Financial Advisor Training

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Financial Advisor

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Financial Advisor Training Overview

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 statements. 

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.

Course Preview

Learning Outcomes

  • Discover the essential skills for a financial advisor
  • Learn how to make personal and professional financial statements
  • Understand what financial risk is and how to assess it
  • Know the steps for effective investment planning
  • Find a comprehensive guide to divorce financial planning

Why Take This Course From John Academy?

  • Affordable, well-structured and high-quality e-learning study materials
  • Meticulously crafted engaging and informative tutorial videos and materials
  • Efficient exam systems for the assessment and instant result
  • Earn UK & internationally recognised accredited qualification
  • Easily access the course content on mobile, tablet, or desktop from anywhere, anytime
  • Excellent career advancement opportunities
  • Get 24/7 student support via email

What Skills Will You Learn From the Course?

  • Financial Advising 
  • Financial Statement Management 
  • Investment Planning 
  • Financial Planning

Who Should Take this Financial Advisor Training?

Whether you’re an existing practitioner or an aspiring professional, this course is an ideal training opportunity. It will elevate your expertise and boost your CV with key skills and a recognised qualification attesting to your knowledge.

Are There Any Entry 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.

 Financial Advisor Training Certification

After completing and passing the Financial Advisor Training successfully, you will be able to obtain a Recognised Certificate of Achievement. Learners can obtain the certificate in hard copy at £14.99 or PDF format at £11.99.

Career Path​

Financial Advisor Training provides essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as:

  • Financial advisor – Average salary: £40,000 – £73,000 per year
  • Investment advisor – Average salary: £40,000 – £100,000 per year
  • Wealth manager – Average salary: £50,000 – £120,000 per year
  • Financial analyst – Average salary: £30,000 – £60,000 per year
  • Investment banker – Average salary: £60,000 – £120,000 per year
  • Financial planner – Average salary: £25,000 – £60,000 per year
  • video Introduction to Finance
    00:23:00

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    No more than 50 active courses at any one time. Membership renews after 12 months. Cancel anytime from your account. Certain courses are not included. Can't be used in conjunction with any other offer.

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