- Duration / Course length: Upto 4 Hours Start now
- Accredited by: CiQCPD Qualification Standards
- Certificates:
- Course delivery: This course is delivered in video format
Course details
Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, you’ll educate your clients on investments, taxes, savings accounts, insurance, mortgages, etc. Moreover, the career includes unlimited earning potential.This Financial Advisor Training course is your first step toward financial advising. Here, you’ll discover the must-have skills for financial advisors. The training will take you through the essentials of financial planning and explain how to create effective personal and professional financial ;
Then, you will learn how to perform a financial risk assessment to identify the specific risks in your business processes and manage those risks. The course will also guide you through the intriguing steps in investment planning and discuss how to help people achieve their financial goals while planning for divorce.
Financial Advisor Training Updated on 07 December, 2023
Eligibility / Requirements
This Financial Advisor Training is available to all learners of all academic backgrounds. But learners should be aged 16 or over to undertake the qualification. And a good understanding of the English language, numeracy, and ICT will be helpful.
Job roles this course is suitable for:
Financial Advisor , Investment Advisor , Wealth Manager , Financial Analyst , Investment Banker , Financial PlannerAbout John Academy
John Academy is best known for offering awarding body accredited online courses that are available for anyone who wishes to acquire a certification and take their professional life to the next level. As an online course provider, we are aware of the fact that there are a lot of people out there who consider themselves to be very curious learners but the courses that they are interested in are not available at their convenient time and place. So, we have decided to give them a unique opportunity for them to learn and obtain necessary skills in a very convenient way at any time from anywhere.
Who We Are
We are an online course provider who wants to make sure that the students would be able to learn everything there is a need for them to learn regarding the course that they have enrolled in on our site. So, we see to it that they would be provided with the highest possible standard of online learning. That way, students would be able to use it in the real world – the employment world and at their desired field of interests.
Certification
After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24.
PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days.
