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255 Financial Advisor courses

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Financial Advisor Level 3 & 4

By Imperial Academy

Level 4 QLS Endorsed Course | Endorsed Certificate Included | Plus 5 Career Guided Courses | CPD Accredited

Financial Advisor Level 3 & 4
Delivered Online On Demand
£135

Financial Advisor Courses

By Apex Learning

Fall into Savings. Enjoy the biggest price fall this Autumn! Give a compliment to your career and take it to the next level. This Financial Advisor Courses will provide you with the essential knowledge to shine in your professional career. Whether you want to develop skills for your next job or elevate your skills for your next promotion, this Financial Advisor Courses bundle will help you stay ahead of the pack. Throughout the Financial Advisor Courses programme, it stresses how to improve your competency as a person in your chosen field while also outlining essential career insights in the relevant job sector. Along with this Financial Advisor Courses, you will get 10 premium courses, an originalhardcopy, 11 PDF certificates (Main Course + Additional Courses) Student ID card as gifts. This Financial Advisor Courses Bundle Consists of the following Premium courses: * Course 01: Financial Advisor * Course 02: Financial Management * Course 03: Investment * Course 04: Capital Budgeting & Investment Decision Rules * Course 05: Budgeting and Forecasting * Course 06: Level 3 Tax Accounting * Course 07: Team Management * Course 08: Internal Audit Training Diploma * Course 09: Forex Trading Level 3 * Course 10: Stock Market Investing for Beginners * Course 11: Fraud Management & Anti Money Laundering Awareness Complete Diploma Enrol now in Financial Advisor Courses to advance your career, and use the premium study materials from Apex Learning. Certificate: * PDF Certificate: Free (Previously it was £6*11 = £66) * Hard Copy Certificate: Free (For The Title Course: Previously it was £10) The bundle incorporates basic to advanced level skills to shed some light on your way and boost your career. Hence, you can strengthen your Financial Advisor Courses expertise and essential knowledge, which will assist you in reaching your goal. Moreover, you can learn from any place in your own time without travelling for classes. Curriculum of Financial Advisor: * Introduction to Finance * Essential Skill for Financial Advisor * Financial Planning * Wealth Management and Guide to Make Personal Financial Statements * Financial Risk Management and Assessment * Investment Planning * Divorce Planning * Google Analytics for Financial Advisors CPD 110 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? Anyone from any background can enrol in this Financial Advisor Courses bundle. REQUIREMENTS This Financial Advisor Courses has been designed to be fully compatible with tablets and smartphones. CAREER PATH Having this expertise will increase the value of your CV and open you up to multiple job sectors. CERTIFICATES CERTIFICATE OF COMPLETION Digital certificate - Included CERTIFICATE OF COMPLETION Hard copy certificate - Included You will get the Hard Copy certificate for the title course (Financial Advisor) absolutely Free! Other Hard Copy certificates are available for £10 each. Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.

