Financial Advisor Course - Level 3 - Accredited
Short course
Online
Description
-
Type
Short course
-
Methodology
Online
-
Duration
12 Months
This Financial Advisor Course will help learners to develop their skills as a financial advisor. The course will cover a range of modules and provide multiple examples for assessment. So if you keen to learn about numbers then take the Financial Advisor Course today.
Facilities
Location
Start date
Start date
About this course
The Financial Advisor course from Oplex Careers is perfect if you’re just starting out in the industry or simply fancy learning something new.
There a no specific entry requirements to enroll on the Financial Advisor course. You need basic numeracy and literacy skills, so everyone is welcome to join the course.
Upon finishing the Financial Advisor course you will receive a CPD Accredited Certificate from Oplex Careers.
Your recognised CPD Certificate can be used to showcase to any potential employers you have acquired a certain level of skills or keep for your own records as part of your portfolio of evidence.
One receiving your request about this course, a member of our friendly team will send you all the details about the course and help answer any questions you may have.
You can also see the full course details at: https://deals.oplexcareers.com/course/financial-advisor-course/?id=6
Reviews
-
This is far more supportive than anyithng else I have taken a gander at.
← | →
Course rating
Recommended
Centre rating
Minyeong
This centre's achievements
All courses are up to date
The average rating is higher than 3.7
More than 50 reviews in the last 12 months
This centre has featured on Emagister for 7 years
Subjects
- Taxation
- Financial Advisor
- Financial
- Accredited
- Financial Training
- Tax
- Personality
- Investing
- Rules
- Investment
- Planning
- Minimising
- Advisory
- Develop
- Financial Planning<br />
- Financial Planning<br />
Teachers and trainers (1)
Oplex Careers
Support Team
Course programme
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
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.
Additional information
Financial Advisor Course - Level 3 - Accredited