Financial Advisor Course - Level 3 - Accredited

3.5
1 review
  • This is far more supportive than anyithng else I have taken a gander at.
    |

Short course

Online

Save 88%
£ 34 VAT inc.

Description

  • Type

    Short course

  • Methodology

    Online

  • Duration

    12 Months

Special Offer - CPD Accredited - NUS Eligible

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

Online

Start date

Different dates availableEnrolment now closed

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

Questions & Answers

Add your question

Our advisors and other users will be able to reply to you

Fill in your details to get a reply

We will only publish your name and question

Reviews

3.5
  • This is far more supportive than anyithng else I have taken a gander at.
    |
100%
4.5
excellent

Course rating

Recommended

Centre rating

Minyeong

3.5
13/02/2016
What I would highlight: This is far more supportive than anyithng else I have taken a gander at.
What could be improved: Nothing.
Would you recommend this course?: Yes
*All reviews collected by Emagister & iAgora have been verified

This centre's achievements

2016

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&lt;br /&gt;

Teachers and trainers (1)

Oplex Careers

Oplex Careers

Support Team

Course programme

The Financial Advisor Course is split into the following modules:

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

Learners will have access to this course for up to 12 months from the date of joining. There is no time limit to complete the course during this period.

Financial Advisor Course - Level 3 - Accredited

£ 34 VAT inc.