Financial Advisor Courses
Delivered Online On Demand
£53

Financial Advisor Training

By Apex Learning

**Be prepared for the upcoming Hiring Season by enhancing your professional skillsets with Apex Learning! Get Hard Copy + PDF Certificate + Transcript + Student ID Card as a Gift - Enrol Now** Tired of browsing and searching for the course you are looking for? Can't find the complete package that fulfils all your needs? Then don't worry as you have just found the solution. Take a minute and look through this 14-in-1 extensive bundle that has everything you need to succeed in Financial Advisor and other relevant fields! After surveying thousands of learners just like you and considering their valuable feedback, this all in one Financial Advisor bundle has been designed by industry experts. We prioritised what learners were looking for in a complete package and developed this in-demand Financial Advisor course that will enhance your skills and prepare you for the competitive job market. Also, our Financial Advisor experts are available for answering your queries and help you along your learning journey. Advanced audiovisual learning modules of these courses are broken down into little chunks so that you can learn at your own pace without being overwhelmed by too much material at once. Furthermore, to help you showcase your expertise in Financial Advisor, we have prepared a special gift of 1 hardcopy certificate and 1 PDF certificate for the title course completely free of cost. These certificates will enhance your credibility and encourage possible employers to pick you over the rest. This Financial Advisor Bundle Consists of the following Premium courses: * Course 01: Financial Advisor * Course 02: Financial Management * Course 03: Investment * Course 04: Capital Budgeting & Investment Decision Rules * Course 05: Budgeting and Forecasting * Course 06: Level 3 Tax Accounting * Course 07: Team Management * Course 08: Intermediate Economics Level 3 * Course 09: Internal Audit Training Diploma * Course 10: Forex Trading Level 3 * Course 11: Stock Market Investing for Beginners * Course 12: Fraud Management & Anti Money Laundering Awareness Complete Diploma * Course 13: Commercial Law 2021 * Course 14: Level 2 Microsoft Office Essentials Benefits you'll get choosing Apex Learning: * One payment, but lifetime access to 14 CPD courses * Certificates, student ID for the title course included in a one-time fee * Full tutor support available from Monday to Friday * Free up your time - don't waste time and money travelling for classes * Accessible, informative modules taught by expert instructors * Learn at your ease - anytime, from anywhere * Study the course from your computer, tablet or mobile device * CPD accredited course - improve the chance of gaining professional skills How will I get my Certificate? After successfully completing the course you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement. * PDF Certificate: Free (For The Title Course) * Hard Copy Certificate: Free (For The Title Course) Curriculum of Bundle Course 01: Financial Advisor * Introduction to Finance * Essential Skill * Financial Planning * Financial Risk Management and Assessment * Investment Planning * Divorce Planning * Google Analytics and many more.... Course 02: Financial Management * Introduction to Financial Management * Fundamentals of Budgeting * The Balance Sheet * The Income Statement * The Cash Flow Statement * Statement of Stockholders' Equity * Analysing and Interpreting Financial Statements * International Aspects of Financial Management and many more.... Course 03: Investment * Introduction to Investment * Types and Techniques of Investment * Key Concepts in Investment * Understanding the Finance * Investing in Bond Market * Investing in Stock Market * Risk and Portfolio Management and many more.... Course 04: Capital Budgeting & Investment Decision Rules * Introduction * NPV Method * Payback Period Method * Internal Rate of Return (IRR) * Evaluating Projects in Different Lives * Conclusion and many more.... Course 05: Budgeting and Forecasting Introduction * Why Budget and Forecasts * Is budget planning a paper exercise * Operational and Financial Budget Detail Budget Requirement * Components - Revenue Budgets * Components - Cost Budget * Qualitative Aspects Process of Making Budget * Process of Budgeting - Logical