Financial Advisory Diploma
Taking on a financial advisor position opens up a world of possibilities not found in many other professions! Acquire the knowledge and skills to work seamlessly in this booming sector.
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Course Overview
You’ll have an arsenal of skills to lock down your desired career after completing this [course_title] course. Moreover, you will have access to all of the materials in this course for free for a whole year and learn a multitude of highly coveted skills to move up the corporate ladder.
With this comprehensive [course_title] course, you’ll have all of your questions answered and all of the necessary expertise under your belt. Apart from setting you up for success, this course offers numerous advantages to make your learning experience more pleasurable and less stressful. So, add this [course_title] course to the basket and take your expertise up a notch!
Please Note: Thames College is a One Education approved resale partner for Quality Licence Scheme Endorsed courses.
Why Choose Thames College?
Thames College offers you the benefit of —
- Learn with engaging voice-over and visual elements to facilitate your learning process.
- Receive round-the-clock access to expert assistance.
- Participate in quick assessments and get instant feedback on your progress.
- Study at your own schedule from the convenience of your own home.
Who Is This Course For?
Those who want to strengthen their professional skills while training for the desired job should take advantage of the [course_title] training! This course will keep you up-to-date with all the latest developments and coach you accordingly. So invest in this [course_title] course if you want the best training available.
Certificate of Achievement
CPD Certification
After successfully completing the assessment of this [course_title] course, you can apply for the CPD accredited certificates. The PDF version is only £2.99 and the Hardcopy version will cost you £8.99.
Requirements
No formal entry requirements! No prerequisites or relevant experience is required!
This course is accessible to anyone with an eagerness to learn. All you require is—
- A smart device with a stable internet connection
- A keen interest in this subject
- And being over the age of 16.
Career Path
Utilise this all-inclusive course to acquire the skills and expertise you’ll need to thrive in the workplace.
Course Curriculum
| Financial Advisory Diploma - Updated Version | |||
| Module 01: Introduction to Finance | |||
| Introduction to Finance | 00:23:00 | ||
| Module 02: Essential Skill for Financial Advisor | |||
| Essential Skills for Financial Advisors | 00:34:00 | ||
| Module 03: Financial Planning | |||
| Financial Planning | 00:37:00 | ||
| Module 04: Wealth Management and Guide to Make Personal Financial Statements | |||
| Wealth Management and Guide to Make Personal Financial Statements | 00:18:00 | ||
| Module 05: Financial Risk Management and Assessment | |||
| Financial Risk Management and Assessment | 00:31:00 | ||
| Module 06: Investment Planning | |||
| Investment Planning | 00:25:00 | ||
| Module 07: Divorce Planning | |||
| Divorce Planning | 00:26:00 | ||
| Module 08: Google Analytics for Financial Advisors | |||
| Google Analytics for Financial Advisor | 00:26:00 | ||
| Financial Advisory Diploma - Old Version | |||
| Finance | |||
| Financing Basics | 01:00:00 | ||
| Record Your Income | 01:00:00 | ||
| Countdown & Adjust | 01:00:00 | ||
| Review Regularly | 01:00:00 | ||
| Budgets and Money Management | |||
| Finance Jeopardy | 00:15:00 | ||
| The Fundamentals of Finance | 00:15:00 | ||
| The Basics of Budgeting | 00:15:00 | ||
| Parts of a Budget | 00:15:00 | ||
| The Budgeting Process | 00:30:00 | ||
| Budgeting Tips and Tricks | 00:15:00 | ||
| Monitoring and Managing Budgets | 00:15:00 | ||
| Crunching the Numbers | 00:15:00 | ||
| Getting Your Budget Approved | 00:15:00 | ||
| Comparing Investment Opportunities | 00:15:00 | ||
| ISO 9001:2008 | 00:15:00 | ||
| Directing the Peerless Data Corporation | 00:30:00 | ||
| Financial Accounting | |||
| Chris Moore – Accounting | 00:01:00 | ||
| Chris Moore – 1. Introduction | 00:03:00 | ||
| Chris Moore – 2. First Transactions | 00:05:00 | ||
| Chris Moore – 3. T Accounts introduction | 00:03:00 | ||
| Chris Moore – 4. T-Accounts conclusion | 00:03:00 | ||
| Chris Moore – 5. Trial Balance | 00:02:00 | ||
| Chris Moore – 6. Income Statement | 00:03:00 | ||
| Chris Moore – 7. Balance Sheet | 00:03:00 | ||
| Balance Sheet | |||
| Chris Moore – 8. Balance Sheet Variations | 00:03:00 | ||
| Chris Moore – 9. Accounts in practise | 00:05:00 | ||
| Chris Moore – 10. Balance Sheets what are they | 00:05:00 | ||
| Chris Moore – 11. Balance Sheet Level 2 | 00:03:00 | ||
| Chris Moore – 12. Income Statement Introduction | 00:06:00 | ||
| Chris Moore – 13. Are they Expenses, or Assets | 00:03:00 | ||
| Chris Moore – 14. Accounting Jargon | 00:02:00 | ||
| Assets and Stocks | |||
| Chris Moore – 15. Accruals Accounting is Fundemental | 00:03:00 | ||
| Chris Moore – 16. Trial Balance 3 days ago More | 00:04:00 | ||
| Chris Moore – 17. Fixed Assets and how it is shown in the Income Statement | 00:03:00 | ||
| Chris Moore – 18. Stock movements and how this affects the financials | 00:03:00 | ||
| Chris Moore – 19. Accounts Receivable | 00:03:00 | ||
| Chris Moore – 20. How to calculate the Return on Capital Employed | 00:05:00 | ||
| Chris Moore – 21. Transfer Pricing – International Rules | 00:02:00 | ||
| Make a List of Expenses First and Put Them in Categories | 01:00:00 | ||
| Assessment | |||
| Assignment – Financial Advisory Diploma | 00:00:00 | ||
Certificate of Achievement
Upon completion, you will receive a CPD-accredited certificate recognised globally. Choose from:
Pdf Certificate & Transcript £7.99
Hardcopy Certificate & Transcript £17.99
This certification validates your knowledge and skills, boosting your employability in healthcare.
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Level
Number of Units
Duration
- Original price was: £424.00.£29.99Current price is: £29.99.
- 1 year
- Number of Units48
- Number of Quizzes0
- 13 hours, 23 minutes Gift this course
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