The Financial Advisor Course Level 3 will help you understand and develop the essential skills and fundamental knowledge of the financial advising process.
This course is intended to develop your skills as a financial advisor. Whether you choose to work at home or abroad, your new skills, talents and credentials will boost your career for life as a financial advisor. The exciting course includes a range of modules and provides different examples for assessment and valuation.
With all course materials and supportive documents provided as standard, which guarantee you unbeatable value for money.
Study in your own time and at your own pace for a recognised qualification that could transform your career prospects for life.
Method of Assessment:
Upon conclusion of the course, there’s an online multiple-choice quiz assessment, which will determine whether you have passed the course. The test is marked immediately and results are published instantly (60% pass mark).
Certification:
Enhance your profile with a CPD-accredited certificate, available for an additional cost after course completion.
Requirements
There are no academic entry requirements for this course, and it is open to students of all academic backgrounds.
Course Curriculum
Section 01 - Personal Finance Calculations | |||
Personal Finance Introduction | 00:01:00 | ||
Calculating Your Net Worth | 00:01:00 | ||
Calculating Your Real Hourly Wage | 00:02:00 | ||
Expenses for Life Energy | 00:02:00 | ||
Calculating a Monthly Budgeting | 00:05:00 | ||
Section 02 - Saving for Retirement | |||
Paying Off Debt | 00:02:00 | ||
Build an Emergency Fund | 00:02:00 | ||
Personal Savings | 00:04:00 | ||
401K Basics | 00:03:00 | ||
Asset Allocation | 00:04:00 | ||
Investment Strategies | 00:02:00 | ||
Advice on Financial Advisors | 00:01:00 | ||
3h- Questions About Investing | 00:15:00 | ||
Section 03 - Building Credit to Buy a Home | |||
FICO Score | 00:09:00 | ||
Starting Credit | 00:03:00 | ||
Increasing Credit Score | 00:02:00 | ||
Owning vs. Renting | 00:02:00 | ||
Types of Mortages | 00:03:00 | ||
Section 04 - Personal Finance Guides for Beginners | |||
Advice to Teenagers | 00:04:00 | ||
Guide to Buying a Car | 00:05:00 | ||
Course Certification | |||
Order your Certificate | 00:00:00 |
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