Steps * Example we used in Class to demonstrate a broad process in budget and planning * Cost Budget Process - Other aspects and many more.... Course 06: Level 3 Tax Accounting * Tax System and Administration in the UK * Tax on Individuals * National Insurance * Fundamentals of Income Tax * Payee, Payroll and Wages * Value Added Tax * Corporation Tax * Double Entry Accounting * Management Accounting and Financial Analysis * Career as a Tax Accountant in the UK and many more.... Course 07: Presenting Financial Information * Presenting Financial Information * The Hierarchy of Performance Indicators * The Principle of Effective Reports * Methods of Presenting Performance Data * The Pareto Chart: Highlighting Priorities * Exercise: The Control Chart * An Example Management Report * Interpreting Performance Data * Supporting Colleagues by Giving Feedback * Data Visualisation Part 01, Part 02, Part 03, Part 04 and many more.... Course 08: Intermediate Economics Level 3 * An Introduction to Economics * The Market System and the Circular Flow Model * Supply, Demand and Prices * Prices * Elasticity * Market Failures * Production and Costs * Money, Banking and the Financial System * Measuring GDP and Economic Growth * Unemployment * Inflation * Income Distribution and Poverty * International Finance * Fiscal Policy and many more.... Course 09: Internal Audit Training Diploma * Auditing as a Form of Assurance * Internal Audit Procedures * Technology-based Internal Audit * Audit Interviews * Reporting Audit Outcome * UK Internal Audit Standards * Career as an Auditor and many more.... Course 10: Forex Trading Level 3 * Introduction to Forex Trading * Kinds of Foreign Exchange Market * Money Management * Fundamental Analysis * Technical Analysis * Pitfalls and Risks * Managing Risk and many more.... Course 11: Stock Market Investing for Beginners * Module 01: Introduction to the Course * Module 02: Introduction to Stocks * Module 03: Money Required for Primary Investment * Module 04: Opening an Investment Account * Module 05: Brokerage Account Walkthrough * Module 06: Finding Winning Stocks * Module 07: Earning from Dividends * Module 08: Diversifying Portfolio * Module 09: Investment Plan * Module 10: Rebalancing Portfolio * Module 11: Understanding Order Types * Module 12: Investment Tax * Module 13: Investment Rules: Rule-1, 2, 3, 4, 5 * Module 14: Stock Market Dictionary * Module 15: Setting Up the Trading Platform Course 12: Fraud Management & Anti Money Laundering Awareness Complete Diploma * Introduction to Money Laundering * Proceeds of Crime Act 2002 * Risk-based Approach * Customer Due Diligence * Record Keeping * Suspicious Conduct and Transactions * Awareness and Training and many more.... Course 13: Commercial Law 2021 * Introduction of Commercial law * Sales of Goods Law * Consumer Law and Protection * E-Commerce Law * Competition Law and many more.... Course 14: Level 2 Microsoft Office Essentials * Excel 2016 * Getting Started with Microsoft Office Excel 2016 * Performing Calculations * Modifying a Worksheet * Printing Workbooks * Managing Workbooks * Word 2016 * Getting Started with Word * Working More Efficiently * Managing Lists * Inserting Graphic Objects * Controlling Page Appearance * Preparing to Publish a Document * Workbooks - Microsoft Word 2016 (Beginner) * PowerPoint 2016 * Presentation Basics * Inserting Options * Working with Objects * Access 2016 * Introduction to Access * Access Forms * Working with Reports and many more.... CPD 145 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? Anyone from any background can enrol in this Financial Advisor bundle. REQUIREMENTS Our Financial Advisor course is fully compatible with PCs, Macs, laptops, tablets and Smartphone devices. CAREER PATH Having this Financial Advisor expertise will increase the value of your CV and open you up to multiple job sectors. CERTIFICATES CERTIFICATE OF COMPLETION Digital certificate - Included You will get the PDF Certificate for the title course (Financial Advisor) absolutely Free! CERTIFICATE OF COMPLETION Hard copy certificate - Included You will get the Hard Copy certificate for the title course (Financial Advisor) absolutely Free! Other Hard Copy certificates are available for £10 each. Please Note: The delivery charge inside the UK is £3.99, and the international students must pay a £9.99 shipping cost.

