally, don't worry! We offer a printed hardcopy certificate for £14.99, ensuring your success knows no boundaries. Grab your certificate and celebrate your success today!

A client approaches a financial advisor seeking guidance on how to manage their wealth after inheriting a large sum of money. The advisor must assess the client's financial goals, develop a plan for managing their wealth, and provide ongoing support to ensure the plan is successful. Learning outcomes: * Gain a thorough understanding of finance and financial planning. * Develop essential skills necessary to succeed as a financial advisor. * Learn how to create and analyse personal financial statements. * Understand how to manage and mitigate financial risk. * Learn how to develop investment plans that align with clients' goals. * Acquire knowledge on the complexities of divorce planning. * Gain expertise in using Google Analytics to improve financial advising. The Financial Advisor course is designed to provide students with a comprehensive understanding of finance and the skills necessary to succeed as a financial advisor. This theoretical course covers essential topics such as financial planning, wealth management, investment planning, and financial risk management. Students will also learn how to analyse personal financial statements and utilize Google Analytics to improve their advising. The course is suitable for individuals who are interested in pursuing a career in financial advising or those who wish to improve their existing skills in the field. It is also an excellent option for anyone seeking to improve their personal financial knowledge. Enrol today and gain the knowledge and skills necessary to succeed as a financial advisor. Certification Upon completion of the course, learners can obtain a certificate as proof of their achievement. You can receive a £4.99 PDF Certificate sent via email, a £9.99 Printed Hardcopy Certificate for delivery in the UK, or a £19.99 Printed Hardcopy Certificate for international delivery. Each option depends on individual preferences and locations. CPD 10 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? * Individuals interested in pursuing a career in financial advising. * Those who wish to improve their existing skills in the field. * Anyone seeking to improve their personal financial knowledge. CAREER PATH * Junior Financial Advisor: £22,000 - £35,000 * Financial Advisor: £35,000 - £75,000 * Senior Financial Advisor: £75,000 - £150,000 * Wealth Management Advisor: £50,000 - £200,000 * Investment Advisor: £40,000 - £100,000 * Divorce Financial Planner: £40,000 - £100,000

OVERVIEW Uplift Your Career & Skill Up to Your Dream Job - Learning Simplified From Home! Kickstart your career & boost your employability by helping you discover your skills, talents and interests with our special Financial Planning Course. You'll create a pathway to your ideal job as this course is designed to uplift your career in the relevant industry. It provides professional training that employers are looking for in today's workplaces. The Financial Planning Course is one of the most prestigious training offered at StudyHub and is highly valued by employers for good reason. This Financial Planning Course has been designed by industry experts to provide our learners with the best learning experience possible to increase their understanding of their chosen field. This Financial Planning Course, like every one of Study Hub's courses, is meticulously developed and well researched. Every one of the topics is divided into elementary modules, allowing our students to grasp each lesson quickly. At StudyHub, we don't just offer courses; we also provide a valuable teaching process. When you buy a course from StudyHub, you get unlimited Lifetime access with 24/7 dedicated tutor support. WHY BUY THIS FINANCIAL PLANNING? 1. Unlimited access to the course for forever 2. Digital Certificate, Transcript, student ID all included in the price 3. Absolutely no hidden fees 4. Directly receive CPD accredited qualifications after course completion 5. Receive one to one assistance on every weekday from professionals 6. Immediately receive the PDF certificate after passing 7. Receive the original copies of your certificate and transcript on the next working day 8. Easily learn the skills and knowledge from the comfort of your home CERTIFICATION After studying the course materials of the Financial Planning there will be a written assignment test which you can take either during or at the end of the course. After successfully passing the test you will be able to claim the pdf certificate for £5.99. Original Hard Copy certificates need to be ordered at an additional cost of £9.60. WHO IS THIS COURSE FOR? This Financial Planning course is ideal for * Students * Recent graduates * Job Seekers * Anyone interested in this topic * People already working in the relevant fields and want to polish their knowledge and skill. PREREQUISITES This Financial Planning does not require you to have any prior qualifications or experience. You can just enrol and start learning.This Financial Planning was made by professionals and it is compatible with all PC's, Mac's, tablets and smartphones. You will be able to access the course from anywhere at any time as long as you have a good enough internet connection. CAREER PATH As this course comes with multiple courses included as bonus, you will be able to pursue multiple occupations. This Financial Planning is a great way for you to gain multiple skills from the comfort of your home. In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year. COURSE CURRICULUM 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 Assignment Assignment - Financial Planning 00:00:00

Financial Advisor : Financial Advisor Training Discover Your Path to Success as a Financial Advisor with Our Comprehensive Course Are you ready to embark on a rewarding and lucrative career as a financial advisor? Look no further! Our comprehensive Financial Advisor Course is designed to equip you with the knowledge, skills, and confidence to excel in the dynamic world of financial planning. Why Choose Our Financial Advisor Course? 1. Expert-Led Curriculum: Our course is crafted by seasoned financial advisors with extensive industry experience. You'll learn from professionals who have successfully navigated the complexities of the financial advisory field, gaining insights and strategies that are tried and tested. 2. Comprehensive Skill Development: We cover a wide range of essential topics, including investment planning, retirement strategies, risk management, tax planning, and more. Our curriculum is designed to provide you with a holistic understanding of financial advisory principles, ensuring you're well-prepared to meet the diverse needs of your clients. 3. Practical Learning Opportunities: Theory alone is not enough. Our financial advisor course incorporates practical exercises, case studies, and simulations to enhance your real-world problem-solving abilities. You'll develop hands-on skills, analyze complex financial scenarios, and create tailored solutions that align with your clients' goals. 4. Industry-Recognized Certification: Upon completion of the course, you'll receive a prestigious certification that carries weight in the industry. This financial advisor credential will not only validate your expertise but also open doors to career opportunities with established financial firms, banks, or as an independent advisor. 5. Networking Opportunities: Our financial advisor course provides a platform to connect with fellow aspiring advisors and established professionals. Networking events, industry guest speakers, and online forums offer opportunities to build relationships, gain mentors, and expand your professional network. Don't miss out on the chance to launch your successful career as a financial advisor. Enroll in our Financial Advisor Course today and unlock your potential in the world of finance. Take the first step towards a fulfilling and prosperous future. Invest in yourself and seize the opportunity to make a meaningful difference in people's lives as a trusted financial advisor. Enroll now and let our course be your stepping stone to a successful and rewarding career. Financial : Financial Advisor Training Industry Experts Designed this Financial Advisor course into 05 detailed modules. Assessment Method of financial advisor After completing each module of the Financial Advisor course, you will find automated MCQ quizzes. To unlock the next module, you need to complete the quiz task and get at least 60% marks. Certification of financial advisor After completing the MCQ/Assignment assessment for this Financial Advisor course, you will be entitled to a Certificate of Completion from Training Tale. It will act as proof of your extensive professional development. WHO IS THIS COURSE FOR? Financial Advisor : Financial Advisor Training The Financial Advisor course is ideal for those already working in this field or are interested in becoming one. This Financial Advisor course is designed to broaden your knowledge and boost your CV. REQUIREMENTS Financial : Financial Advisor Training There are no specific requirements for this Financial Advisor course because it does not require any advanced knowledge or skills. CAREER PATH Financial : Financial Advisor Training