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.
What skills you will gain:
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.
This Financial Advisor training is suitable for —
To participate in this Financial Advisor course, all you need is —
This Financial Advisor course will assist you in establishing a solid foundation in the field of finance and several fascinating job possibilities, such as —
In the United Kingdom, these positions pay an average of £20,000 to £65,000 a year.
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 |
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