Financial Advisor Training
Delivered Online On Demand
£100

Level 2, 3 & 4 Financial Advisor

By Imperial Academy

Level 4 QLS Endorsed Course with FREE Certificate | CPD & CiQ Accredited | 120 CPD Points | Lifetime Access

Level 2, 3 & 4 Financial Advisor
Delivered Online On Demand
£100

Finance: Financial Advisor

5.0(4)

By Institute of Beauty & Makeup

CPD Accredited | Career Oriented Learning Modules | 24x7 Tutor Support | Lifetime Access

Finance: Financial Advisor
Delivered Online On Demand
£21.99

Insurance and Financial Advisor

By Imperial Academy

2 QLS Endorsed Course | CPD Certified | Free PDF + Hardcopy Certificates | 80 CPD Points | Lifetime Access

Insurance and Financial Advisor
Delivered Online On Demand
£150

Financial Advisor - CPD Accredited

By Apex Learning

Boost Your Career with Apex Learning and Get Noticed By Recruiters in this Hiring Season! Get Hard Copy + PDF Certificates + Transcript + Student ID Card worth £160 as a Gift - Enrol Now With a single payment you will gain access to Financial Advisor including 10 additional premium courses, original hard copy certificate, transcript and a student ID card which will allow you to get discounts on things like music, food, travel and clothes etc. Courses are included with this Financial Advisor Complete Bundle: * Course 01: Financial Advisor * Course 02: Financial Analysis : Finance Reports * Course 03: Microsoft Teams * Course 04: Financial Management * Course 05: Working from Home Essentials * Course 06: Mental Health and Working from Home * Course 07: Online Meeting Management * Course 08: Effective Communication Skills * Course 09: Time Management * Course 10: Leadership & Management Diploma * Course 11: Emotional Intelligence and Human Behaviour If you want to gain a solid understanding of Financial Advisor and fast track your dream career, then take a step in the right direction with this industry-standard, comprehensive Financial Advisor course designed by expert instructors. The Financial Advisor will cover a comprehensive range of 8, you'll have 24/7 online access to the study materials, introductory videos, assessment tests, study resources and tutor support for a lifetime. The Financial Advisor will help you to develop your skills, confidence and knowledge of this sector, helping to add real value to your CV and personal development. Gain experience online and interact with experts. This can prove to be the perfect way to get noticed by a prospective employer and stand out from the crowd. Financial Advisor has been rated and reviewed highly by our learners and professionals alike. We have a passion for teaching, and it shows. All of our courses have interactive online modules that allow studying to take place where and when you want it to. The only thing you need to take Financial Advisor is Wi-Fi and a screen. You'll never be late for class again. Experienced tutors and mentors will be there for you whenever you need them, and solve all your queries through email and chat boxes. Whether you are looking to brighten up your CV, just starting out in the industry, looking for a career change or just fancy learning something new, this online course is perfect! Benefits you'll get choosing Apex Learning for this Financial Advisor: * One payment, but lifetime access to 11 CPD courses * Certificates, student ID for the title course included in a one-time fee * Full tutor support available from Monday to Friday * Free up your time - don't waste time and money travelling for classes * Accessible, informative modules taught by expert instructors * Learn at your ease - anytime, from anywhere * Study the course from your computer, tablet or mobile device * CPD accredited course - improve the chance of gaining professional skills Curriculum * Module 1 Introduction to Finance * Module 2 Essential Skill for Financial Advisor * Module 3 Financial Planning * Module 4 Wealth Management and Guide to Make Personal Financial Statements * Module 5: Financial Risk Management and Assessment * Module 6: Investment Planning * Module 7: Divorce Planning * Module 8: Google Analytics for Financial Advisors How will I get my Certificate? After successfully completing the course you will be able to order your CPD Accredited Certificates (PDF + Hard Copy) as proof of your achievement. * PDF Certificate: Free (Previously it was £10 * 11 = £110) * Hard Copy Certificate: Free (For The Title Course) If you want to get hardcopy certificates for other courses, generally you have to pay £20 for each. But this Fall, Apex Learning is offering a Flat 50% discount on hard copy certificates, and you can get each for just £10! P.S. The delivery charge inside the U.K. is £3.99 and the international students have to pay £9.99. CPD 110 CPD hours / points Accredited by CPD Quality Standards WHO IS THIS COURSE FOR? There is no experience or previous certifications required for enrolment on this bundle. It is available to all students, of all academic backgrounds. REQUIREMENTS Our bundle is fully compatible with PC's, Mac's, Laptop, Tablet and Smartphone devices. This course has been designed to be fully compatible on tablets and smartphones so you can access your course on wifi, 3G or 4G. There is no time limit for completing this course, it can be studied in your own time at your own pace. CAREER PATH Having these various certifications will increase the value in your CV and open you up to multiple sectors such as Business & Management, Admin, Accountancy & Finance, Secretarial & PA, Teaching & Mentoring etc. CERTIFICATES CERTIFICATE OF COMPLETION Digital certificate - Included

Financial Advisor - CPD Accredited
Delivered Online On Demand
£53

Financial Advisor Training - Mega Bundle

By Imperial Academy

Free Level 4 QLS Endorsed Certificate | CPD & CiQ Accredited | Audio Visual Training | Lifetime Access

Financial Advisor Training - Mega Bundle
Delivered Online On Demand
£100

Financial Advisor Training

5.0(2)

By Academy for Health and Fitness

Financial : 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. Courses: * Course 01: Financial Advisor * Course 02: Level 5 Accounting and Finance * Course 03: Supply Chain Management 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 : 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

Financial Advisor Training
Delivered Online On Demand
£12

Level 3, 4 Finance: Financial Advisor

By Imperial Academy

Level 4 QLS Endorsed Course with FREE Certificate | CPD & CiQ Accredited | 120CPD Points | Lifetime Access

Level 3, 4 Finance: Financial Advisor
Delivered Online On Demand
£100

Educators matching "Financial Advisor"

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Peace Together Money Coaching

peace together money coaching

Canterbury

Claire Sweet is an award-winning Financial Adviser and Money Coach who helps gin-loving business owners to organise their finances and create a wealth plan to grow their assets to £500k or more in the next 3-5 years. Alongside Peace Together Money Coaching, Claire has worked for fifteen years as a Financial Adviser and a Mortgage and Protection Adviser helping hundreds of clients to plan for their future retirement, protect their families and buy their dream homes. Building on her successful career primarily helping high-achieving female coaches and consultants, Claire now supports them on their financial independence journey by coaching them to maximise their future wealth, without needing to go without holidays and things that make life fun. She has been featured in a range of publications including The Telegraph, The Guardian, Moneywise and Sheerluxe and as a guest panelist on the Work in Progress podcast and at Courier Live 2019. She was a presenter at Womanifest in 2020, a keynote speaker at Bee Inspired in 2022 and is regularly asked to speak on BBC Radio Kent as an expert in her field. She is the creator of the ROCK Solid®️ system and the author of the best-selling book – Have life YOUR way ~living your wealthy life forever, without the money running out. Claire lives in the Kent countryside with her husband Phil and enjoys spending time outside with her small herd of 8 alpacas. When she’s not working she loves travelling all over the world, meeting new people and sharing in new adventures. Claire is available for public speaking events and seminars, as well as 1-2-1 Money Coaching and Regulated Financial Advice.