Financial Advisory Diploma
Course
Online
Description
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Type
Course
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Level
Intermediate
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Methodology
Online
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Duration
1 Year
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Start date
Different dates available
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Support service
Yes
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Virtual classes
Yes
Take your existing knowledge to the next level with the Financial Advisory Diploma course and master the skills that you need to know for in the field of financial advice.
A financial advisor is a person who provides financial guidance to clients based on their needs and goals. Therefore the demand for a skilled financial advisor is very high for both individuals and companies. The course focuses on the issues that you need to handle while providing financial advice.
Facilities
Location
Start date
Start date
About this course
Throughout the course, you will learn how to give the right financial advice to your clients. The course helps you to understand the goals and budgets of your clients. Based on that, you will able to give proper financial advice. The course also discusses investment management, income tax preparation and estate planning. Shortly, you will understand the procedures for giving the right financial advice to your customers.
The Financial Advisory Diploma is open to all, with no formal entry requirements. All you need is a passion for learning, a good understanding of the English language, numeracy and IT, and to be over the age of 16.
Upon successful completion, you will qualify for the UK and internationally-recognised professional qualification and you can choose to make your achievement formal by obtaining your PDF Certificate at a cost of £19.
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This centre has featured on Emagister for 5 years
Subjects
- Accounts
- Budgeting
- Balance Sheet
- Financial Advisor
- Finance
- Financial
- Money Management
- Financial Training
- Budget
- Financing Basics
- Finance Jeopardy
Course programme
Finance
- Financing Basics
- Record Your Income
- Countdown & Adjust
- Review Regularly
Budgets and Money Management
- Finance Jeopardy
- The Fundamentals of Finance
- The Basics of Budgeting
- Parts of a Budget
- The Budgeting Process
- Budgeting Tips and Tricks
- Monitoring and Managing Budgets
- Crunching the Numbers
- Getting Your Budget Approved
- Comparing Investment Opportunities
- ISO 9001:2008
- Directing the Peerless Data Corporation
Financial Accounting
- Chris Moore – Accounting
- Chris Moore – 1. Introduction
- Chris Moore – 2. First Transactions
- Chris Moore – 3. T Accounts introduction
- Chris Moore – 4. T-Accounts conclusion
- Chris Moore – 5. Trial Balance
- Chris Moore – 6. Income Statement
- Chris Moore – 7. Balance Sheet
Balance Sheet
- Chris Moore – 8. Balance Sheet Variations
- Chris Moore – 9. Accounts in practise
- Chris Moore – 10. Balance Sheets what are they
- Chris Moore – 11. Balance Sheet Level 2
- Chris Moore – 12. Income Statement Introduction
- Chris Moore – 13. Are they Expenses, or Assets
- Chris Moore – 14. Accounting Jargon
Assets and Stocks
- Chris Moore – 15. Accruals Accounting is Fundemental
- Chris Moore – 16. Trial Balance 3 days ago More
- Chris Moore – 17. Fixed Assets and how it is shown in the Income Statement
- Chris Moore – 18. Stock movements and how this affects the financials
- Chris Moore – 19. Accounts Receivable
- Chris Moore – 20. How to calculate the Return on Capital Employed
- Chris Moore – 21. Transfer Pricing – International Rules
- Make a List of Expenses First and Put Them in Categories
How is the course assessed?
- To successfully complete the course you must pass an automated, multiple-choice assessment. The assessment is delivered through our online learning platform. You will receive the results of your assessment immediately upon completion.
Financial Advisory Diploma