Course Highlights
- Price: Guaranteed Low Price
- Level: Level 3 CPD Award
- Course Type: 100% Online Course
- Syllabus: 11 course modules
- Duration: 22 hours, guided
- Exams: Yes, included
- Accreditation: CPD Certification
- Certificate: Digital PDF Certificate included, optional Hard Copies £9.99
- Tutor Support: Support included
- Access: 12 Months, 24/7 Unlimited
- Compatibility: Any Browser Device
Course Overview
The online Financial Advisor Course from Oplex Careers develops the necessary skills and fundamental knowledge of the financial advising process.
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.
The Financial Advisor Course is divided into 10 carefully selected modules making it easy to follow along in your own time and at your own pace.
You’ll have 24/7 access to the online course materials, assessment test, online exams, introductory video tutorial, study resources and our amazing student support services.
Enrolling on the Level 3 Financial Advisor Course is easy, just click to ‘Add to Basket’ button to start your learning journey.
Course Syllabus
As part of the Financial Advisor Course students will learn:
In this module of the course we will cover:
- Introduction to Financial Advisory
In this module of the course we will cover:
- Financial Planning
In this module of the course we will cover:
- Financial Personality
In this module of the course we will cover:
- The Wealth Framework
In this module of the course we will cover:
- Value of Advice
In this module of the course we will cover:
- Investment Rules
In this module of the course we will cover:
- Options for Investing
In this module of the course we will cover:
- Savings and Investments
In this module of the course we will cover:
- Minimising taxation
In this module of the course we will cover:
- Tax Planning
The final assessment test is an online interactive examination containing 50 questions to be completed within a 60 minute time frame.
The final assessment will contain questions from all modules and topics covered within the course.
The results from the final assessment test will count 100% towards the final grade for the course.
The results are instantaneous so learners will be informed straight away as to how they have performed on the assessment.
If for any reason you don’t pass first time around you have unlimited exam retakes.
Accreditation for Financial Advisor
Upon successful completion of this Financial Advisor Course student will be awarded with a CPD Accredited Certification in:
Level 3 CPD Award in Financial Advisor
Here at Oplex Careers we are an accredited CPD training provider and your certificate will include the recognised CPD stamp from our awarding organisation.
The CPD certificate will showcase your achievement in this course and provide proof to any future employers or academic institutions that you have gained the skills from this course and are now certified.
Certificate
On successful completion of this Level 3 Financial Advisor Course you will receive your CPD Certificate.
You can add the certification to your CV and include it as part of your portfolio of evidence.
The certificate will include the course you have undertaken, the grade you have achieved, your full name, date of completion, and a certificate verification number.
This certificate will be produced in Digital PDF format, hard copies of the certificate will be available at an additional fee of £9.99.
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